• what can be imported - domain, user name, server & package

• All the cPanel account management functions are possible from WHMCS, for example Suspend/Unsuspend/Terminate/Upgrades/Downgrades & Password Resets.

• Official Tutorial

WHMCS Settings

Configure your WHM Server in WHMCS:

Goto (Setup / Products/Services / Servers)

1. Create a server Group

2. Create a server in that new group

3. configure as below

Edit Server:

• Name -

• HostName - for the hostname localhost/svchost.co.uk/69.175.84.146 all work fine (my dedicated lancastrian-it.co.uk IP also works)

• IP Address -

• Assigned IP Addresses -

• Monthly Cost -

• Datacenter/NOC - just a description of where the server is physical located

• Maximum No. of Accounts -

• Server Status Address - http://www.example.com/WHMCS/status/ - status folder is part of the normal distro

Nameservers:

• enter your nameservers and their IP addresses

• e.g. ns1.example.com, ns2.example.com

Server details:

• At the bottom

• For 'Type' , Select Cpanel

• For username and password, type in your WHM Reseller Account name and use either your reseller password or use the 'Remote Access Key' which is more secure

• Tick use SSL

Importing Client Accounts from WHM

To import from WHM/Cpanel Checklist:

1. make sure you have your WHM server setup and configured (as above)

2. For Each Product/Package to be Imported, you need to have WHMCS products that match WHM/Cpanel hosting packages (1 WHMCS product to = 1 WHM package)

3. Run the import script

4. Tidy up client data (go through accounts and add all missing details like address and phone numbers for the client profiles)

Setup WHMCS Products

After import of accounts, go through and add all extra services, make sure the extras like 'extra domains' dedicated IP and SSL etc.. are added as product groups.

1. Goto (Setup, Products/Services / Products/Services )

2. Create a group for admin packages (i.e. non client ones). make it hidden and call it Non Client Products

3. Create a group called Svchost Packages+

4. Create a product for each of the different packages that you have in the WHM including your reseller account and any developer packages. i.e. svchost1_Developer, svchost1_Bronze, JRSKB

For Each Product/Package to be Imported, you need to have WHMCS products that match WHM/Cpanel hosting packages

5. Create new product or use a package that you have already setup earlier in this tutorial as this is the preferred method.(skip to step 8 if this is the case)

6. select the appropriate product type and group

7. give it a product name (what you want the customers to see)

8. Goto to the 'Module Settings Tab'

9. Configure the 'Module Name' to be 'cpanel.'

10. Then in the 'WHM Package Name' that appears put in the exact WHM package name of whose client accounts are going to be imported to this Product - i.e. example1_Developer, example1_Bronze, JRSKB

11. Leave all other Module Settings alone as they are not required

12. configure all other product settings as required but these are the required ones for importing

Run the import script

You must first ensure you have setup the server you wish to import accounts from in Setup > Servers

1. Next, go to Utilities > WHM Import Script

2. Now choose the server you want to import accounts from in the drop down box

3. A list of the accounts on that server will now be displayed

4. From here you can select the accounts you wish to import - it will highlight domains that already exist in your WHMCS system so you don't create duplicates - and you can select all the accounts in one go by clicking the checkbox in the header row

5. Then simply click the Import button at the bottom of the page an the accounts will be imported

Tidy Up Client Data

• The import only imports hosting packages

• The information cPanel stores is very limited, for example it doesn't hold the clients name, the amount they pay or their next due date. So importing does require some manual work

• go through clients accounts and correct any details required

Check List:

1. Add domain manually (see Below) – each account imported will need its domains associated with it manually added, including the primary one.

   • Add the primary domain by following 'Manually Adding a Domain'

   • If the primary Domain is to be kept free the 'Next Due Date' of the domain needs to be identical to the hosting package's 'Next Due Date' that it belongs too

   • Make sure it's renewal period is also 1 year (this is a WHMCS thing where on free domains it always trys to renew for 1 year)

2. add any extra free domains – 'Manually Adding a Domain' and use a coupon code which should already be created i.e. FreeDomain, if not pause and go and create one via (Setup/Payments/Promotions)

3. add any other extra domains – 'Manually Adding a Domain'

4. add registration date – I use the domain reg date

5. configure 'Expiry Date' – I use the domain exipry date (but to keep customers invoices nice I use the hosting package 'Next Due Date', this might change when I use an automatic registrar which will give me no choise)

6. whois opt out – where appropriate

7. configure domain and its date

8. add dedicated IPs to appropriate accounts

9. add dedicated IP addons

10. add SSL addons

11. check billing amounts . NB Products/Service amounts is a snapshot and unaffected by any price changes in Products/Services (see bulk pricing updater use)

12. fill in contact details

13. All imported client accounts have a created date of 00-00-0000, this should be corrected although it causes no harm it is annoying
    
    1. Manually update them all through phpmyadmin with a selected date(s)
    2. using the import date run the following SQL script on the appropraite WHMCS database
    
    Update tblclients set datecreated = '2012-01-01' where datecreated = '0000-00-00'

14. get invoice dates out of myitcrm or wherever

15. After importing WHMCS does not know the imported accounts passwords so need to reset the passwords so WHMCS has passwords stored

Notes

WHM Import Failed

• This error occurs when an account cannot be assigned to a package in WHMCS.

• This happens when there is no package setup for the WHM Package Name in WHMCS.

• Before performing an import, you must ensure you have setup all the packages in use on the server by accounts you are wanting to import on a package in WHMCS.

• To do this, go to Setup > Products/Services > Edit > Module Settings tab, and enter the WHM Package Name such as "demohost_Starter" in the Package Name field on the modules settings tab.

• Make sure you include the prefix and package i.e. example1_Bronze