Bulk Client and Service Import from CSV for WHMCS
Import clients, services and domains into WHMCS from your own CSV files, with column mapping, a full dry run and a report of every row that failed.
What will the CSV import tool do?
Moving to WHMCS from a spreadsheet or another system often means typing records in by hand. This tool imports clients, services and domains from CSV. You match the file's columns to WHMCS fields, so your old export needs no reworking, and map values such as "Monthly" to the WHMCS billing cycle or "Starter Plan" to the right product. Mappings can be saved for the next file.
Before anything is written, a dry run checks every row for missing fields, bad emails, dates and country codes, unknown products or clients, and duplicates, and shows what would be created, updated or skipped. The import then runs in batches, and failed rows come back as a CSV with the reason for each.
This product is built to order: you get the license key once your account is checked and the download within 10 business days of purchase.
What does WHMCS already do, and what does this add?
WHMCS's ImportAssist addon imports clients from a CSV file in its own fixed column format, checks it and previews the first 100 rows. It imports services, domains and invoices only from the database of another WHMCS installation or of Blesta, ClientExec or HostBill. Sync Accounts imports hosting accounts from cPanel, Plesk and DirectAdmin servers, and anything else is entered by hand. This tool adds services and domains from CSV, mapping for your own columns and values, a full dry run and an error report.
What is included?
| Part | What it does |
|---|---|
| Column mapping | Your column names matched to WHMCS fields, saved for reuse |
| Value mapping | Product names, billing cycles, statuses and payment methods translated |
| Dry run | Every row checked before anything is written |
| Duplicates | Clients matched by email, domains by name: skip or update |
| Quiet import | No welcome emails, order confirmations, invoices or module create commands |
| Error report | Failed rows as a CSV with the reason for each |
Who is it for?
Hosts moving from a billing system ImportAssist does not support, and agencies moving clients off spreadsheets. To move clients between two WHMCS installations, my Client Transfer and Merge module is the right tool.
What do you need, and what are the limits?
Requirements: WHMCS 8.13 or 9.x (I confirm your exact version at purchase), PHP 8.1 or newer, and UTF-8 CSV files separated by commas or semicolons. Back up your database before a large import.
Limits: the tool imports records only. It does not create accounts on your servers or move domains at the registrar, so services keep the server, username and dates in your file. Invoices, payments, tickets and saved cards are not imported. Imported clients set their password with the normal reset link.
It costs $49 once for a lifetime license with twelve months of updates and support, and a seven-day refund window. Your account is checked by hand, which can take up to 24 hours, before the license key is issued, and the download follows within 10 business days of purchase.
Key features
- CSV import of clients, services and domains
- Column mapping from your file to WHMCS fields, saved for reuse
- Value mapping for products, billing cycles, statuses and payment methods
- Dry run over the whole file before anything is written
- Duplicate checks on client email and domain name, with skip or update
- No welcome emails, invoices or server actions during import
- Batch processing for large files
- Downloadable error report with the reason for each failed row
- Log of every import run
Why customers buy this module
- →No more typing clients and services in one by one
- →Mistakes show up in the dry run, not in your live data
- →Clients get no surprise emails or invoices during the move
- →Failed rows come back ready to fix and upload again
Frequently asked questions
Will clients get emails or invoices when they are imported?
No. The import writes the records directly, without welcome emails, order confirmations, invoices or module create commands, so nothing reaches clients or servers. Next due dates come from your file, and WHMCS bills from there as normal.
How is this different from WHMCS ImportAssist?
ImportAssist imports clients from a CSV in its own fixed format, and services and domains only from a supported billing system's database. This tool reads services and domains from CSV too, lets you map your own column names and values, checks the whole file in a dry run and gives you an error report. If your old system is one ImportAssist supports, try that first.
When will I get it, and what if you can't deliver?
You get the license key after a manual account check, which can take up to 24 hours, and the download within 10 business days of purchase. If I do not deliver it in that time, you get a full refund. Otherwise the store's seven-day refund window applies.
Technical specifications
- WHMCS
- 8.13 and 9.x (confirmed at purchase)
- PHP
- 8.1+
- Data types
- Clients, services and domains
- File format
- UTF-8 CSV, comma or semicolon separated
- Availability
- Built to order, delivered in 10 business days
- License
- Lifetime, 1 year of updates and support included
- Delivery
- License key after a manual account check (up to 24 hours); download when built
- Refund window
- 7 days
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