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How do I import services and users to WHMCS?

Importing Services

Under some circumstances you may want to set up a service as if it had been purchased via 20i on your WHMCS install. This may include cases where you've migrated services from another WHMCS provider.

Manual method:

  • Log in to My20i.
  • Go to Manage Hosting
  • Click Options -> Edit on the package you're looking for
  • Copy the ID number from the header
  • Go to the Product/Service in WHMCS Admin
  • Paste the ID number into the “packageId” field near the bottom

 

Autodetect method:

  • Go to the Product/Service in WHMCS Admin
  • In the “packageId” field near the bottom, type an asterisk ' * '

Autodetect only works when you have a package with a name which exactly matches the domain name in WHMCS. The behaviour is undefined if you delete and recreate a package, or move a domain name between packages.

Importing Stack Users

If you've set up Stack Users, you may want to copy them over so that your customer can access all their services from within WHMCS without having to go back to your StackCP site. This is only applicable to existing unlinked Stack Users, as new Stack Users are set up automatically whenever a new order is placed in WHMCS.

Manual method:

  • Log in to My20i.
  • Go to StackCP Users
  • Click Options -> Edit on the User you're looking for
  • Copy the User reference from the header (something like “stack-user:42”)
  • Go to the appropriate Client in WHMCS admin
  • Select Profile
  • Paste the user reference into your Stack User field near the bottom

 

Autodetect method:

  • Go to the appropriate Client in WHMCS admin
  • Select Profile
  • In your Stack User field (towards the bottom of the page), type an asterisk “*”

If you use autodetect, you should be aware that this may connect a Stack user which you didn't intend to allow access to. Autodetect only works when the WHMCS user email address exactly matches one of your stack user email addresses.