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How do i integrate multiple host servers and add my old clients


Host1

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2 hours ago, Host1 said:

How do i integrate multiple host servers and add my old clients?

You can add multiple hosting servers here 

admin/host/web-hosting/servers

as for migrating clients, in you’re coming from whmcs there’s a migration path 

admin/settings/imports/

But if you’re coming from a different platform you’ll need to create clients and add hosting services manually. 
 

I believe there are more migration paths on the way. 

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4 hours ago, Host1 said:

How do i integrate multiple host servers and add my old clients?

 

1 hour ago, Luis said:

You can add multiple hosting servers here 

admin/host/web-hosting/servers

as for migrating clients, in you’re coming from whmcs there’s a migration path 

admin/settings/imports/

But if you’re coming from a different platform you’ll need to create clients and add hosting services manually. 
 

I believe there are more migration paths on the way. 

Thank you Luis, i have done that but when i am adding web hosting packages it can only select clients from one server per time, how do i solve that area

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28 minutes ago, Host1 said:

 

Thank you Luis, i have done that but when i am adding web hosting packages it can only select clients from one server per time, how do i solve that area

You mean, from the WHCMS import utility?

I haven't used that. Maybe some none on the team can help you out.

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7 minutes ago, Luis said:

You mean, from the WHCMS import utility?

I haven't used that. Maybe some none on the team can help you out.

the accounts are just on whm, but i just discovered that

1. add servers to upmind

2. add products and provision

3. create clients and switch servers on clinet section to add the packages they have already purchased

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2 minutes ago, Host1 said:

the accounts are just on whm, but i just discovered that

1. add servers to upmind

2. add products and provision

3. create clients and switch servers on clinet section to add the packages they have already purchased

I'd go like this.

1. Add new servers

2. Add your hosting packages with provisioning information like package name, pricing, etc.

3. Create clients manually, approve them and so on.

4. Use the Quick Add and then the Add quick order, on the top. 

  • 4.1 Select the client
  • 4.2 Select the hosting package, add the required information (domain, username, etc.)
  • 4.3 Switch to "Add existing service" so client won't be invoiced.
  • 4.4 Select the new Due Date (very important step)
  • 4.5 Place order

5. Go to the recent added product, to the Manage tab.

  • Click 'Get Info', put the username, and it should get the client's info from WHM.
  • Optionally you can change the provisioning server in the "Provisioning configuration" below

6. Go back to the Overview tab and see if your product got Activated. If not, activate it manually.

 

This is what I did for my services and domains. It's a little convoluted process but it works very well.

They said they will be implementing new ways to import clients and services in the future.

Regards.

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