Importing an account into WHMCS

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There are sometimes rare cases where an account was created by someone in WHM rather than through WHMCS. This kind of data disorganization can cause headaches, but lucky there’s a tool called cPanel/WHM Import here:

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You select the account here by checking the box next to each account and importing it in. They non-imported accounts are usually labeled in white, while the accounts that already exist in WHMCS are in yellow.

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Once the import is done, WHMCS doesn’t automatically know to associate it with a particular user so you’ll see this generic client account gets created:

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To combine this generic account with an existing account, click the option to Merge Client Accounts here:

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You will then have to specify the ID number of the client account you are moving it to, and make sure it’s merging into the Second Client account:

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After you hit merge, you’re good to go! The user will see their cPanel the next they log into their dashboard.

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