EasyCSV + WHMCS
Generate new WHMCS clients from newly imported EasyCSV files
Streamline your client creation process with this efficient workflow. When a new CSV file is generated via an import in EasyCSV, it instantly triggers the creation of a new client in WHMCS. This seamless process eliminates the need for manual data entry, saving you valuable time and ensuring all your client information is onboarded accurately and promptly.
Streamline your client creation process with this efficient workflow. When a new CSV file is generated via an import in EasyCSV, it instantly triggers the creation of a new client in WHMCS. This seamless process eliminates the need for manual data entry, saving you valuable time and ensuring all your client information is onboarded accurately and promptly.
- When this happens...New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Try ItCSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)Required
CSV Filename (optional)
Status
Try ItClientRequired
Create Date
Due Date
Item 1 Description
Item 1 Amount
Item 1 Taxed
Tax Rate
Second Tax Rate
Payment Method
Auto Apply Credit
Notes
Send Invoice
New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Try ItCSV FileRequired
File Includes Headers?Required
First Name
Last Name
Company Name
Email
Address
City
State
Postcode
Country
Phone Number
Password
ClientRequired
Name
Email
DepartmentRequired
SubjectRequired
MessageRequired
Priority
Don't Send Email
