Pre Requisites

• You have purchased license from the sales team.
• At least one CRM service plan is present in MachPanel.
• Customer account has been created.
• CRM Server on which the users exist has been added in MachPanel.

Procedure

* It is strongly recommended that to import a test organization first as a Proof of Concept.

Please follow the below mentioned steps to bulk import CRM users:

1) Open MachPanel Control Panel, log in as Provider and navigate to Home >> Migration Director >> CRM Migration. In step-1 provide the Import Settings as shown in the snapshot below:

• Select the Owner (i.e. Provider or any Reseller).

• Select the CRM Server where the users exists.

2) In step-2 enter the customer's domain name, select the customer, associate a service plan and then click on Next button.

3) In step-3 select billing/subscription preference for each organization and finally click on Finish button to import the organization in MachPanel:

4) You can manage this subscription by navigating to Home >> Service Director >> CRM Hosting >>  CRM Accounts.