Open the connection → Tools → Export / Import.

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Use export when you want a backup of templates and connection settings before a big change, or when you are cloning setup to another billing brand.

What is included

  • Notification templates and related mappings
  • Connection settings such as one-click options and client-area toggles
  • Chat button configuration (when included in your export)

What is not included

  • Connection ID / Secret
  • WhatsApp account sessions or Cloud tokens
  • WHMCS client records, carts, or OTP history
  • Full campaign send history (imported campaigns typically arrive as drafts)

After import, review every Active template and re-select WhatsApp accounts if the new connection uses different numbers. Test one invoice and one ticket before you rely on it in production.