Migration

This guide explains how to migrate your existing WhatsMark SaaS installation to WhatsMark SaaS Bundle.

If you're already running WhatsMark SaaS with separate add-ons, you can migrate to the WhatsMark SaaS Bundle without losing your existing data. The SaaS Bundle combines all supported modules into a single installation, making future updates and maintenance much easier.

Backup Required

Before performing this action, take a full backup of your project files (including the storage folder) and database, and keep the backup until you've confirmed the migration is successful. Without a backup, your data may be lost.

Steps

1. Update to the Latest Version

Location: Admin Panel → System Settings → System Update

2. Deactivate Your Current License

Location: Admin Panel → System Settings → System Update

1. Go to System Settings → System Update.
2. Click Deactivate License in the top-right corner.
3. Confirm the action when prompted.
4. After the license is deactivated, you'll automatically be redirected to the WhatsMarkSaaS Installation page.

INFO

Deactivating the license does not delete your project, database, customers, or application data. It only removes the current license activation.

3. Replace the Existing Project with the SaaS Bundle

1. Open CloudPanel → File Manager and navigate to htdocs.
2. Rename your existing project folder by adding _backup to its name (example: yourdomain.com → yourdomain.com_backup).
3. Create a new folder using the original domain name (example: yourdomain.com).
4. Open yourdomain.com_backup/storage/app.
5. Copy the entire app folder.
6. Open the new project's storage folder.
7. Paste the app folder into storage and replace the existing app folder if prompted.

WARNING

Do not delete the backup folder until you've confirmed the migration is successful.

4. Complete the Installation Using Your Existing Database

you will be redirected to the WhatsMarkSaaS Bundle Installation wizard. Follow the on-screen steps — Requirements Check, Permissions, Environment Setup, Create Admin User, and Finish.

1. Continue through the installer until you reach Database Configuration.
2. Enter the same database hostname, port, database name, username, and password used by your existing installation.
3. Click Test Connection & Configure.
4. Complete the remaining installation steps.

WARNING

Do not create a new database. Use your existing database to preserve all application data.

Migration Complete

🎉 Congratulations! Your existing WhatsMark SaaS installation has been successfully converted to the WhatsMark SaaS Bundle.

Log in using your existing administrator account and start using all bundled features from a single installation.

Your existing data has been preserved:

• Database
• Customers and contacts
• Messages and conversations
• Uploaded files and media
• Application settings
• Workspace data

Final Recommendation

Before deleting the yourdomain.com_backup folder, verify that your application, uploaded files, customer data, and settings are working correctly. Once everything has been confirmed, you can safely remove the backup folder.