Wiki

Version 19 (Amarjeet Kaur, 12/03/2012 07:18 am)

1 7 Amarjeet Kaur
*Installation guide:*
2 5 Ruchi Kothari
3 11 Amarjeet Kaur
# Download WHMCS Integration Module and unzip it.
4 11 Amarjeet Kaur
# Copy ‘kayako’ folder from ‘unzipped_folder/modules/support’ and paste under ‘modules/support’ directory of installed_WHMCS.
5 11 Amarjeet Kaur
# Copy ‘kayako’ folder from ‘folder /templates’ and paste under ‘templates’ directory of installed_WHMCS.
6 11 Amarjeet Kaur
# Copy API Details from your Helpdesk installation > Rest API > API Information. Now open installed_WHMCS/modules/support/kayako/config.php and make respective changes for your API details.
7 11 Amarjeet Kaur
!http://forge.kayako.com/attachments/593/API_Details.png!
8 11 Amarjeet Kaur
# Modify date format in Installed_WHMCS/modules/support/kayako/API/kyConfig.php as per the date format you specified in installed_WHMCS/modules/support/kayako/config.php
9 11 Amarjeet Kaur
# Go to Admin area of WHMCS installation.
10 11 Amarjeet Kaur
# Go to Setup > General Settings.
11 11 Amarjeet Kaur
# Click on Support tab and select ‘Kayako’ from dropdown of ‘Support Module’.
12 11 Amarjeet Kaur
!http://forge.kayako.com/attachments/594/select_Kayako_for_support_module.png!
13 8 Amarjeet Kaur
14 8 Amarjeet Kaur
Now you are ready to use ‘WHMCS integration with Kayako’.
15 12 Amarjeet Kaur
16 12 Amarjeet Kaur
17 12 Amarjeet Kaur
*How to use*
18 12 Amarjeet Kaur
19 12 Amarjeet Kaur
* *Open New Ticket*
20 12 Amarjeet Kaur
21 12 Amarjeet Kaur
# In client interface of 'WHMCS installation’, click on 'Open Ticket’ and you will see the following screen:
22 12 Amarjeet Kaur
!http://forge.kayako.com/attachments/595/select_department.png!
23 13 Amarjeet Kaur
24 12 Amarjeet Kaur
Select your department for ticket submission and click ‘Next’. 
25 12 Amarjeet Kaur
# Type your message details and submit your ticket.
26 12 Amarjeet Kaur
!http://forge.kayako.com/attachments/596/step-2.png!
27 12 Amarjeet Kaur
# Click on submit to save the ticket details and you will get following screen:
28 12 Amarjeet Kaur
!http://forge.kayako.com/attachments/597/step-3.png!
29 13 Amarjeet Kaur
30 13 Amarjeet Kaur
31 13 Amarjeet Kaur
* *View Ticket*
32 14 Amarjeet Kaur
33 14 Amarjeet Kaur
# Click on ‘Support’ and select ‘Tickets’. Here you can see list of all tickets submitted by you.
34 14 Amarjeet Kaur
!http://forge.kayako.com/attachments/598/view-tickets.png!
35 14 Amarjeet Kaur
# Now click on any ‘Ticket Heading’ to view its details.
36 14 Amarjeet Kaur
!http://forge.kayako.com/attachments/599/view_ticket_details.png!
37 16 Amarjeet Kaur
38 16 Amarjeet Kaur
39 16 Amarjeet Kaur
* *Update Ticket*
40 16 Amarjeet Kaur
41 16 Amarjeet Kaur
# Click on Update button to update ticket status and priority.
42 16 Amarjeet Kaur
!http://forge.kayako.com/attachments/600/update_status.png!
43 17 Amarjeet Kaur
44 17 Amarjeet Kaur
45 17 Amarjeet Kaur
* *Post Reply*
46 17 Amarjeet Kaur
47 17 Amarjeet Kaur
# Click on 'Post Reply' button to follow up with your ticket and you will see a new message area to post your reply:
48 17 Amarjeet Kaur
!http://forge.kayako.com/attachments/601/post_reply.png!
49 18 Amarjeet Kaur
50 18 Amarjeet Kaur
51 18 Amarjeet Kaur
*Knowledgebase*
52 18 Amarjeet Kaur
53 18 Amarjeet Kaur
# In client interface of ‘WHMCS installation’, click on ‘Support’ and select ‘knowledgebase’. Here you will see the list of articles present in helpdesk.
54 18 Amarjeet Kaur
!http://forge.kayako.com/attachments/602/knowledgebase.png!
55 18 Amarjeet Kaur
# You can view detail description of article by clicking on its heading  and can also post your comment for it.
56 18 Amarjeet Kaur
http://forge.kayako.com/attachments/603/post_comment.png
57 19 Amarjeet Kaur
58 19 Amarjeet Kaur
59 19 Amarjeet Kaur
60 19 Amarjeet Kaur
*Swift Framework Modifications*
61 19 Amarjeet Kaur
62 19 Amarjeet Kaur
# Place class.Controller_CustomFieldGroup.php file in __swift/apps/base/api folder.
63 19 Amarjeet Kaur
# You need to do certain modifications mentioned in SWIFT_modifications.doc to run 'WHMCS integration with Kayako'.
64 19 Amarjeet Kaur
We will provide these fixes in next build of Kayako. But for now , you need to make these framework changes to run this integration successfully.