Wiki
Version 20 (Amarjeet Kaur, 04/02/2013 08:11 am)
| 1 | 7 | Amarjeet Kaur | *Installation guide:* |
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| 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 | 20 | Amarjeet Kaur | # Copy 'hooks.php' from 'includes' folder and paste it in 'installed_WHMCS/includes/hooks' folder. (if 'hooks.php' already exists, then please add this code in respective file at the end). |
| 7 | 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. |
| 8 | 11 | Amarjeet Kaur | !http://forge.kayako.com/attachments/593/API_Details.png! |
| 9 | 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 |
| 10 | 11 | Amarjeet Kaur | # Go to Admin area of WHMCS installation. |
| 11 | 11 | Amarjeet Kaur | # Go to Setup > General Settings. |
| 12 | 11 | Amarjeet Kaur | # Click on Support tab and select ‘Kayako’ from dropdown of ‘Support Module’. |
| 13 | 11 | Amarjeet Kaur | !http://forge.kayako.com/attachments/594/select_Kayako_for_support_module.png! |
| 14 | 8 | Amarjeet Kaur | |
| 15 | 8 | Amarjeet Kaur | Now you are ready to use ‘WHMCS integration with Kayako’. |
| 16 | 12 | Amarjeet Kaur | |
| 17 | 12 | Amarjeet Kaur | |
| 18 | 12 | Amarjeet Kaur | *How to use* |
| 19 | 12 | Amarjeet Kaur | |
| 20 | 12 | Amarjeet Kaur | * *Open New Ticket* |
| 21 | 12 | Amarjeet Kaur | |
| 22 | 12 | Amarjeet Kaur | # In client interface of 'WHMCS installation’, click on 'Open Ticket’ and you will see the following screen: |
| 23 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/595/select_department.png! |
| 24 | 13 | Amarjeet Kaur | |
| 25 | 12 | Amarjeet Kaur | Select your department for ticket submission and click ‘Next’. |
| 26 | 12 | Amarjeet Kaur | # Type your message details and submit your ticket. |
| 27 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/596/step-2.png! |
| 28 | 12 | Amarjeet Kaur | # Click on submit to save the ticket details and you will get following screen: |
| 29 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/597/step-3.png! |
| 30 | 13 | Amarjeet Kaur | |
| 31 | 13 | Amarjeet Kaur | |
| 32 | 13 | Amarjeet Kaur | * *View Ticket* |
| 33 | 14 | Amarjeet Kaur | |
| 34 | 14 | Amarjeet Kaur | # Click on ‘Support’ and select ‘Tickets’. Here you can see list of all tickets submitted by you. |
| 35 | 14 | Amarjeet Kaur | !http://forge.kayako.com/attachments/598/view-tickets.png! |
| 36 | 14 | Amarjeet Kaur | # Now click on any ‘Ticket Heading’ to view its details. |
| 37 | 14 | Amarjeet Kaur | !http://forge.kayako.com/attachments/599/view_ticket_details.png! |
| 38 | 16 | Amarjeet Kaur | |
| 39 | 16 | Amarjeet Kaur | |
| 40 | 16 | Amarjeet Kaur | * *Update Ticket* |
| 41 | 16 | Amarjeet Kaur | |
| 42 | 16 | Amarjeet Kaur | # Click on Update button to update ticket status and priority. |
| 43 | 16 | Amarjeet Kaur | !http://forge.kayako.com/attachments/600/update_status.png! |
| 44 | 17 | Amarjeet Kaur | |
| 45 | 17 | Amarjeet Kaur | |
| 46 | 17 | Amarjeet Kaur | * *Post Reply* |
| 47 | 17 | Amarjeet Kaur | |
| 48 | 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: |
| 49 | 17 | Amarjeet Kaur | !http://forge.kayako.com/attachments/601/post_reply.png! |
| 50 | 18 | Amarjeet Kaur | |
| 51 | 18 | Amarjeet Kaur | |
| 52 | 18 | Amarjeet Kaur | *Knowledgebase* |
| 53 | 18 | Amarjeet Kaur | |
| 54 | 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. |
| 55 | 18 | Amarjeet Kaur | !http://forge.kayako.com/attachments/602/knowledgebase.png! |
| 56 | 18 | Amarjeet Kaur | # You can view detail description of article by clicking on its heading and can also post your comment for it. |
| 57 | 18 | Amarjeet Kaur | http://forge.kayako.com/attachments/603/post_comment.png |
| 58 | 19 | Amarjeet Kaur | |
| 59 | 19 | Amarjeet Kaur | |
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| 61 | 20 | Amarjeet Kaur | *Swift Framework Modifications * |
| 62 | 19 | Amarjeet Kaur | |
| 63 | 19 | Amarjeet Kaur | # Place class.Controller_CustomFieldGroup.php file in __swift/apps/base/api folder. |
| 64 | 19 | Amarjeet Kaur | # You need to do certain modifications mentioned in SWIFT_modifications.doc to run 'WHMCS integration with Kayako'. |
| 65 | 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. |