Edit History

Wiki

Version 21 (Mansi Wason, 07/23/2013 05:28 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
    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