Wiki
Version 24 (Gurpreet Singh, 10/29/2015 04:09 pm)
| 1 | 22 | Gurpreet Singh | *Installation Procedure* |
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| 3 | 23 | Gurpreet Singh | 1. Download and extract the WHMCS & Kayako integration files using the link: https://github.com/kayako/whmcs-integration/archive/master.zip |
| 4 | 23 | Gurpreet Singh | 2. In the ‘src/templates/’ folder, copy the ‘kayako’ folder and paste it into the ‘templates’ directory of your WHMCS installation. |
| 5 | 23 | Gurpreet Singh | 3. In the ‘src/modules/support/’ folder, copy the ‘kayako’ folder and paste it into the ‘modules/support/’ directory of your WHMCS installation. |
| 6 | 23 | Gurpreet Singh | 4. In the ‘includes/hooks/’ folder, copy ‘hooks.php’ and paste it into the ‘includes/hooks/’ folder of your WHMCS installation. |
| 7 | 22 | Gurpreet Singh | |
| 8 | 22 | Gurpreet Singh | _NOTE: If ‘hooks.php’ already exists, then open the Kayako ‘hooks.php’ file, copy the contents, and paste it into the end of the existing ‘hooks.php’ file._ |
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| 10 | 22 | Gurpreet Singh | At this point the Kayako WHMCS Integration app is installed. All that’s left to do is the app configuration. To configure the app: |
| 11 | 22 | Gurpreet Singh | |
| 12 | 23 | Gurpreet Singh | 5. Login to Admin Control Panel of your Kayako installation. |
| 13 | 23 | Gurpreet Singh | 6. On the menu sidebar, click _REST API_ and then _Settings_. |
| 14 | 23 | Gurpreet Singh | 7. Next to ‘Enable API’ select the _Yes_ radio button. |
| 15 | 23 | Gurpreet Singh | 8. Click the _Update_ button to save your changes. |
| 16 | 23 | Gurpreet Singh | 9. Click the _API Information_ link on the menu and copy all of the Kayako REST API details. |
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| 18 | 11 | Amarjeet Kaur | !http://forge.kayako.com/attachments/593/API_Details.png! |
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| 20 | 23 | Gurpreet Singh | 10. On your WHMCS installation, go the ‘modules/support/kayako’ folder and open the ‘config.php’ file. |
| 21 | 23 | Gurpreet Singh | 11. Add the Kayako API details in their respective code sections and save your changes. |
| 22 | 23 | Gurpreet Singh | 12. Log into the Admin Control Panel of your WHMCS installation. |
| 23 | 23 | Gurpreet Singh | 13. Navigate to Set up > General Settings > Support > Support Module. |
| 24 | 23 | Gurpreet Singh | 14. Select ‘Kayako’ from the drop down and click on Save Changes. |
| 25 | 22 | Gurpreet Singh | |
| 26 | 8 | Amarjeet Kaur | !http://forge.kayako.com/attachments/594/select_Kayako_for_support_module.png! |
| 27 | 12 | Amarjeet Kaur | |
| 28 | 23 | Gurpreet Singh | 15. Whoo! You are good to go! You can now create and modify tickets using the WHMCS Kayako Integration app. |
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| 31 | 1 | *How to use* |
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| 33 | 1 | * *Open New Ticket* |
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| 34 | 12 | Amarjeet Kaur | |
| 35 | 24 | Gurpreet Singh | 1. In client interface of 'WHMCS installation’, click on 'Open Ticket’ and you will see the following screen: |
| 36 | 22 | Gurpreet Singh | |
| 37 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/595/select_department.png! |
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| 39 | 24 | Gurpreet Singh | 2. Select your department for ticket submission and click ‘Next’. |
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| 41 | 24 | Gurpreet Singh | 3. Type your message details and submit your ticket. |
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| 43 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/596/step-2.png! |
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| 45 | 24 | Gurpreet Singh | 4. Click on submit to save the ticket details and you will get following screen: |
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| 47 | 12 | Amarjeet Kaur | !http://forge.kayako.com/attachments/597/step-3.png! |
| 48 | 13 | Amarjeet Kaur | |
| 49 | 13 | Amarjeet Kaur | |
| 50 | 13 | Amarjeet Kaur | * *View Ticket* |
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| 52 | 14 | Amarjeet Kaur | # Click on ‘Support’ and select ‘Tickets’. Here you can see list of all tickets submitted by you. |
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| 54 | 14 | Amarjeet Kaur | !http://forge.kayako.com/attachments/598/view-tickets.png! |
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| 56 | 14 | Amarjeet Kaur | # Now click on any ‘Ticket Heading’ to view its details. |
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| 58 | 16 | Amarjeet Kaur | !http://forge.kayako.com/attachments/599/view_ticket_details.png! |
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| 61 | 16 | Amarjeet Kaur | * *Update Ticket* |
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| 63 | 16 | Amarjeet Kaur | # Click on Update button to update ticket status and priority. |
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| 65 | 17 | Amarjeet Kaur | !http://forge.kayako.com/attachments/600/update_status.png! |
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| 67 | 1 | ||
| 68 | 17 | Amarjeet Kaur | * *Post Reply* |
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| 70 | 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: |
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| 72 | 17 | Amarjeet Kaur | !http://forge.kayako.com/attachments/601/post_reply.png! |
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| 75 | 18 | Amarjeet Kaur | *Knowledgebase* |
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| 77 | 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. |
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| 79 | 18 | Amarjeet Kaur | !http://forge.kayako.com/attachments/602/knowledgebase.png! |
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| 81 | 1 | # You can view detail description of article by clicking on its heading and can also post your comment for it. |
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| 83 | 1 | http://forge.kayako.com/attachments/603/post_comment.png |