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Version 22 (Gurpreet Singh, 10/29/2015 04:02 pm) → Version 23/25 (Gurpreet Singh, 10/29/2015 04:07 pm)


*Installation Procedure*

1. # Download and extract the WHMCS & Kayako integration files using the link: https://github.com/kayako/whmcs-integration/archive/master.zip
2. # In the ‘src/templates/’ folder, copy the ‘kayako’ folder and paste it into the ‘templates’ directory of your WHMCS installation.
3. # In the ‘src/modules/support/’ folder, copy the ‘kayako’ folder and paste it into the ‘modules/support/’ directory of your WHMCS installation.
4. # In the ‘includes/hooks/’ folder, copy ‘hooks.php’ and paste it into the ‘includes/hooks/’ folder of your WHMCS installation.

_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._

At this point the Kayako WHMCS Integration app is installed. All that’s left to do is the app configuration. To configure the app:

5. # Login to Admin Control Panel of your Kayako installation.
6. # On the menu sidebar, click _REST API_ and then _Settings_.
7. # Next to ‘Enable API’ select the _Yes_ radio button.
8. # Click the _Update_ button to save your changes.
9. # Click the _API Information_ link on the menu and copy all of the Kayako REST API details.

!http://forge.kayako.com/attachments/593/API_Details.png!

10. # On your WHMCS installation, go the ‘modules/support/kayako’ folder and open the ‘config.php’ file.
11. # Add the Kayako API details in their respective code sections and save your changes.
12. # Log into the Admin Control Panel of your WHMCS installation.
13. # Navigate to Set up > General Settings > Support > Support Module.
14. # Select ‘Kayako’ from the drop down and click on Save Changes.

!http://forge.kayako.com/attachments/594/select_Kayako_for_support_module.png!

15. # Whoo! You are good to go! You can now create and modify tickets using the WHMCS Kayako Integration app.

*How to use*

* *Open New Ticket*

# In client interface of 'WHMCS installation’, click on 'Open Ticket’ and you will see the following screen:

!http://forge.kayako.com/attachments/595/select_department.png!

Select your department for ticket submission and click ‘Next’.

# Type your message details and submit your ticket.

!http://forge.kayako.com/attachments/596/step-2.png!

# Click on submit to save the ticket details and you will get following screen:

!http://forge.kayako.com/attachments/597/step-3.png!

* *View Ticket*

# Click on ‘Support’ and select ‘Tickets’. Here you can see list of all tickets submitted by you.

!http://forge.kayako.com/attachments/598/view-tickets.png!

# Now click on any ‘Ticket Heading’ to view its details.

!http://forge.kayako.com/attachments/599/view_ticket_details.png!

* *Update Ticket*

# Click on Update button to update ticket status and priority.

!http://forge.kayako.com/attachments/600/update_status.png!

* *Post Reply*

# Click on 'Post Reply' button to follow up with your ticket and you will see a new message area to post your reply:

!http://forge.kayako.com/attachments/601/post_reply.png!

*Knowledgebase*

# In client interface of ‘WHMCS installation’, click on ‘Support’ and select ‘knowledgebase’. Here you will see the list of articles present in helpdesk.

!http://forge.kayako.com/attachments/602/knowledgebase.png!

# You can view detail description of article by clicking on its heading and can also post your comment for it.

http://forge.kayako.com/attachments/603/post_comment.png