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Amarjeet Kaur, 04/02/2013 08:11 am


Installation guide:

  1. Download WHMCS Integration Module and unzip it.
  2. Copy ‘kayako’ folder from ‘unzipped_folder/modules/support’ and paste under ‘modules/support’ directory of installed_WHMCS.
  3. Copy ‘kayako’ folder from ‘folder /templates’ and paste under ‘templates’ directory of installed_WHMCS.
  4. 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).
  5. 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.
  6. 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
  7. Go to Admin area of WHMCS installation.
  8. Go to Setup > General Settings.
  9. Click on Support tab and select ‘Kayako’ from dropdown of ‘Support Module’.

Now you are ready to use ‘WHMCS integration with Kayako’.

How to use

  • Open New Ticket
  1. In client interface of 'WHMCS installation’, click on 'Open Ticket’ and you will see the following screen:
Select your department for ticket submission and click ‘Next’.
  1. Type your message details and submit your ticket.
  2. Click on submit to save the ticket details and you will get following screen:
  • View Ticket
  1. Click on ‘Support’ and select ‘Tickets’. Here you can see list of all tickets submitted by you.
  2. Now click on any ‘Ticket Heading’ to view its details.
  • Update Ticket
  1. Click on Update button to update ticket status and priority.
  • Post Reply
  1. Click on 'Post Reply' button to follow up with your ticket and you will see a new message area to post your reply:

Knowledgebase

  1. In client interface of ‘WHMCS installation’, click on ‘Support’ and select ‘knowledgebase’. Here you will see the list of articles present in helpdesk.
  2. 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

*Swift Framework Modifications *

  1. Place class.Controller_CustomFieldGroup.php file in __swift/apps/base/api folder.
  2. You need to do certain modifications mentioned in SWIFT_modifications.doc to run 'WHMCS integration with Kayako'.
    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.

Admin_Interface_of_WHMCS_installation.png - Admin Interface for WHMCS (295.1 kB) Amarjeet Kaur, 12/03/2012 05:45 am

select_Kayako_for_support_module.png (243.3 kB) Amarjeet Kaur, 12/03/2012 05:47 am

select_genral_settings.png (307.9 kB) Amarjeet Kaur, 12/03/2012 06:00 am

API_Details.png - API Details of Kayako Helpdesk (113.5 kB) Amarjeet Kaur, 12/03/2012 06:12 am

select_Kayako_for_support_module.png - Select Kayako From Support Module Dropdown (207.1 kB) Amarjeet Kaur, 12/03/2012 06:12 am

select_department.png - Select Department (68.5 kB) Amarjeet Kaur, 12/03/2012 06:31 am

step-2.png - Add message (102.8 kB) Amarjeet Kaur, 12/03/2012 06:31 am

step-3.png - submitted ticket details (87.3 kB) Amarjeet Kaur, 12/03/2012 06:31 am

view-tickets.png - view tickets list (69.2 kB) Amarjeet Kaur, 12/03/2012 06:39 am

view_ticket_details.png - view ticket details (107.8 kB) Amarjeet Kaur, 12/03/2012 06:39 am

update_status.png - update status and priority (112.5 kB) Amarjeet Kaur, 12/03/2012 06:46 am

post_reply.png - post ticket reply (115.4 kB) Amarjeet Kaur, 12/03/2012 06:48 am

knowledgebase.png - knowledgebase (102.7 kB) Amarjeet Kaur, 12/03/2012 07:02 am

post_comment.png - view article and post comment (184.2 kB) Amarjeet Kaur, 12/03/2012 07:02 am

Admin_interface_of_whmcs_installation Select_kayako_for_support_module Select_genral_settings Api_details Select_kayako_for_support_module Select_department Step-2 Step-3 View-tickets View_ticket_details Update_status Post_reply Knowledgebase Post_comment