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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.

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.

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
  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.

  1. 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.

  1. 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.

  1. 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

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