Zendesk For WHMCS
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Revision as of 12:50, 26 September 2016
Zendesk For WHMCS allows your customers to use a complex support system solution in your own WHMCS.
With our module your clients will be able to manage Zendesk tickets as if they were a part of your system.
This product replaces a standard WHMCS client area support system with Zendesk, allowing you to easily manage all the tickets.
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| ✔ View Zendesk Departments
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| ✔ Manage Existing Tickets
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| ✔ Fill Out Zendesk Ticket Fields
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| ✔ Configure And Test Server Connection
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| ✔ Disable SSL Verification
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| ✔ Disable Available Support Departments
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| ✔ Define Ticket Status Colors
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| ✔ Single Sign On (SSO) Integration
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| ✔ Export New Tickets To Zendesk
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| ✔ Export Clients To Zendesk On Tickets Creation
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| ✔ Synchronize Ticket Responses Between WHMCS And Zendesk
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| ✔ Transfer Ticket Fields Settings
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| ✔ Transfer Attachments Settings
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| ✔ Convert Markdowns To HTML
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| ✔ Custom Templates Support
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| ✔ Supports WHMCS Templates Five and Six
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| ✔ Supports WHMCS V5 and V6
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Installation and Configuration
This tutorial will show you how to successfully install and configure Zendesk For WHMCS.
We will guide you step by step through the whole installation and configuration process.
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Installation
| 1. Log in to your client area and download Zendesk For WHMCS.
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2. Upload and extract the module into the main WHMCS directory.
Files in your WHMCS directory should look like on the following screen.
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3. When you install Zendesk For WHMCS for the first time you have to rename 'license_RENAME.php' file.
File is located in 'modules/addons/Zendesk/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.
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4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.
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Activation
5. Now, you have to activate the module in your WHMCS system.
Log in to your WHMCS admin area and proceed to 'Setup' → 'Addon Modules'.
Afterwards, find 'Zendesk' and press 'Activate' button.
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6. In the next step you need to permit access to this module.
To do so, click on 'Configure' button, tick checkboxes to assign desired admin roles.
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| 7. You have just successfully installed Zendesk For WHMCS!
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Configuration
Now you have to configure your newly installed module.
Before we proceed to the configuration itself, you have to generate your API details to connect with your Zendesk account.
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API Connection
Firstly, log in to your Zendesk admin area in order to enable API access.
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Go to 'Admin' → 'Channels:' 'API'. There, in 'Settings' section find 'Token Access' and enable it.
Add new token or use existing one. Copy an active API token.
IMPORTANT: Copy and keep your API token in a safe place. You will need it in a moment to complete the configuration of the module.
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Now go to 'Settings' → 'Security' section and enable 'Single-Sign On'.
Here you can also check your remote login URL and remote logout URL.
Don't forget to press 'Save tab', you will find at the bottom of the page.
Scroll down to the bottom of page and find 'Shared Secret' section. Press 'Regenerate' to get a new shared secret token or use an existing one.
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Copy and keep your 'shared secret' in a safe place. We will need it in the next step.
Note that Shared secret is not required for Zendesk module to work itself. It is needed for SSO only.
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Server Configuration
Now, that you have safely stored API and Shared Secret tokens, you may move to the second part of configuration.
Proceed to 'Addons' → 'Zendesk' → 'Server Configuration', here you have to enter any data required to connect your WHMCS with Zendesk server.
Note! If you have used previous versions of our product, you have to copy the tokens from your 'configuration.php' file into the addon to do the update.
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Enter your Zendesk details:
- Account Name - this is your subdomain e.g. in https://modulesgarden.zendesk.com account name will be modulesgarden
- Admin Username - administrator's email used to log into your Zendesk account
- API Token - API key generated in the previous steps
- Shared Secret Token - Shared Secret key generated in the previous steps
- Disable SSL Connection - check this box if you want to turn off SSL certificate verification.
Finally, test connection, if it is successful save the changes.
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Finally, move to 'Setup' → 'General Settings' → 'Support'.
There choose 'Zendesk' support module form dropdown menu. Save changes.
From now on, your clients will see Zendesk tickets and departments (not WHMCS).
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| Good job! Now your WHMCS is connected with Zendesk support system.
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Management
Once Zendesk For WHMCS is installed and connection configured, you can create/update your ticket departments and begin using it.
Each ticket department you create in the Zendesk will be available for your customers in WHMCS client area.
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Settings
WHMCS
Before you start your actual work on support tickets with Zendesk For WHMCS, move again to 'Addons' → 'Zendesk' → 'Ticket Settings'.
This section of the addon allows easy and comfortable management of the way tickets are displayed in your client area, their visibility, sorting etc.
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In the first box 'Options', you may enable some basic settings that will be applied to tickets view in the client area.
Let's now discuss their functionality in details:
- Show Solved Tickets - if you enable this option, all tickets no matter what status they have will be displayed on the list of the latest tickets (e.g. open/new/solved/closed tickets etc.);
- Shared Login Redirection - if enabled, user is redirected to Zendesk panel after successful shared login
- Update Client Credentials - if client's email is updated in WHMCS, it's updated in Zendesk accordingly (name is also updated but only if email is changed)
- Replies Descending Order - enable this option and ticket replies will be sorted by date in descending order when viewing a ticket
- Template Name - if you decide to change your current template in your WHMCS, then change it here as well. Your custom templates are also available.
- Allowed Departments - select which of your departments from Zendesk shall be available in WHMCS ticket system
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Next to the 'Options' box you will find a box where you can assign some colors to a specific ticket status.
Click on the field to choose a color from the palette of colors or type in the number of the color you like.
Tickets of each status will be marked with selected colors on homage.
Remember to save the changes if you make any changes in ticket settings.
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| Tickets of each status are now marked with selected colors on homepage.
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Zendesk
You can also manage ticket fields, that are available in WHMCS on a new ticket form, directly in Zendesk.
Move to 'Zendesk' → 'Admin' → 'Manage' → 'Ticket Fields'. On this site you can activate/deactivate/edit any system and custom fields or add new ones.
For test purposes we activated and adjusted 'Priority' field according to our needs.
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As you can see on the screen below, a new field appeared in WHMCS client area.
Edit/add ticket fields to adjust the ticket form perfectly to your needs.
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Support Tickets
Move to your Client Area. There, on your homepage, is a 'Recent Support Tickets' box.
You will find the latest tickets available in your system. The visible tickets are marked with colors related to their current status.
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Now, we will create a ticket message to show the flow. Just like in case of standard WHMCS support ticket, choose department,
then enter subject, type in the ticket message and fill out any additional ticket fields that you feel are useful and will help you get a satisfactory answer faster.
Submit the ticket.
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| A new ticket, sent with Zendesk For WHMCS module, is immediately visible in Zendesk admin area.
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| Do not hesitate and send a reply to this ticket.
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| Client has received an answer. Note that the ticket status has been updated as well.
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Tips
| 1. If you create a custom field in Zendesk, it will be also visible in WHMCS. Custom fields need to be enabled/visible/editable_by_client.
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| 2. When you add ' |clientservice' at the end of the custom field title, a select with list of products and domains will show up.
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3. Since Zendesk does not fully support WHMCS option to reopen closed tickets, 'Close ticket 4 days after status is set to solved'
option is currently the only possibility to get around it. To enable configure this option proceed to Zendesk → Business Rules → Automations.
Find there the option and edit it.
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Here you can configure the time until when tickets can be reopened by an answer from the client.
Maximum possible time is now 672 hours (28 days).
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4. Attachments are managed in Zendesk, therefore if you do not enable them in Zendesk, your clients will not be allowed to add any in their tickets.
To enable attachments in Zendesk please move to 'Zendesk' → 'Settings' → 'Tickets' → 'Attachments'. There enable both options:
- Customers can attach files
- Require authentication to download
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| In case you can see only one option, make sure you have your 'Help Center' active.
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Common Problems
| 1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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2. When you try to open a new ticket and you get error 'Unable to authenticate' , this means that the user's email is already registered in Zendesk, but it's not verified yet.
To solve the problem log in to your Zendesk admin area and verify the email through clicking 'Verify now' as presented on the screen below.
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