Zendesk For WHMCS

About Zendesk For WHMCS

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• Additionally:

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Installation and Configuration

Some sort of description/introduction

1. Login to your clientarea and download Zendesk For WHMCS.

2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like this.

File:Z2.png

3. Afterwards log in to your Zendesk admin area in order to enable API access. Go to 'Manage' → 'API' which is located in the 'Channels' section and enable 'Token Access' . Remember to save the changes. IMPORTANT: Copy and keep your API token in a safe place. You will need it in a moment to complete the installation of the module.

File:Z3.png

4. Now go to 'Manage' → 'Security' which is located in the 'Settings' section and enable 'Single-Sign On' . Don't forget to press 'Save tab' at the bottom of the screen.

File:Z4.png

5. Scroll down to the bottom and press 'generate a new token' or use an existing one.

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6. Copy and keep your 'shared secret' in a safe place. We will need it in the next step. IMPORTANT: Make sure that you have copied the entire secret. It's longer than shown on the screen below.

File:Z6.png

7. Afterwards you need to configure one file. To do so, go to 'your_whmcs/modules/support/zendesk' and modify 'configuration.php' file. Below we will briefly describe critical variables for proper operation of the module: $token - enter your API token obtained in the step 3 $shared_secret - enter your shared secret obtained in the step 6 Other modifications aren't mandatory. All necessary information about additional changes like e.g. account name, ticket status colors or email updates you will in the configuration file as shown on the following screen.

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8. The last step is performed directly in WHMCS. Log in to your system, go to 'Setup' → 'General Settings' → 'Support' , choose 'Zendesk' from a dropdown menu and save changes.

File:Z8.png

Good job! Now your WHMCS is connected with Zendesk support system.

Management

Once Zendesk For WHMCS is installed and configured, you can create/update your ticket departments and begin to use it. Each ticket department you create in the Zendesk will be available for your customers in WHMCS clientarea.

Let's see what our Zendesk For WHMCS can do. Firstly, you can create and modify ticket fields which will show up in WHMCS while creating a new ticket. 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, new field appeared. Let's send the ticket.

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Ticket has successfully appeared in your Zendesk admin area. Do not let him wait long unanswered.

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Let's send an answer to our fellow Tester.

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Our customer received an answer with updated ticket status.

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As you noticed management of Zendesk For WHMCS is very simple and intuitive. Now you are ready to offer your customers a new level of support!

Common Problems

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