Zoho Desk - WHMCS Integration for Resellers

Zoho Desk - WHMCS Integration for Resellers

The Zoho Desk module extension for WHMCS allows authorized Zoho resellers to create Zoho Desk accounts within WHMCS. Customers can choose the Zoho Desk account and organizational plan that meets their preferred specifications.

Sign up as a Partner
Zoho Desk provides resellers the opportunity to partner with Zoho. Partners assist their client organizations in purchasing a Zoho Desk account from their domain.

To become a partner:
  1. Go to the partner signup page.
  2. Complete the partner signup form and click Submit.

To install the Zoho Desk module for WHMCS:
  1. Download the Zoho Desk provisioning module from the WHMCS Marketplace.
  2. zohodesk-whmcs-master.zip will download. Unzip the file and go to zohodesk-whmcs-master > modules > servers > zoho_desk.
  3. Using your FTP client, upload the zoho_desk folder into the /modules/servers directory of your WHMCS installation.

Configure the Zoho Desk module for WHMCS
The Zoho Desk module is created within a group in WHMCS. To configure the Zoho Desk module in WHMCS, create a group and then add Zoho Desk as a product within it. You can also use existing groups to configure the Zoho Desk module.

To create a new group and a product within the group:
  1. Log in to your WHMCS account and navigate to the WHMCS admin page.
  2. Go to Setup > Products/Services > Products/Services.



  3. Click Create a New Group.



  4. Enter the Product Group Name, Product Group Headline, and Product Group Tagline.
  5. Click Save Changes.



  6. Click Create a New Product.
  7. Under Create a New Product, select the Product Type and Product Group from the dropdowns.
  8. Enter the Product Name.
  9. Click Continue.



  10. Click the Module Settings tab.



  11. Select Zoho Desk from the Module Name drop-down.
  12. Select Domain Region from the Domain drop-down.
  13. Under Authtoken, click the Click here link to generate an authtoken.
  14. Copy and paste the generated authtoken in Authtoken.
  15. Click Save Changes.

Configurable Options
This feature lets you assign configurable options to a group. Once the Zoho Desk module is configured, you can set customization options for your customer's Zoho Desk service.

  1. On the admin page of your WHMCS account, go to Setup > Products/Services > Configurable Options.



  2. Click Create a New Group.
  3. Enter the Group Name and Description.
  4. Select the Zoho Desk product in the Assigned Products section.
  5. Click Save Changes.



  6. Click Add New Configurable Option.



There are two types of configurable options.

Configurable option one: Plan Type
  1. Under Option Name, enter 'Plan Type.'
  2. Select Dropdown from the Option Type drop-down.
  3. Click Save Changes.
  4. Under Options, enter the plan type '10214 | Professional'.
  5. Click Save Changes.
  6. Under Options, enter the plan type '10215 | Enterprise'.
  7. Click Save Changes.
  8. Click Close Window to go back to the Configurable Options page. The configured option will be listed at the bottom of the page.




Configurable option two: Number of users
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'No of users'.
  3. Select quantity from the Option Type drop-down.



  4. For Minimum Quantity Required, enter '1' 
  5. For Maximum Quantity Required, enter '0' (Unlimited).
  6. Click Close Window.
    The configured options will be listed at the bottom of the page under Configurable Options.
  7. Confirm that all the configurable options you have set are listed in the Configurable Options page.
  8. Click Save Changes.



  9. Click Back to Groups List.

Zoho Desk has been successfully installed and configured in your WHMCS admin panel. It's now ready to be purchased by users.

Approving Client Orders
Once your client purchases the Zoho Desk service, their request will be included in your Pending Orders. These orders need to be approved to complete your client's purchase.

To approve a client order:
  1. In your WHMCS admin panel, go to Orders > List All Orders.
  2. Select the client whose order you want to approve.
  3. Under the Products/ Services tab, click Create next to Module Commands.
  4. Click Yes.



  5. The Module Command Success message will appear. This means that the Zoho Desk portal has been created for the domain. The Super Admin and ZOID fields will be automatically filled.
  6. Select Active from the Status drop-down to approve the order.
  7. Click Save Changes.
Your client's order has been activated. They can now access their Zoho Desk account.

To manage customers' details and plans:
  1. Log in to the Zoho Payments zstore page.
  2. Select the customer from Customer Listing page to manage their details and plans.

    • Related Articles

    • Highrise for Zoho Desk

      View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...

    • GoToWebinar for Zoho Desk

      Webinars help give product demos and make a great tool for customer support. The GoToWebinar extension for Zoho Desk helps support agents explain their product efficiently through webinars, allowing them to resolve support tickets faster. With this ...

    • Zoho Desk for Salesforce CRM Integration

      Salesforce is a popular solution for customer relationship management software primarily due to its flexible configuration, cloud accessibility and easy integration of data between a business' other software systems. The Zoho Desk for Salesforce ...

    • Setting up Zoho Projects Integration

      Encourage collaboration between your customer support and product teams by integrating with Zoho Projects. The integration enables you to automatically create tasks and submit issues in Zoho Projects from inside support tickets. For example, if your ...

    • babelforce Integration with Zoho Desk

      babelforce integration with Zoho Desk helps you answer all your customer support calls right inside your help desk. You can view the caller information while you receive calls from your babelforce number to deliver context-aware customer service. ...