WHMCS for Zoho Desk | Online Help | Zoho Desk

WHMCS for Zoho Desk

Provisioning Modules in WHMCS, also referred to as Product or Server Modules, enable provisioning and management of services for WHMCS. As an authorized Zoho reseller, you can configure Zoho Desk module in WHMCS and make it available to your customers from your own domain. Your customers can purchase the Zoho Desk account and organizational plan that meets their preferred specifications from the store.

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 sign up page.
  2. Complete the partner sign up form and click Submit.

Install the Zoho Desk module for WHMCS

To install the Zoho Desk module for WHMCS
  1. Download the Zoho Desk provisioning module from the WHMCS Marketplace.
    The 
    zohodesk-whmcs-master.zip will download.
  2. 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 Zoho Desk module

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

Product Configuration

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

  3. Click Create a New Group.

  4. Enter the Product Group NameProduct Group Headline, and Product Group Tag line.
  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 drop-down.
  8. Enter the Product Name as Zoho Desk.
  9. Click Continue.

  10. Click the Module Settings tab.
  11. Select Zoho Desk from the Module Name drop-down.
  12. You are required to enter the Client ID and Client Secret in this tab.
  13. Additionally, enter the Admin Folder Name if you have a customized WHMCS admin directory name. Then, go to the Redirect URL field. Copy the Redirect URL.
  14. Log in to your Zoho account and navigate to the Zoho Developer Console.
  15. Click Add Client ID to create a new Client ID and Client Secret to access Zoho Desk API.
  16. Provide the appropriate Client Name and Client Domain along with the Redirect URL copied from the WHMCS Admin Area.
  17. Click Create to receive the Client ID and Client Secret.

  18. Go to the Module Settings tab in the WHMCS Admin Area to complete the process.
  19. Enter the obtained Client ID and Client Secret in the respective fields in the Module Settings page. Select your domain region from the drop-down menu.
  20. Click Authenticate.
  21. A Consent screen asking permission to access your Zoho Account data is displayed. Click Accept.
  22. Authentication Success message will be displayed. 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. In the admin page of your WHMCS account, navigate to Setup > System Settings > 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.

There are three types of configurable options:

Plan type
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'Plan Type.'
  3. Select Dropdown from the Option Type drop-down.

  4. Click Save Changes.
  5. Under Options, enter the plan type '10222 | Express'.
  6. Click Save Changes.
  7. Repeat the steps (4) and (5) for all plan types with the following values:
    1. 10216 | Standard
    2. 10217 | Professional
    3. 10218 | Enterprise
  8. Click Close Window to return to the Configurable Options page. The configured option will be listed at the bottom of the page.
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 '1000'.
  6. Click Save Changes.
  7. Click Close Window.
    The configured options will be listed at the bottom of the page under Configurable Options.
Mode of Plan
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'Mode of Plan'.
  3. Select Dropdown from the Option Type drop-down.
  4. Under Options, enter 'Start Trial Plan'.
  5. Repeat the step (4) for 'Assign Paid Plan'.
  6. Click Save Changes.
  7. Click Close Window.
    The configured options will be listed at the bottom of the page under Configurable Options.

  8. Confirm that all the configurable options you have set are listed in the Configurable Options page.

  9. Click Save Changes.
  10. Click Back to Groups List.
Zoho Desk module will be successfully installed and configured in your WHMCS admin panel. It's now ready to be purchased by your customers.

Approving Client Orders

Once your customers purchase 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 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.
    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.
  5. Select Active from the Status drop-down to approve the order.
  6. Click Save Changes.
Your client's order will be activated. They can now access their Zoho Desk account.

To manage customers' details and plans
  1. Click Click here next to URL to Manage customers on the approval page.
    You will be directed to Customer Listing page, where you can manage customers' details and plans.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • AI-based Self-Service with Answer Bot

                                                                                                                Customer service has undergone significant changes over time. In the past, customers typically contacted the support team through traditional methods such as emailing or calling a toll-free number. However, this often involved waiting for extended ...
                                                                                                              • Introduction to Zoho Desk

                                                                                                                Help Desk is a department in an organization that is in charge of providing the support needed by customers while using the company's product or a service. Customers contact the help desk when they have a question or a problem and a product expert ...
                                                                                                              • Integrating WhatsApp with Zoho Desk

                                                                                                                WhatsApp is the world's most widely used instant messaging (IM) service app, with over 2 billion users. The ubiquity of this app is reason enough for businesses of all sizes to look at it as a channel for customer support. If your customers ...
                                                                                                              • Integrating LINE with Zoho Desk

                                                                                                                LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
                                                                                                              • Zoho Service Communication Key

                                                                                                                Communication between Zoho services is essential for proper management of information. Zoho Service Communication (ZSC) Key enables you to fetch data stored in Zoho Desk from other Zoho services. For example, you will need the ZSC key for integrating ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources