WHMCS for Zoho Projects | Online Help | Zoho Projects

WHMCS for Zoho Projects

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 Projects module in WHMCS and make it available to your customers from your own domain. Your customers can purchase the Zoho Projects account and organizational plan that meets their preferred specifications from the store.

Sign up as a Partner

Zoho Projects provides resellers the opportunity to partner with Zoho. Partners assist their client organizations in purchasing a Zoho Projects 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 Projects module for WHMCS

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

Configure Zoho Projects module

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

  10. Click the Module Settings tab.
  11. Select Zoho Projects 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 Projects 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 Projects module is configured, you can set customization options for your customer's Zoho Projects 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 Projects 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 '9388 | Premium'.
  6. Click Save Changes.
  7. Repeat the steps (4) and (5) for all plan types with the following values:
    1. 9389 | 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 Projects 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 Projects 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.
    Module Command Success message will appear. This means that the Zoho Projects 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 Projects 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.

    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

                                                                                                      • Zoho Projects: An Overview

                                                                                                        Zoho Projects is an online project management software that helps you run your business with ease. It stands as a comprehensive solution to your day-to-day problems in project management and adds value to your business by leaps and bounds. Here is a ...
                                                                                                      • Checklist for Zoho Projects

                                                                                                        The Checklist for Zoho Projects extension lets you create a set of instantaneous to-do lists for your tasks and issues in Zoho Projects. With this extension, you can create both checklists and templates that can be used for any of your tasks and ...
                                                                                                      • Data Administration in Zoho Projects - Concept

                                                                                                        Data Administration in Zoho Projects refers to the settings related to storage, data import, data backup and Audit log within the portal. Consider a scenario where you are a project manager looking to transition from your current project management ...
                                                                                                      • Zoho Analytics for Projects

                                                                                                        The Zoho Projects Advanced Analytics powered by Zoho Analytics, our online reporting & business intelligence service, allows you to slice and dice your projects data. Packed with 50+ ready made reports and dashboards that assist you in tracking and ...
                                                                                                      • DocuSign for Zoho Projects

                                                                                                        The DocuSign extension for Zoho Projects provides users with the e-signature functionality required to quickly complete approvals and agreements. With this extension, you can send documents, view their signing status, and even revoke the document ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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