Sign up as a Partner     

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 Recruit module for WHMCS     

To install the Zoho Recruit module for WHMCS

1. Download the Zoho Recruit provisioning module from the WHMCS Marketplace.
   The zohorecruit-whmcs-master.zip will download.
2. Unzip the file and go to zohorecruit-whmcs-master > modules > servers > zoho_recruit.
   
3. Using your FTP client, upload the zoho_recruit folder into the /modules/servers directory of your WHMCS installation.
   

Configure Zoho Recruit 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 Name, Product 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 Recruit.
   
9. Click Continue.
   
10. Click the Module Settings tab.
    
11. Select Zoho Recruit 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 Recruit 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     

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 Recruit product in the Assigned Products section.
5. Click Save Changes.
   

Plan category       

1. Click Add New Configurable Option.
   
2. Under Option Name, enter 'Plan Category.'
   
3. Select Dropdown from the Option Type drop-down.
   
4. Click Save Changes.
   
5. Under Options, enter the plan category 'Staffing Plan'.
   
6. Repeat the step (5) for 'HR Plan'.
   
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.
   

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 'Standard'.
   
6. Click Save Changes.
   
7. Repeat the steps (4) and (5) for all plan types with the following values:
   
1. Professional
   
2. 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 to go back to the Configurable Options page. The configured option will be listed at the bottom of the page.
   

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 to go back to the Configurable Options page. The configured option will be listed at the bottom of the page.
   
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.
    

Approving Client Orders     

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 Recruit 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. 

To manage customers' details and plans

1. Select 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.