Difference between revisions of "Mobile App: Connecting to WHMCS"

From WHMCS Documentation
 
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This article refers to the WHMCS Mobile app available for download from the [https://apps.apple.com/us/app/whmcs/id1516241118?ls=1 App Store] and [https://play.google.com/store/apps/details?id=app.whmcs.mobile.android Google Play].
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{{MobileApp}}
  
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To use the WHMCS Mobile app with your WHMCS installation, you need to establish a connection profile using the steps below:
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You can download the WHMCS Mobile app from the [https://apps.apple.com/us/app/whmcs/id1516241118?ls=1 App Store] and [https://play.google.com/store/apps/details?id=app.whmcs.mobile.android Google Play].
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== Connecting to WHMCS ==
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To use the WHMCS Mobile app with your WHMCS installation, you must establish a connection profile.
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To do this:
  
 
# Open the WHMCS Mobile application
 
# Open the WHMCS Mobile application
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# Upon the first launch, you will be automatically asked to create a new connection profile. Alternatively, navigate to Settings > Manage/Switch Profiles and click the New icon (+).
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# Upon the first launch, you will be automatically asked to create a new connection profile. Alternatively, navigate to '''Settings > Manage/Switch Profiles''' and click the New icon (+).
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# Enter the profile details as follows:
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# Enter the required profile details.
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#* ''WHMCS Installation URL'': should be the URL to the client area of your WHMCS installation - also the same as the ''System URL'' found in '''Setup > General Settings > General''' within the admin area.
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#* For '''WHMCS Installation URL''', enter the URL for the Client Area of your WHMCS installation. You can find this as '''System URL''' in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings > General'''.
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#* '''Admin Username''': Enter the username you use to login to the web based admin panel
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#* For '''Admin Username''', enter the username you use to log in to the web-based admin panel.
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#* '''Admin Password''': Enter the password you use to login to the web based admin panel
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#* For '''Admin Password''', enter the password you use to log in to the web-based admin panel.
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#* '''API Access Key''': Enter your '''API Access Key''' or if this is the first time using an API Access key, create one using the steps below:
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#* For '''API Access Key''', enter your '''API Access Key'''. If this is the first time using an API Access key, create one using the steps below and then enter it:
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#** '''Creating an API Access Key for the first time'''
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#*# Open the <tt>configuration.php</tt> file in your WHMCS installation directory using a text editor.
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#** Open the ''configuration.php'' file found in your WHMCS installation directory using a text editor
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#*# Add the following line to the end of the file:<div class="source-cli">$api_access_key = "YOUR_API_ACCESS_KEY";</div>Replace YOUR_API_ACCESS_KEY with a randomised series of letters and numbers. You can use the following special characters:<div class="source-cli">! @ # $ % . ( ) * [ ] - _</div>
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#** Add the following line to the end of the file:<div class="source-cli">$api_access_key = "YOUR_API_ACCESS_KEY";</div>
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#** Save the file and upload it to your server.
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#** Replace YOUR_API_ACCESS_KEY with a randomised series of letters and numbers
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#* Click '''Validate Credentials''' to test the connection.
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#** Save changes to the ''configuration.php'' file and upload to your server
 
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#** Now enter the API Key you created in the field where requested
 
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#* Finally, click the '''Validate Credentials''' button to test the connection
 
  
 
Upon success, the connection profile will be created and saved and you will be redirected to the app dashboard.
 
Upon success, the connection profile will be created and saved and you will be redirected to the app dashboard.
  
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[[File:Profile_creation.png|left|thumb|Profile Creation Screen]]
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[[File:Profile_creation.png|none|thumb|Profile Creation Screen]]
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{{MobileApp}}

Latest revision as of 19:17, 26 April 2022

You can download the WHMCS Mobile app from the App Store and Google Play.

Connecting to WHMCS

To use the WHMCS Mobile app with your WHMCS installation, you must establish a connection profile.

To do this:

  1. Open the WHMCS Mobile application
  2. Upon the first launch, you will be automatically asked to create a new connection profile. Alternatively, navigate to Settings > Manage/Switch Profiles and click the New icon (+).
  3. Enter the required profile details.
    • For WHMCS Installation URL, enter the URL for the Client Area of your WHMCS installation. You can find this as System URL in the General tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings > General.
    • For Admin Username, enter the username you use to log in to the web-based admin panel.
    • For Admin Password, enter the password you use to log in to the web-based admin panel.
    • For API Access Key, enter your API Access Key. If this is the first time using an API Access key, create one using the steps below and then enter it:
      1. Open the configuration.php file in your WHMCS installation directory using a text editor.
      2. Add the following line to the end of the file:
        $api_access_key = "YOUR_API_ACCESS_KEY";
        Replace YOUR_API_ACCESS_KEY with a randomised series of letters and numbers. You can use the following special characters:
        ! @ # $ % . ( ) * [ ] - _
      • Save the file and upload it to your server.
    • Click Validate Credentials to test the connection.

Upon success, the connection profile will be created and saved and you will be redirected to the app dashboard.

Profile Creation Screen


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