Difference between revisions of "Kayako"

From WHMCS Documentation

m (Added a link to Kayako, cleaned up language and added more specific references to the integrate folder and how to get files)
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'''Kayako''' is the leading [http://www.kayako.com help desk software] for businesses with multiple team members and teamwork/assignment requirements.
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Kayako is a leading help desk software, and so for those who need something a little more advanced than the support tools included in WHMCS, we have worked with Kayako to make possible integration between their software and WHMCS.
  
WHMCS now allows you to combine the best of billing with the best of support should your support needs outgrow that of the built in functionality.
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==Version 4==
  
To integrate Kayako software with WHMCS, simply take a look at the /integrate/ folder of your SupportSuite or eSupport download (available from the Kayako members' area) package for the files and instructions.   
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With Version 4, the new version of Kayako released in November 2010, we have created a loginshare module which allows your clients to login to Kayako using the same email address and password that they are registered with in your WHMCS system, without needing to re-register in your Kayako system.
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Unfortunately it is not the same full client area integration that existed for the previous version of their software, and while Kayako have stated that they will in due course be creating the same level of integration for Version 4, they have not as yet been able to provide a timeline for it being ready.
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===Setting up LoginShare===
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#Begin by downloading the loginshare module from http://www.whmcs.com/members/dl.php?type=d&id=61
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#Next upload the file from the zip download to the /modules/support/kayako/ folder of your WHMCS installation
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#Now navigate to '''General Settings > Support''' within your WHMCS system and select "Kayako" in the '''Support Module''' dropdown to activate the module
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#Then you're ready to enable User LoginShare within the settings of your Kayako system and set the LoginShare URL to the file you just uploaded @ http://www.yourdomain.com/whmcs/modules/support/kayako/loginshare.php
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And that's all there is to it. As a final step, you would then just need to update the links in your custom WHMCS homepage and header template files to point to the Kayako system files.
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==Version 3==
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For Kayako Version 3, there is a full client area integration which allows the built in support tools to be replaced by the Kayako equivalents for a seamless client area experience. The way this works is by displaying the Kayako content in place of where the WHMCS support content would normally appear.
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===Setting up Integration===
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To setup this integration, simply take a look at the /integrate/ folder of your Kayako SupportSuite or eSupport download (available from the Kayako members' area) package for the files and instructions.   
  
 
If the /integrate/ folder and its files are not present, contact Kayako support and they should be able to provide you with the files you need.
 
If the /integrate/ folder and its files are not present, contact Kayako support and they should be able to provide you with the files you need.
  
Once you have edited and uploaded the files as described by the readme document found in the /integrate/ folder, you will need to activate the integration within WHMCS. Simply log into your admin area and go to General Settings -> Support and choose '''Kayako''' from the '''Support Module''' dropdown menu.
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Once you have edited and uploaded the files as described by the readme document found in the /integrate/ folder, you will need to activate the integration within WHMCS. Simply log into your admin area and go to '''General Settings > Support''' and choose '''Kayako''' from the '''Support Module''' dropdown menu.
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__NOTOC__

Revision as of 14:01, 19 November 2010

Kayako is a leading help desk software, and so for those who need something a little more advanced than the support tools included in WHMCS, we have worked with Kayako to make possible integration between their software and WHMCS.

Version 4

With Version 4, the new version of Kayako released in November 2010, we have created a loginshare module which allows your clients to login to Kayako using the same email address and password that they are registered with in your WHMCS system, without needing to re-register in your Kayako system.

Unfortunately it is not the same full client area integration that existed for the previous version of their software, and while Kayako have stated that they will in due course be creating the same level of integration for Version 4, they have not as yet been able to provide a timeline for it being ready.

Setting up LoginShare

  1. Begin by downloading the loginshare module from http://www.whmcs.com/members/dl.php?type=d&id=61
  2. Next upload the file from the zip download to the /modules/support/kayako/ folder of your WHMCS installation
  3. Now navigate to General Settings > Support within your WHMCS system and select "Kayako" in the Support Module dropdown to activate the module
  4. Then you're ready to enable User LoginShare within the settings of your Kayako system and set the LoginShare URL to the file you just uploaded @ http://www.yourdomain.com/whmcs/modules/support/kayako/loginshare.php

And that's all there is to it. As a final step, you would then just need to update the links in your custom WHMCS homepage and header template files to point to the Kayako system files.


Version 3

For Kayako Version 3, there is a full client area integration which allows the built in support tools to be replaced by the Kayako equivalents for a seamless client area experience. The way this works is by displaying the Kayako content in place of where the WHMCS support content would normally appear.

Setting up Integration

To setup this integration, simply take a look at the /integrate/ folder of your Kayako SupportSuite or eSupport download (available from the Kayako members' area) package for the files and instructions.

If the /integrate/ folder and its files are not present, contact Kayako support and they should be able to provide you with the files you need.

Once you have edited and uploaded the files as described by the readme document found in the /integrate/ folder, you will need to activate the integration within WHMCS. Simply log into your admin area and go to General Settings > Support and choose Kayako from the Support Module dropdown menu.