Zoho Mail Module for WHMCS

Zoho Mail Module for WHMCS

Zoho Mail Module for WHMCS helps all the Zoho Mail authorized Partners/ Resellers to provision Zoho Mail accounts using the WHMCS system. It allows the clients to buy Zoho Mail services with the preferred specifications from the options made available to them by the Resellers.

Sign up as Partner

Zoho Mail provides opportunities to partner with Zoho. The partners can assist their client organizations to set up and use domain-based email accounts using the Zoho Mail Partner Admin Console. The Partner Admin Console helps the partners to manage multiple client organizations under them. 

To become a partner of Zoho Mail, navigate to the Partner Sign up page. Enter the relevant details in the respective fields of the Partner sign up form and click Submit

How to install Zoho Mail Module for WHMCS?

  1. You can download the Zoho Mail Provisioning module from the WHMCS Marketplace
  2. A zip file with the name 'zm-whmcs-1.0' will be downloaded. You have to unzip the file on your computer. Navigate to zm-whmcs-1.0 >> modules >> servers >> zoho_mail.
  3. With the help of your FTP client, upload the 'zoho_mail' folder into the /modules/servers Directory of your WHMCS installation.

Configuring Zoho Mail email module for WHMCS

Product Configuration

  1. Login to your WHMCS account and navigate to the WHMCS Admin Area.
  2. In order to create a new group for email hosting products, go to Setup >> Products/Services >> Products/Services. You can also use an existing group to create a new product for the Zoho Mail module.
  3. Click Create a New Group.
  4. Enter the desired Product Group Name, Headline and tagline in the respective fields. Click Save Changes to create the group with the entered details.
  5. The next step is to create a product inside the created group for the Zoho Mail module. Click Create a New Product.
  6. Select the Product Type and Product Group from the respective dropdowns. Enter the preferred Product Name.
  7. The Edit Product page will open. In the Details tab, enter the Product Description.
  8. Open the Module Settings tab of the Edit Product page. From the Product Name dropdown, select Zoho Mail.
  9. You are required to enter the Client ID and Client Secret in this tab. Go to the Redirect URL field. Copy the Redirect URL.
  10. Login to your Zoho Mail account and navigate to the Zoho Developer Console.
  11. Click Add Client ID to create a new Client ID and Client Secret to access Zoho Mail API.
  12. Provide the appropriate Client Name and Client Domain along with the Redirect URL copied from the WHMCS Admin Area. 
  13. Click Create to receive the Client ID and Client Secret.
  14. Go to the Module Settings tab in the WHMCS Admin Area to complete the process.
  15. Enter the obtained Client ID and Client Secret in the respective fields in the Module Settings page. Select your domain region from the dropdown.
  16. Click Authenticate
  17. A Consent screen asking permission to access your Zoho Account data is displayed. Click Accept.
  18. Authentication Success message will be displayed. Click Save Changes.

Configurable Options

Configurable Options allow you to provide customization options for the Zoho Mail service to your clients.

  1. In order to assign Configurable Option to a group, go to Setup >> Products/Services >> Configurable Options.
  2. Click Create a New Group.
  3. Enter the Group Name and Description. Select newly created Zoho Mail product in the Assigned Products section and click Save Changes.
  4. Click on the Add New Configuration Option button. WHMCS Configurable Option window will open. 
  5. Configurable Option 1: No.of Mailboxes
    • Enter the Option Name and select the Option Type as Quantity from the dropdown. Click Save Changes and set the Minimum and Maximum quantity of mailbox required. Set 0 as the maximum for unlimited quantity.
    • Enter Mailbox in the Add Option field and click Save Changes.
    • Enter the preferred Setup and Pricing cost based on the frequency of payment and click Save Changes.
    • No.of Mailboxes Configurable Option has been set.
    • Click Close Window to go back to the Configurable Options page in WHMCS Control Panel.
  6. Configurable Option 2: Plan Type and Storage size
    • Click on the Add New Configuration Option button again.
    • Enter the Option Name and select the Option Type as Radio from the dropdown. Click Save Changes.
    • Enter the first Plan type in the Add Option field and click Save Changes.
    • Enter the preferred Setup and Pricing cost based on the frequency of payment and click Save Changes.
    • Enter the second plan type in the Add Option field at the bottom. Enter the Setup and Pricing cost in the fields corresponding to this Plan Type.
    • Repeat the last two steps to all the required Plan Types. Once all the plan types and corresponding pricing values are added, click Save Changes
    • Click Close Window to go back to the Configurable Options page in WHMCS Control Panel.
  7. Make sure both the Configurable Options you have set will be listed in the Configurable Option Groups page and click Save Changes. Click Back to Groups List.

Zoho Mail Email module has been installed and configured in your WHMCS Admin Panel. 

Approving Client Orders

Your clients will now be able to buy Zoho Mail service with the preferred no.of mailboxes and Plan Type. Once your client purchases the Zoho Mail service, you need to approve the Pending Order to complete the Purchase procedure.

  1. In your WHMCS Admin Panel, go to Order >> List All Orders.
  2. Manage Orders page opens where all the pending orders are listed. Click on the Client Name of the order that needs to be approved.
  3. Client profile will open. Click on the Products/ Services tab.
  4. Click on the Create button in the Module Commands field (above Authenticate field).
  5. Module Command Confirmation dialog appears. Click Yes.
  6. Module Command Success message appears indicating that Mailbox has been created for the domain. The Client Domain, Super Admin, ZOID and Domain Verification fields are automatically filled. 
  7. Once this Authentication process is completed, select Active from the dropdown in the Status field to approve the order. Click Save Changes

Note:

You can click on the Click here link in the URL to Manage Customers field of the Client Profile to navigate to your Zoho Mail Partner Admin console. You can do the verification process for your customer from here.

The Order placed by your client is activated. They can now access their Zoho Mail Control Panel and Mailbox from the Manage Products page in the Client Area.

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