Installation Steps

Getting Started

  1. Download and install the latest release of the WHMCS Auto-Provision module using our IBG Module Loader.

  2. Log into WHMCS and go to Setup -> Addon Modules and activate the WHMCS Auto-Provision addon. Enter the license key provided to you and select the appropriate level of access for the addon. Note: To obtain your module license key, please log into the client portal at https://secure.insyncbusinessgroup.com.



  3. (Required but you can use existing settings, if desired) Login to your hosting server admin console and create a new hosting package for your WHMCS only hosting accounts. If you have an existing hosting package that you want to use (must allow at least 1 MySQL database and 1 FTP account for account provisioning), then you do not need to create a new package. Allow enough disk space and bandwidth to provide an adequate experience to your customers. You can create multiple packages if you are going to offer different disk space/bandwidth allowance options. Remember, if you are not going to offer hosting server control panel access for these accounts, you do not need to enable all of the hosting account features such as FrontPage, CGI, E-Mail Accounts, etc. However, due to the nature of how WHMCS operates, client's will need at least FTP access to their WHMCS site in order for them to customize their own modules and themes. 


Choose How to Use the Module

A WHMCS site can be provisioned using either a product (which will also provision a new website hosting account before installing WHMCS) or product addon (which will install WHMCS onto an existing website hosting account). 

Option 1: Installing WHMCS Using a Product

  1. Navigate to the Setup -> Products/Services -> Servers area.




  2. Create a new server group called WHMCS (or something similar).



  3. Add a new server the same way you would a regular hosting server. In the Type dropdown under Server Details, select the module “Appprovisionwhmcs”. Enter your WHM root or reseller admin credentials and Access Hash (if available).




  4. Navigate to the Setup -> Products/Services -> Products/Services area.



  5. (Optional, but suggested) Create a new Product/Service group for the WHMCS accounts.



  6. Add a new product/service for the WHMCS accounts. Select Product Type as Hosting Account and enter any applicable pricing and term information. Be sure to select that a domain is required for this product/service (if one is not provided during the ordering process, the WHMCS site will not be provisioned). Under the Module Settings tab, select the module “Appprovisionwhmcs”, the appropriate Server Group, and enter the WHM hosting package details that you wish to assign.


Option 2: Installing WHMCS Using a Product Addon

  1. Navigate to the Setup -> Products/Services -> Product Addons area.



  2. Create a new product addon that will be used to provision a new WHMCS site. Associate the addon to an existing product which is assigned to a cPanel or DirectAdmin hosting server (additional hosting platforms may be supported in the future).

Please Note: It is important that when using a product addon, be sure to configure the WHMCS settings to install using a custom install folder (sub-folder). This will ensure that the WHMCS site being provisioned as an addon does not override the content of the main website located in the /public_html/ folder. 

Attaching WHMCS Provisioning Settings to a Product or Product Addon

  1. Navigate to the Addons -> WHMCS Auto-Provision.



  2. Click the Add New Product Settings link to create a new product configuration profile.



  3. Select the correct hosting platform that the associated product is configured for. Selecting the incorrect hosting platform will cause the provisioning process to fail.

  4. Set the remaining configuration settings as desired. Click on the blue question mark icon next to each option for further details about that item.


A Note About Hosting Server Control Panel Access

These settings only apply when provisioning WHMCS using a product and not a product addon.

  1. If you are not going to allow hosting server control panel access: Navigate to the Setup -> Products/Services -> Products/Services area, select the appropriate product and under the Details tab, ensure that the Welcome Email field is set to None. This will prevent WHMCS from sending the client an automated e-mail containing their hosting server control panel username and password.

  2. If you are going to allow hosting server control panel access: Navigate to the Setup -> Products/Services -> Products/Services area, select the appropriate product and under the Details tab, select an appropriate e-mail template in the Welcome Email field (e.g. Hosting Account Welcome Email). This will allow WHMCS to send an automated e-mail to the client containing their hosting server control panel username and password.
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