WHMCS – Configuration Questions
How do I link services and users to WHMCS?
Linking Services
Under some circumstances, you may want to set up a service as if it had been purchased via 20i on your WHMCS install. This may include cases where you've migrated your Reseller Hosting from another WHMCS provider and want to continue to provide the same services to your existing customer. Linking the existing service that you have set up in WHMCS with 20i means that your customers can log in and manage the hosting through their own WHMCS login.
Manual method:
- Log in to My20i.
- Go to Manage Hosting
- Click Options -> Edit on the package you're looking for
- Copy the ID number from the header
- Go to the Product/Service in WHMCS Admin
- Paste the ID number into the "packageId" field near the bottom
Autodetect method:
- Go to the Product/Service in WHMCS Admin
- In the "packageId" field near the bottom, type an asterisk ' * '
Autodetect only works when you have a package with a name which exactly matches the domain name in WHMCS. The behaviour is undefined if you delete and recreate a package, or move a domain name between packages.
Linking Stack Users
If you've set up Stack Users, you may want to link them to an existing client set up on WHMCS so that your customer can access all their services from within WHMCS without having to go back to your StackCP site. This is only applicable to existing unlinked Stack Users, as new Stack Users are set up automatically whenever a new order is placed in WHMCS.
Note: Imported users will not have their access changed, so you may also want to review which services they have access to.
Manual method:
- Log in to My20i.
- Go to StackCP Users
- Click Options -> Edit on the User you're looking for
- Copy the User reference from the header (something like "stack-user:42")
- Go to the appropriate Client in WHMCS admin
- Select Profile
- Paste the user reference into your Stack User field near the bottom
Autodetect method:
- Go to the appropriate Client in WHMCS admin
- Select Profile
- In your Stack User field (towards the bottom of the page), type an asterisk "*"
If you use autodetect, you should be aware that this may connect a Stack user which you didn't intend to allow access to. Autodetect only works when the WHMCS user email address exactly matches one of your stack user email addresses.
Note: WHMCS is still a very much liked billing and automation option for resellers. But there are more options on the market. You should read about WHMCS alternatives.
Integrating WHMCS 8 with your 20i Reseller Account
1. Overview
Setting up Web Host Manager Complete Solution (WHMCS) with your 20i Reseller Hosting account allows you to automate the provisioning of your 20i services to your own clients. Clients will be able to buy products from your site without the need for you to set them up manually from within your 20i account.
Note: you can also use HostShop, 20i's free and fully integrated billing solution as an alternative to WHMCS. View Setup Guide.
2. Getting Started
To set up WHMCS with 20i you'll first need to buy a licence. If you have an existing licence you can purchase 20i's discounted WHMCS licence and switch this over using the guide here: How do I change the license key WHMCS uses?
Once you've bought the WHMCS licence you'll need to install it to your webspace.
3. Installing WHMCS
At 20i we give you a one-click installation process for WHMCS. To use this, head to https://my.20i.com/whmcs. You'll see the 'Install' button next to your active licence. Select this and you'll be prompted to select a package and a directory to install WHMCS.
Once you’ve installed WHMCS, log in into your admin panel: www.Yourdomain.com/yourWHMCSdirectory/admin
Now that you’ve logged-in you'll need to obtain the combined API key. This can be found within your 20i Reseller account by going to “Reseller Management” > “Reseller Preferences” > “API”, or by going here: https://my.20i.com/reseller/api
Note: Please keep a note of the Combined API Key as this will be used later on.
4. Adding Custom Client Fields
When your clients sign up and buy products, a StackCP User needs to be created to allow them access to manage their products. Their level of access can be controlled by you as the Reseller. To enable StackCP User creation when your clients sign up you'll need to create a custom client field.
• You can name the first field anything you like, for example, “StackCP User”.
• You can now proceed to create product/services fields.
5. Connecting to the API
- Within your WHMCS admin, navigate to “System Settings” > “Servers”
- You can use any valid hostname, for example, "20i.com".
- You will need to enter your default name servers this will be:
ns1.stackdns.com
ns2.stackdns.com
ns3.stackdns.com
ns4.stackdns.com
Note: If you have Virtual Nameservers (custom nameservers) you can enter these instead.
• Locate server details a little further down the page and select “20i”. You can leave the username blank and then enter in the combined API key as the password.
6. Creating product/services fields
- You'll now want to add the products that you'll be selling from 20i via WHMCS. These will be the hosting package types that you've set up within your My20i account.
- Navigate to “System Settings” > “Products/Services”. Create a product group if you don't have one using whatever details you like. Then create a new product. On that product select the 'Custom Fields' tab.
- The Field Name will need to be “packageId”. You will need to select this field to be 'Admin Only'.
- Once you've done this head to the 'Module Settings' tab. From here, select '20i' from the 'Module Name' drop-down menu.
- From the 'Type Code' dropdown, select the package type for the product you're configuring.
- Select 'Save Changes'.
Note: For each product/service you configure you'll need to add a new custom field.
You can now proceed to set up 20i as the domain registrar.
7. Setting up domain registrars
- Within your WHMCS admin, navigate to “System Settings” > “Domain registrars”.
- You should see '20i' in the list of modules, please select 'Configure'.
- Enter your combined API key into the 'Password' field. (You can leave your admin username blank)
- Select your admin user.
- Select your custom user field that you created. Our example was “StackCP User”.
You can now click 'Activate'.
Note: If your WHMCS installation is hosted elsewhere, you'll need to ensure outgoing port 3000 is open to ensure our API can connect.
8. What's next?
Now the 20i WHMCS module should now be linked with your account. If you already have services and StackCP users within 20i then you'll want to import those into your WHMCS set up.
If you have existing user/products with us that you wish to add to your WHMCS installation, please see our guide on adding them here.
Note: WHMCS is still a very much liked billing and automation option for resellers. But there are more options on the market. You should read about WHMCS alternatives.
How do I import StackCP Users from a CSV file?
20i Resellers can import StackCP Users from a CSV through the My20i control panel.
To do so, head to StackCP Users > Import Users from CSV. The CSV must have the following headings, and each cell must be wrapped in quotation marks, with empty cells filled with two quotation marks (i.e., "").
CSV Headings from left to right.
- Name
- Company Name
- Company Number
- Trading Name
- Address
- City
- County
- Postcode
- Country Code
- Phone Number
Note: If you're using a program such as Excel, your CSV may be formatted to not show the quotation marks. You can try opening the CSV in a program such as Notepad to check the formatting.
Can I use WHMCS with my Reseller Hosting Package?
Yes - you can absolutely use WHMCS with our platform. We offer a WHMCS module that integrates perfectly with our platform.
You can find the module by logging in to your My20i account and going here: WHMCS.
We have a full comprehensive guide on integrating WHMCS with your reseller account to get you started as quick as possible.
All our Reseller Hosting comes with a free WHMCS module and get can a discount on their WHMCS license.
Read more about why it might be right for you to consiter a alternative to WHMCS
How do I change the license key WHMCS uses?
As a 20i reseller, you can buy a discounted WHMCS license. If you have a pre-existing WHMCS license, you'll then need to change the license key in your WHMCS system.
To do this, log in to the admin area and go to Help > Change License Key.
You can then enter your new license key, along with your admin login details to verify the change.
If you are getting a 'license invalid error' - so that you are unable to login - there is a link to the Change License page from that error page.
Further instructions can be found at: WHMCS Support - Licensing.
If you don't want to worry about licenses at all, you can use 20i's free alternative to WHMCS, HostShop!
Integrating WHMCS with your Reseller Account
1. Overview
Setting up Web Host Manager Complete Solution (WHMCS) with your 20i Reseller Hosting account allows you to automate the provisioning of your 20i services to your own clients. Clients will be able to buy products from your site without the need for you to set them up manually from within your 20i account.
Note: you can also use HostShop, 20i's free and fully integrated billing solution as an alternative to WHMCS. View Setup Guide.
2. Getting Started
To set up WHMCS with 20i you'll first need to buy a licence. If you don't have an existing licence you can purchase 20i's discounted WHMCS licence and switch this over using the guide here: How do I change the license key WHMCS uses?
Once you've bought the WHMCS licence you'll need to install it to your webspace.
3. Installing WHMCS
At 20i we give you a one-click installation process for WHMCS. To use this, head to https://my.20i.com/whmcs. You'll see the 'Install' button next to your active licence. Select this and you'll be prompted to select a package and a directory to install WHMCS.
Once you’ve installed WHMCS, log in to your admin panel: www.Yourdomain.com/yourWHMCSdirectory/admin
Now that you’ve logged in you'll need to obtain the combined API key. This can be found within your 20i Reseller account by going to “Manage Reseller” > “API”, or by going here: https://my.20i.com/reseller/api
Note: Please keep a note of the Combined API Key as this will be used later on.
4. Adding Custom Client Fields
When your clients sign up and buy products, a StackCP User needs to be created to allow them access to manage their products. Their level of access can be controlled by you as the Reseller. To enable StackCP User creation when your clients sign up you'll need to create a custom client field.
• You can name the first field anything you like, for example, “StackCP User”.
• You can now proceed to create product/services fields.
5. Connecting to the API
- Within your WHMCS admin, navigate to “System Settings” > “Servers”
- You can use any valid hostname, for example, "20i.com".
- You will need to enter your default name servers this will be:
ns1.stackdns.com
ns2.stackdns.com
ns3.stackdns.com
ns4.stackdns.com
Note: If you have Virtual Nameservers (custom nameservers) you can enter these instead.
• Locate server details a little further down the page and select “20i”. You can leave the username blank and then enter in the combined API key as the password.
6. Creating product/services fields
- You'll now want to add the products that you'll be selling from 20i via WHMCS. These will be the hosting package types that you've set up within your My20i account.
- Navigate to “System Settings” > “Products/Services”. Create a product group if you don't have one using whatever details you like. Then create a new product. On that product select the 'Custom Fields' tab.
- The Field Name will need to be “packageId”. You will need to select this field to be 'Admin Only'.
- Once you've done this head to the 'Module Settings' tab. From here, select '20i' from the 'Module Name' drop-down menu.
- From the 'Type Code' dropdown, select the package type for the product you're configuring.
- Select 'Save Changes'.
Note: For each product/service you configure you'll need to add a new custom field.
You can now proceed to set up 20i as the domain registrar.
7. Setting up domain registrars
- Within your WHMCS admin, navigate to “System Settings” > “Domain registrars”.
- You should see '20i' in the list of modules, please select 'Configure'.
- Enter your combined API key into the 'Password' field. (You can leave your admin username blank)
- Select your admin user.
- Select your custom user field that you created. Our example was “StackCP User”.
You can now click 'Activate'.
Note: If your WHMCS installation is hosted elsewhere, you'll need to ensure outgoing port 3000 is open to ensure our API can connect.
8. What's next?
Now the 20i WHMCS module should now be linked with your account. If you already have services and StackCP users within 20i then you'll want to import those into your WHMCS set up.
If you have existing user/products with us that you wish to add to your WHMCS installation, please see our guide on adding them here.
Note: WHMCS is still a very much liked billing and automation option for resellers. But there are more options on the market. You should read about WHMCS alternatives.