Integrating WHMCS with Your MXroute Reseller Account

This guide explains how to set up WHMCS to automate the provisioning and billing of your MXroute reseller services. Follow these steps to create a seamless customer experience with automated account creation.

WARNING

This guide is under ongoing development and may be updated with additional information.

Prerequisites

Before setting up WHMCS integration:

• You must have an active MXroute reseller account
• You need to create packages in DirectAdmin that correspond to your WHMCS products
• You should have a working WHMCS installation

Step 1: Create a Welcome Email Template

First, set up a welcome email that will be sent to customers when they purchase your service:

1. In WHMCS, navigate to Setup > Email Templates
2. Set Email Type to Product/Service
3. Create a new template with the following details:
   • Name: Your service welcome email name
   • Subject: Welcome to your new email service
   • Message: Create a custom welcome email using WHMCS variables

A sample welcome email template is available via this Google Docs link.

Step 2: Add Your MXroute Server to WHMCS

Next, configure your MXroute server in WHMCS:

1. Go to Setup > Products/Services > Servers
2. Click Add New Server
3. Complete the server form with these specific details:
   • Name: Use your server's lowercase name
   • Hostname: Enter the full server hostname
   • Type: Select DirectAdmin
   • Username: Your reseller account username
   • Password: Your reseller account password

Step 3: Create Product in WHMCS

Now create the product that your customers will purchase:

1. Navigate to Setup > Products/Services > Products/Services
2. Click Create a New Product
3. Select Shared Hosting as the product type (not Reseller Hosting)
4. Configure the required product details

Product Configuration

Configure the following tabs:

Module Settings Tab

• Set the Module Name to DirectAdmin
• Configure the following settings:
  • Server: Select the server you added in Step 2
  • Username Type: Choose an appropriate option
  • Package: Select the corresponding DirectAdmin package

Pricing Tab

• Set up your pricing structure
• Configure billing cycles as needed

Other Settings

• Details Tab: Add product description and features
• Links Tab: Add custom links if needed

Step 4: Testing Your Setup

Before making your product publicly available:

1. Consider setting the product as "Hidden" during initial testing
2. Place a test order to verify the automation process works correctly
3. Confirm that:
   • The DirectAdmin account is created properly
   • The welcome email is sent with correct information
   • Billing is set up correctly

Step 5: Launch Your Product

When you're ready to launch:

1. Set your product status to "Active" if it was hidden
2. You can copy the product order URL from WHMCS for use in your marketing

Troubleshooting Common Issues

If you encounter issues with your WHMCS integration:

• Verify your server connection details are correct
• Ensure the DirectAdmin package name matches exactly
• Check that your reseller account has sufficient resources
• Review WHMCS module logs for specific error messages

Additional Resources

• Creating DirectAdmin Packages
• Adding Users Manually (if automation fails)