Syncing Existing Pressable Websites into WHMCS

Syncing Existing Pressable Websites into WHMCS

The PressWHMCS module now makes it easy to import and sync your existing Pressable websites directly into WHMCS. This process allows you to manage sites provisioned outside WHMCS, giving your clients a unified experience and enabling features like OnePress login.

Prerequisites

Before you begin, ensure:

• The PressWHMCS module is installed and configured with valid API credentials.
• You have the correct Pressable website ID for the site you wish to sync.

Step 1: Start a New Order in WHMCS

1. Log in to WHMCS Admin:

   • Access your WHMCS admin area.

Navigate to Orders:

• Go to the Orders dropdown and select Add New Order.

Select the Client:

• Choose the client you want to sync the site for.

Order Settings:

• Disable unnecessary notifications:
  Untick or disable the following to avoid confusing the customer:
  • Order Confirmation
  • Generate Invoice
  • Send Email

Select the Product:

• Choose the hosting product you’ve set up with PressWHMCS.

Custom Fields:

• The custom fields dropdown will appear.
  You can skip filling these in for now, but ensure you enter the correct domain name in the domain field.

Submit the Order:

• Click Submit Order to proceed.

Step 2: Accept the Order

Manage the Order:

• After submitting, you’ll be on the Manage Orders page.

Disable Welcome Email:

• Untick the Send Welcome Email box.

Accept the Order:

• Click Accept Order.
  No need to change the username or password.

Step 3: Link the Pressable Website

Open the Product/Service:

• Click on the product/service for the order you just accepted.

Find the Pressable Website ID:

• In your Pressable dashboard, locate the website’s unique ID in the URL.

Enter the Website ID:

• In WHMCS, find the Website ID field and enter the Pressable website ID.

Update and Fetch Details:

• Click Update.
  The button will change, and the module will begin fetching site details.
  • This process typically takes 10–30 seconds per site.

Automatic Field Population:

• Once complete, all custom fields (website name, email, username, PHP version, data center) will be automatically filled in.

Step 4: Finalize Domain Settings

Verify Domain Name:

• Double-check that the correct domain name is entered in the domain field.

Save Changes:

• Click Save Changes to confirm.

Step 5: Site Ready for Client

• The site is now synced and available for the customer in their WHMCS client area.
• The client can use features like OnePress login and manage their site as if it was provisioned through WHMCS.

Key Points

• Always use the correct Pressable website ID and domain name.
• Notifications and emails should be disabled during this process to avoid confusing the client.
• All site details are fetched automatically—no need to manually fill custom fields.

Troubleshooting Tips

• Details not syncing? Double-check the website ID and domain name.
• Fields not populating? Ensure the module is correctly configured with valid API credentials.
• Order not appearing for client? Confirm the product is active and assigned to the correct client.

That’s it! You’ve now connected an existing Pressable site to your WHMCS environment, giving your clients seamless access and management.