Cursor Web Hosts Posted February 24 Share Posted February 24 I already have some clients in my Web Host Manager. How can I add them to the Program Quote Link to comment Share on other sites More sharing options...
Luis Posted February 24 Share Posted February 24 27 minutes ago, Cursor Web Hosts said: I already have some clients in my Web Host Manager. How can I add them to the Program You need to create the customer in Upmind and then use the "Add quick order" in the top right. Then you select the customer, the product and select "add existing service" After that you need to go to the added service, to the Manage tab and add the provisioning configuration for that service. Quote Link to comment Share on other sites More sharing options...
Cursor Web Hosts Posted February 25 Author Share Posted February 25 is there no automatic way of grabbing details from WHM??? Quote Link to comment Share on other sites More sharing options...
Cursor Web Hosts Posted February 25 Author Share Posted February 25 What do I do here. PAy option is greyed out on offline transactions. I am still testing Quote Link to comment Share on other sites More sharing options...
Cursor Web Hosts Posted February 25 Author Share Posted February 25 when my clients create accounts with my account. How can I automatically create Cpanel accounts for them??? So that they can directly loginto their Cpanel dashboard Quote Link to comment Share on other sites More sharing options...
psybox Posted February 25 Share Posted February 25 Create the cPanel servers / configurations , set the automation rules, api key, packages in upmind. https://docs.upmind.com/docs/how-to-add-cpanel-server 1 Quote Link to comment Share on other sites More sharing options...
Luis Posted February 25 Share Posted February 25 10 hours ago, Cursor Web Hosts said: is there no automatic way of grabbing details from WHM??? I don't think there's a way to import WHM accounts automatically. You WHMCS info to Upmind, but I don't know if it includes WHM data. Quote Link to comment Share on other sites More sharing options...
Luis Posted February 25 Share Posted February 25 9 hours ago, Cursor Web Hosts said: What do I do here. PAy option is greyed out on offline transactions. I am still testing Is this from the customer's point of view? I don't think customers can pay using offline methods. They would only display information such as bank accounts or other information on how to pay. Only admins can register an offline payment. Go to the invoice, select Pay Now and select "Enter manual / offline payment (staff only)" Quote Link to comment Share on other sites More sharing options...
Luis Posted February 25 Share Posted February 25 8 hours ago, Cursor Web Hosts said: when my clients create accounts with my account. How can I automatically create Cpanel accounts for them??? So that they can directly loginto their Cpanel dashboard 7 hours ago, psybox said: Create the cPanel servers / configurations , set the automation rules, api key, packages in upmind. https://docs.upmind.com/docs/how-to-add-cpanel-server Yes, you would also need to create a product for each of your cpanel packages and customers would need to buy those. The cpanel account would then be auto provisioned. After that they would be able to auto login. It's a similar process as WHMCS or other billing platforms in this regard. 1 Quote Link to comment Share on other sites More sharing options...
Cursor Web Hosts Posted February 25 Author Share Posted February 25 I did but they have to manually create them as if Let me keep observing Quote Link to comment Share on other sites More sharing options...
Cursor Web Hosts Posted February 25 Author Share Posted February 25 2 hours ago, Luis said: Is this from the customer's point of view? I don't think customers can pay using offline methods. They would only display information such as bank accounts or other information on how to pay. Only admins can register an offline payment. Go to the invoice, select Pay Now and select "Enter manual / offline payment (staff only)" thank you. This was very helpful Quote Link to comment Share on other sites More sharing options...
elvira Posted February 27 Share Posted February 27 Hi Moses, You can refer to our YouTube video on How to Add an Existing Service. Also, I've included a helpful guide for your web hosting account. If you need further assistance, feel free to contact us through ticket or live chat. https://docs.upmind.com/docs/link-whm-account-to-upmind Quote Link to comment Share on other sites More sharing options...
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