Sync is a powerful feature that lets you keep your WHMCS and WordPress users synchronised. If you want to allow your users to log in to both WordPress and WHMCS, you will need to enable and configure this section.
Why might you need this?
If you want your WordPress users to able to login to WHMCS and make purchases or if you need your WHMCS users to comment on WordPress blog posts or use support from bbpress without additional login to WordPress, this option is for you.
Step-1: Check the “Enable WHMCS-WP sync”
Step-2: Enter WHMCS Admin Info, once you have entered the details you can test if the plugin can connect with WHMCS by clicking on “Test WHMCS Authentication”. Please note that you will need to allow the WordPress server IP (this might be different from your Woredpress install IP, if you are on shared hosting you might need to connect to your hosting provider for server IP). Please make sure you have allowed the IP of your WordPress server to connect to WHMCS in WHMCS > Setup > Security > API IP Access Restriction > Add IP
Step-3: Choose Sync direction. You have three options here and you need to choose one that suits best to your situation.
- WHMCS to WP
- WP to WHMCS
- Both Ways
Sync Direction: WHMCS to WP
This is good for situations where you have a working WHMCS installation with users configured and a new WordPress installation.
Sync Direction: WP to WHMCS
This is good for situations where you have a working WordPress installation with users configured and a new WHMCS installation.
WordPress has fewer profile fields than WHMCS, settings in this section handle how to fill WHMCS fields.
By default WHMCS requires Client Address and Phone Number for user creation, while by default WordPress does not collect this information.
You can handle this situation in two ways.
- Allow Sync to add dummy data to the WHMCS Client Area Address & Phone numbers fields.
- Disable these fields within WHMCS. To do that go to WHMCS > Setup > General Settings > Optional Client Profile Fields > and mark all fields as optional other than First Name and Last Name.
Sync Direction: Both
If you have users in both WordPress and WHMCS then you might want to Sync in both directions.
You final setting you need to consider is the Sync priority, i.e. when a user already exists in both WHMCS and WordPress which one will get preference. You will need to make this decision based on your personal circumstances.
Configuring this section defines how user login details are synchronised between WHMCS and WordPress. It does not turn on Single-Sign On (SSO) functionality. Please see the Single-Sign On documentation for detail of how to do that.
Note: The Admin roles in both WHMCS and WordPress are never synchronised.