Setting up your first WHMCS Server Selector rule Print

The WHMCS Server Selector uses built-in WHMCS functionality to maximise the integration and ensure a seamless working assignment of servers to your customers orders. Below include the full end to end configuration, including high-level steps for the WHMCS configuration options and server group setups.

Step 1: Create Your Configuration Options

These are the choices customers select (e.g., server location, storage type, CPU tier).

1. In WHMCS, go to Setup → Products/Services → Configurable Options.
2. Click Create a New Group and add all the option(s) your product will use.
3. Link the Configurable Options group to your product under
   Setup → Products/Services → (Your Product) → Upgrades/Options → Configurable Options.

Step 2: Create Your Server Groups

These are WHMCS' built-in server pools – the WHMCS Server Selector will later map configuration options to these groups.

1. Go to Setup → Products/Services → Servers → Create New Group.
2. Add one or more servers to the group (e.g., "UK Servers", "US Servers", "NVMe Cluster", "Node UK 1", "Node UK 2").
3. Save the group and repeat for any additional groups you want available to map.

Step 3: Add your first Server Selector rule

1. In WHMCS, go to Addons → Server Selector → Create New Rule.
2. Enter a name and select the Configuration Option you created in the drop down
3. Next you can select for this rule to apply to all products/services or a selected group.
4. Now you can assign which configuration option should map to which server group.