Getting started with CoreInto
The order to set things up in on your first day, so your first real order goes through without surprises.
Before you begin#
Install CoreInto with the installation guide and sign in to the admin area. Turn on two-step sign-in for your own account under My Account straight away. Then work through the steps below in order; each one builds on the last.
1. Your company#
Open Settings > General Settings. On the General tab set your company name, the address of the site, your logo, the default country, language and time zone. The company address and tax number you enter here appear on invoices.
2. Currencies and tax#
Under Settings > Currencies set your default currency and add any others you sell in, with exchange rates updated daily or set by hand. Turn on currency by country if visitors should see their own currency. Under Settings > Tax Configuration switch tax on, choose whether prices include it, and add the tax rules for the countries and states you sell to.
3. Email#
CoreInto sends invoices, reminders, welcome emails and ticket replies. Under the Mail tab of General Settings, choose PHP mail or SMTP and send a test. Check the sender name and address, then look through Settings > Email Templates to put the wording in your own voice.
4. A payment gateway#
Under Settings > Payment Gateways, switch on the gateway you will use, in sandbox mode if it has one, and enter its keys. Copy the addresses CoreInto shows into the provider's dashboard so payments come back to CoreInto. Add Manual payment for bank transfers with your bank details.
5. A server#
Under Settings > Servers, add your hosting server: its name, address, the module (cPanel & WHM, Plesk, DirectAdmin or intoPanel), and the API token or password. Press Test connection. Put it in a server group if you have several.
6. Products#
Under Settings > Products/Services, create a product group such as "Shared hosting", then a product in it. Choose the server module and the package on the server, set prices for each billing term and each currency, and decide when the account is created: on order, on first payment or on staff acceptance. Add domain extensions and their prices under Settings > Domain Pricing, and connect a registrar under Settings > Domain Registrars.
7. Automation#
Make sure the cron job runs (see the cron job). Under Settings > Automation Settings, choose when invoices are made, when reminders go out, when late fees are added and when services are suspended and terminated.
8. The client area#
Choose a template and theme under General Settings, set the store heading and text, and open your site as a visitor. Try it on a phone.
9. A test order#
Open a private browser window, order your product as a new client, pay the invoice through the gateway's sandbox, and watch the account appear on the server and the welcome email arrive. Open a ticket as that client and answer it from the admin area. When this works end to end, switch the gateway to live mode.
Frequently asked questions
What should I set up first?
Company details, currencies and tax, email, a payment gateway, a server, products, the automation settings, the client area, then a test order.
Can I import my existing clients instead of setting everything up by hand?
Yes. The import from WHMCS or Blesta brings products, clients, services, domains, invoices and tickets across. See importing.