Ipbx3CX - module link with a 3CX

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ipbx3cx module link with a 3CX.Configuring 3CX will ensure the following: Search and completion of the 3CX contact book with dolibarr elements Creation of contact / Third parties Log of incoming and outgoing calls in the calendar. The module provides the file needed by 3CX; Note that it is necessary to have a 3CX enterprise license

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Module Name IPBX3CX
Description ipbx3cx module link with a 3CXAddition of specific entry point on the dolibarr API to allow the link with 3CX.Configuring 3CX will ensure the following: Search and completion of the 3CX contact book with dolibarr elements Creation of contact / Third parties Log of incoming and outgoing calls in the calendarthe module provides the file needed by 3CX; Note that it is necessary to have a 3CX enterprise license
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Licence GPLv3 + FREE updates for LIFE
Version auto
Dolibarr minimum version auto
Dolibarr maximum version auto (All our modules are based on Framework and so will stay compatible with Dolibarr future versions.)
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Demonstration On demand by mail
Support Bug fixe by updating when they are published or paying for urgent needs
Installation
  1. Download the archive file containing the module (.zip) from DoliStore.com
  2. Put the file in the custom directory preferably (dolibarr/htdocs/custom/) or in the root dolibarr directory (dolibarr/htdocs/)
  3. Unzip the zip file, by example with thecommand line : unzip module_name-x.x.x.zip
  4. Go to the list of modules via the configuration area, activate the module Framework and register it if you want to receive updates,
  5. If Framework indicate an update, please install it,
  6. The module you downloaded will then be available for activation,
  7. If your module notifies you of an update, install it as well.
Mises a jour Go to the list of modules via the configuration area, each module with an update proposes to update you in one click!

NB: you have to register Framework to receive updates.
Documentation

Features FR

Liaison entre un IPbx 3CX et dolibarr pour tracer les appels entrant et sortant dans dolibarr, en fonction du regglage effectué dans 3CX, un contact sera créer si le numero de téléphone n'existe pas dans dolibarr. Par ailleurs 3CX interrogera pour chaque appel entrant, la base de donnée de dolibarr (contact) afin d'afficher les informations (nom, prenom, societe) de l'appelant. Pour finir, l'annuaire de 3CX sera conpléte au fils de l'eau (appel entrant et sortant) avec les données issue de dolibarr.

Il est necessaire d'installer sur 3CX dans Paramateres > CRM le support 3CX Dolibarr CRM

la liaison vers dolibarr et de configurer l'ensemble des champs

Les module framework, clicktodial, agenda et ApiRest sont necessaire pour le fonctionnement de ce module

Other external modules are available on Dolistore.com.
Dolibarr Installation / Configuration FR

Apres avoir creer un utilisateur 3cx , et lui avoir creer un clef d'api, regler les droit comme suit: - Tiers/contact : tous les droits lecture/ecriture - Agenda : tous les droits lecture/ecriture

Module ClickToDial Le liens doit ce composer comme suit: https://my3cx.fr:5001/webclient/#/call?phone=PHONETO
3CX Installation / Configuration FR

Activer le webclient pour chaque poste utilisant le click to call Pour obtenir la remonté de fiche lors d'un appel entrant , vous pouvez allez parametres > Integration et regler l'url comme suit : https://votredolibarr/contact/list.php?search_phone=%CallerNumber%

Télécharger et installer dans 3CX le support 3CX Dolibarr CRM

Dans "General Configuration" L'URL correspond à l'url de dolibarr en https (avec un certificat valide) ! Obligatoire !

L'Username le nom de l'utilisateur interne : 3cx
L'ApiKeyname, le nom de la clef pour l'identification ddans l'api de dolibarr : DOLAPIKEY
L'acces Key, la clef d'api de l'utilisateur 3cx

Puis activer "Enable Call Journaling" et "Enable Contact Creation"

Afin d'obtenir une remonté dans l'agenda des appels entrant et sortant , regler Create Contacts on Call Direction: sur Inbound/Outbound
Characteristics EN

Link between a 3CX IPbx and dolibarr to trace incoming and outgoing calls in dolibarr, depending on the settings made in 3CX, a contact will be created if the phone number does not exist in dolibarr. In addition 3CX will interrogate for each incoming call, the dolibarr database (contact) in order to display the information (last name, first name, company) of the caller. Finally, the 3CX directory will be completed over time (incoming and outgoing calls) with data from dolibarr.

You must install on 3CX in Settings > CRM the support 3CX Dolibarr CRM

the link to dolibarr and configure all the fields

The framework, clicktodial, agenda and ApiRest modules are required for this module to work

Other external modules are available on Dolistore.com.
Installation/Configuration of Dolibarr EN

After creating a 3cx user and creating an API key for them, set the rights as follows: - Third party/contact: all read/write rights - Agenda: all read/write permissions

Module ClickToDial The links must be composed as follows: https://my3cx.fr:5001/webclient/#/call?phone=PHONETO
Installing/Configuring 3CX EN

Enable web client for each workstation using click to call To get the file elevator on an incoming call, you can go to settings > integration and set the url as follows: https://yourredolibarr/contact/list.php?search_phone=%CallerNumber%

Download and install in 3CX the support 3CX Dolibarr CRM

In "General settings" The url corresponds to the dolibarr url in https (with a valid certificate)! Mandatory !

The Username the name of the internal user: 3cx
The ApiKeyname, the name of the identification key in the dolibarr api: DOLAPIKEY
The access key, the api key of the 3cx user

Then enable "Enable call logging" and "Enable contact creation"

In order to get a place in the schedule of incoming and outgoing calls, set Create contacts on call direction: to Incoming/Outgoing

 

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