ThreeCX

The integration with 3CX allows you to automatically import recordings from your phone system into Salescaling for analysis. The connection requires some additional technical steps.

How to connect your 3CX account?

1. Access your Salescaling account.
2. Go to the Integrations section in Settings.
3. Locate the 3CX integration and click Connect.
4. A window will open with two possible connection methods: Username-Password or SFTP. Choose the one that best suits your setup.

1. Connection by Username and Password

This method is the most direct if you have access to the instance credentials.

• Username: Enter your 3CX username.
• Password: Enter your password.
• Instance URL: Enter the URL of your 3CX instance.

2. Connection by SFTP (Recommended)

This method is the most secure and recommended for transferring 3CX recordings to Salescaling. It uses the SFTP protocol with SSH public key authentication.

Why is an SSH Public Key needed?

The SSH public key is a secure authentication method that allows your 3CX system to automatically connect to Salescaling's SFTP server without needing passwords. This ensures:

• Security: SSH keys are much more secure than traditional passwords
• Automation: 3CX can export recordings automatically without manual intervention
• Isolation: Each client has its own isolated space on the SFTP server

Steps to configure SFTP

1. Generate your SSH key pair

You need to generate an SSH key pair (public and private). The public key is shared with Salescaling, while the private key remains on your 3CX server.

On Windows:

1. Open PowerShell as administrator
2. Run the following command:
   powershell

   ssh-keygen -t ed25519 -C "3cx-salescaling"
   

3. When prompted where to save the key, press Enter to use the default location
4. You can add an additional passphrase or leave it blank
5. This will generate two files:
   • id_ed25519 (private key - DO NOT share)
   • id_ed25519.pub (public key - share with Salescaling)

On Linux/macOS:

1. Open a terminal
2. Run the following command:
   bash

   ssh-keygen -t ed25519 -C "3cx-salescaling"
   

3. Follow the same instructions as for Windows
4. The keys will be saved in ~/.ssh/

2. Configure the connection in Salescaling

1. Access Integrations in Settings
2. Click Connect on the 3CX integration
3. Select the SFTP (Recommended) tab
4. Copy the content of the .pub file (your public key) and paste it into the SSH Public Key field
5. Complete the user mapping (Extension Mapping)
6. Click Save

3. Configure 3CX to export to SFTP

Once connected in Salescaling, you will receive the SFTP credentials (host, port, username). Now you must configure 3CX to export recordings:

1. Access your 3CX administration panel
2. Follow the official 3CX guide to configure SFTP export: 3CX Manual - Backup and Restore
3. Use the SFTP credentials provided by Salescaling
4. Configure the private SSH key you generated in step 1

User Mapping

This step is mandatory for both connection methods. It consists of associating the Extension ID (the extension number) of each user in 3CX with their User in Salescaling.

Click + Add User Mapping to add as many rows as you need, ensuring that each 3CX user whose calls you want to import is correctly mapped.