ThreeCX
The integration with 3CX allows you to automatically import recordings from your phone system to Salescaling for analysis. The connection requires some additional technical steps.
How to connect your 3CX account?
Log in to your Salescaling.
Go to the Integrations section in Settings.
Find the 3CX integration and click Connect.
A window will open with two possible connection methods: Username-Password or SFTP. Choose the one that best fits your setup.
1. Connection by Username and Password
This method is the most straightforward 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.
Important Note about Permissions: To ensure a secure and complete connection, the 3CX account used for authentication must have Administrator privileges. Only administrators can grant the necessary permissions for third-party applications, such as Salescaling, to access call data.
2. Connection via SFTP
This method is used to securely transfer recordings via the SFTP.
Currently, the SFTP configuration must be completed manually by the Salescalingteam. Contact support to finalize the process.
User Mapping
This step is required 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.
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