ThreeCX

The integration with 3CX allows you to automatically import the 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 account at Salescaling.

2. Go to the Integrations section in Settings.

3. Locate the 3CX tab, and click Connect.

4. 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 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.

Important Note about Permissions: To ensure a secure and complete connection, the account of 3CX that is used for authentication must have Administrator privileges. Only administrators can grant the necessary permissions so that third-party applications, such as Salescaling, can access call data.

2. Connection via SFTP (Recommended)

This method is the most secure and recommended to transfer recordings from 3CX 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 the Salescaling SFTP server without the need for passwords. This guarantees:

• Security: SSH keys are much more secure than traditional passwords

• Automation: 3CX can export recordings automatically without manual intervention

• Isolation: Each client has their 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:

   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 password 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:

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

3. Follow the same instructions as on Windows

4. The keys will be saved in ~/.ssh/

2. Configure the connection in Salescaling

1. Go to Integrations section in Settings

2. Click on Connect in the integration of 3CX

3. Select the SFTP (Recommended)

4. Copy the contents of the file .pub (your public key) and paste it into the SSH Public Key

5. Complete the user mapping (Extension Mapping)

6. Click on Save

Important Information:

• The SFTP Username is generated automatically and is unique to your organization

• You only need to provide your SSH Public Key

• Never share your private key (the file without .pub)

3. Configure 3CX to export to SFTP

Once connected in Salescaling, you will receive the SFTP credentials (host, port, username). You must now 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 SSH private key that you generated in step 1

Deprecated Method:

The Username-Password method is deprecated and will be removed in future versions. We strongly recommend using SFTP for greater security and reliability.

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