ThreeCX

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. Log in to your Salescaling.

2. Go to the Integrations section in Settings.

3. Find 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 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 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 (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 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.

1. On Windows:

2. Open PowerShell as administrator

   Run the following command:

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

4. When asked where to save the key, press Enter to use the default location

5. You can add an additional passphrase or leave it blank

   • This will generate two files: id_ed25519 (private key -)

   • DO NOT share id_ed25519.pub

(public key - share with Salescaling)

1. On Linux/macOS:

2. Open PowerShell as administrator

   Run the following command:

3. Open a terminal

4. Follow the same instructions as on Windows The keys will be saved in

~/.ssh/

1. 2. Configure the connection in Salescaling Integrations section in Settings

2. Go to Connect Click on 3CX

3. in the integration and select the

4. SFTP (Recommended) tab. Copy the contents of the .pub file (your public key) and paste it into the

5. SSH Public Key

6. Go to field. Complete the user mapping (Extension Mapping)

Save

• Important Information: The SFTP Username

• is generated automatically and is unique to your organization file (your public key) and paste it into the

• You only need to provide your Never tab. Copy the contents of the)

share your private key (the file without

3. Configure 3CX to export to SFTP

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

2. Log in to your 3CX management console Follow the official 3CX guide to configure SFTP export:

3. 3CX Manual - Backup and restore

4. Use the SFTP credentials provided by Salescaling

Configure the SSH private key you generated in step 1

Deprecated Method: The Username-Password method is deprecated and will be removed in future releases. 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

Go to in Salescaling. + Add User Mapping 3CX to add as many rows as you need, ensuring that each user from whom you want to import calls is properly mapped.