# 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**](https://app.salescaling.com/settings/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.

<figure><img src="/files/6603a918fc632733db46c10e6f1c39ebfa4307a7" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
**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.
{% endhint %}

### 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

   ```powershell
   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

   ```bash
   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**](https://app.salescaling.com/settings/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)**

{% hint style="info" %}
**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`)
  {% endhint %}

**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:](https://www.3cx.es/docs/manual/copia-de-seguridad-restaurar-pbx-failover/)
3. 3CX Manual - Backup and restore
4. Use the SFTP credentials provided by Salescaling

{% hint style="warning" %}
**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
{% endhint %}

#### **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.


---

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```

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