Basic Authentication Guide for CRM integration with 3CX
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Basic Authentication

Basic Authentication

For Basic Authentication you just need to modify/add code to the following files.

On this topic

Basic Authentication

Step 1 - Design Authentication Form

Step 2 - Search Contact

Step 3 - Create Contact

Step 4 - Journaling

Helpful Reference

Step 1 - Design Authentication Form

Change the design for the Authentication Form from BasicConfiguration.cs. Modify the form to accept username/password OR only APIkey.

Step 2 - Search Contact

The class ContactFinder contains the method findContact(string contactNumber) that searches and finds a matching contact. Add the code to analyze the Response Text you are receiving.

Step 3 - Create Contact

The class MySession contains the method createNewContactRecord(string contactNumber) that creates a new contact in your CRM. Add the code in order to build the contact data to send to the server, and parse the response text to get the ID of the created contact.

Step 4 - Journaling

The class MySession contains the method StoreCallInformation(CallInformation callInformation) that stores the Journaling/Call History/Notes for inbound and outbound calls related to a contact.

Review the generated code and modify if needed.

Helpful Reference

Download and add the Newtonsoft.JSON.dll to your project to read/write JSON text.

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