DATEV CRM integration with 3CX PBX
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DATEV CRM Integration

DATEV CRM Integration

On this topic

DATEV CRM Integration

Introduction

System Requirements

Installing the DATEV Integration

Deploying the DATEV Integration

Configuring the DATEV Plugin

Introduction

3CXPlugins provides out of the box integration with DATEV. This integration allows showing the contact record on inbound and outbound calls, saving the call information in history, and launching outbound calls to your DATEV contacts directly from the DATEV application.

System Requirements

  • 3CX V15 PRO edition;
  • 3CX Client for Windows installed and running;
  • DATEV Pro.

Installing the DATEV Integration

You need to download the Plugin from the “Management Console > Updates Page.”

Administrators can assign Extensions to the DATEV Plugin.

Deploying the DATEV Integration

In order to deploy the DATEV integration to your users, please follow these steps:

  1. From the 3CX Management Console you need to download the plug-in from the 3CX update server to your 3CX server. Go to Dashboard > Updates Page. From the Integration category select “DATEV” and press “Download.”
  2. To assign the DATEV plug-in to an Extension, go to the Extensions page from the management console. Select the extension and click Edit, then navigate to the Integration tab. Enable Integration and select the DATEV.zip from the list.
  3. Repeat the previous step for each extension you need to be set with DATEV.

After completing these steps, and once the 3CX client is provisioned, the integration package will be received from the 3CX server and will be ready for use by the extension.

Configuring the DATEV Plugin

In order to open the configuration dialog, from the 3CX client for Windows, press the Settings button.

 

Select Advanced Settings” and then click Integration”. The configuration dialog will be shown.

If you edit information of users within the DATEV application then this plugin will update upon restarting the 3CX client or you can reload data manually.

To reload data manually you need to open the DATEV Settings and press the Reload contacts” button.

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