3CX Custom CRM Integration

[ruthb]

A vendor of ours is trying to get call data out of our 3CX system. They looked at some of the existing templates and attempted to make one of their own. Could someone take a look at this custom XML file and provide feedback why we're getting "Error Invalid File Format" when we try to upload it into 3CX? The XML does validate by a third party validator. Are there required fields that are missing? Is there guidance somewhere on creating these custom templates?

 

[Evolute IT]

Instead of having the vendor do the integration with something they know nothing about and have no experience with, maybe hire someone who does

The templates need to be structured properly and have a valid XML format FOR 3CX. Doesn't matter what validators say online. I took a look and it is not made correctly, at all.

 

[ruthb]

How do I figure out who to hire, if that's the case?

 

[edossantos_sipcaller]

@ConceptsWeb is your best option here. He has lots of experience in this area.

 

[KyriacosS_3CX]

Hello,

Depending on your technical skills you can also try using our CRM integration Wizard found at: https://www.3cx.com/docs/crm-integration/

 

[ruthb]

Thank you for the info. I'll reach out to ConceptsWeb if the integration wizard doesn't work for us. Could I request a forum admin from 3CX pull my original attachment? The forum won't let me edit my original post and the vendor has requested the attachment be taken offline. Thank you!