automatic and periodic contacts import from mssql database

[tecnotel1]

Hello Everyone,
I have some confusion on how 3CX Sql integration works:

I have been told that in 3CX it's purpose is for adding contacts in a SQL db when receiving the call. But all I want is to let the customer search on his Own DB

I have red this guide https://www.3cx.com/docs/sql-database-pbx-integration/
What I understand (correct me if I am wrong) is that I can connect 3CX with their SQL DB and, if customer searchs a number (or email, or name) in the webclient, the "Select" function stars looking in the DB and shows the contact in the web client... Am I wrong?

What I need is that the customer can search SQL contacts trhough the webclient, best thing is tha tall contacts should be allready shown in the webclient letting him scroll down to search names visually

I don't know if this is acheivable

Thanks to everyone that could help me

 

[Evolute IT]

No you cannot "sync/import" all at once. The lookup is done per call.

 

[tecnotel1]

Hi, thanks for the answer.
Ok I cannot import all at once but can You help me understand this part of guide?

"3CX provides integration with SQL databases via the 3CX API for CRM with the following features:

• Contact Lookup in SQL database based on Name, Number or Email if you search for a name in the 3CX Webclient

Enter the Search Contacts SQL Statement. This will be used when searching contacts from the Web Client. You should search for the text in any field in your database. This must be a SELECT ................"

Am I wrong if I say this Select is used when customer wants to search his own contacts (which are in SQL db) using webclient?

 

[Evolute IT]

Yes, Search Contacts is exactly for that. The person can go to Contacts > CRM in the Webclient and search via the text field.

You'll want to do LIKE %...% matching in that one.

Lookup is used for single number search.

 

[OlegOLP]

Hello Everyone,
I have some confusion on how 3CX Sql integration works:

I have been told that in 3CX it's purpose is for adding contacts in a SQL db when receiving the call. But all I want is to let the customer search on his Own DB

I have red this guide https://www.3cx.com/docs/sql-database-pbx-integration/
What I understand (correct me if I am wrong) is that I can connect 3CX with their SQL DB and, if customer searchs a number (or email, or name) in the webclient, the "Select" function stars looking in the DB and shows the contact in the web client... Am I wrong?

What I need is that the customer can search SQL contacts trhough the webclient, best thing is tha tall contacts should be allready shown in the webclient letting him scroll down to search names visually

I don't know if this is acheivable

Thanks to everyone that could help me

Pay attention to our WebAPI development. We have several methods for working with the 3CX phonebook. You can call the methods at any time https://creomate.com/3cx-api-documentation#phonebook

 

[tecnotel1]

I have made it work, it is not only the incoming call but I can search a name or number and it looks in the SQL db in real time so YES, it's working.

@OlegOLP Thanks for sharing, your solutions are very interesting, I will take a look in Your web site