Cloud based CRM Integration

[Philip Darnell]

Hi

I have a client who uses a cloud based CRM called BrightOffice, which they access using Internet Explorer.

I want to create some kind of CRM Integration so customer records pop up etc.

but I don't know where to start, could anyone point me in the right direction to some tutorials?

 

[edossantos]

Hello @Philip Darnell,

Currently you can only create a client side plugin using this guide:
https://www.3cx.com/docs/crm-integration/

Shortly we'll be releasing a tool to create server side templates as well.

Kind regards.

 

[Philip Darnell]

Thanks for the help.

What is the difference between the two web services SOAP and REST? Is this something I need to find out from the CRMs developers? Or does it not make a difference which I chose?

 

[edossantos]

Yes, you need to find out from the CRM developers. Those are 2 different approachs to web services. Modern web services are REST based, while old web services use SOAP.

 

[Philip Darnell]

Thanks for the help.

I will try speak to the developers today and see how I get on with it.

If I create the plugin and it doesn't work, how do I diagnose problems?

 

[edossantos]

3CXPhone logs are located at "%AppData%/3CXPhone for Windows/Logs".

Kind regards.
Ernesto.

 

[Mark Geerdes]

The Link on that page to download the template generator does not work. Is there another place to download the Generator?

 

[edossantos]

The link is fixed now, please try again.