Contact URL for MsSQL integration.

[Abdullah Karadia]

My requirement is to synchronize the FirstName, Lastname, CompanyName, Email, Mobile Number, Fax, ProfileImage with 3CX I have configured General Configuration and Call Journaling but without the Option Contact URL Prefix. I went through this point (The Contact URL is considered the key for the contact in 3CX Contacts, and is used to update the contact if any change is detected in the database. Also, this Contact URL is shown in the 3CX Web Client, so if you have a web page to show the contact record, use these settings to create the URL to point to that page.) referencing https://www.3cx.com/docs/sql-database-pbx-integration/ but I don't understand which Contact URL I have to set. Do I have to set 3CX URL or the application which I need to integrate into
and the application which I need to integrate into uses windows authentication how do I manage to do that and also please let me know how to test it's working.

 

[edossantos]

The Contact URL is the URL of a contact record, i.e. an URL that can be launched in a browser and the CRM will show the contact details there. When taking the information from an SQL database, the Contact URL is constructed concatenating the "prefix", then the contact ID returned, and finally the "suffix".

Then, 3CX will pass this Contact URL to the Web Client, and the Web Client will open it in the agent's PC when the agent receives the call. If your CRM uses Windows authentication, and the agent is already logged in to the CRM, just launching this URL in the agent's PC will show the contact record, and you don't need to worry about the authentication.

In order to test this, first you need to ensure that the database is returning valid data when a contact lookup is triggered. You can test this from the 3CX Console > Settings > CRM Integration > Test button, and emulating a test from a specific number. Once this is working, you can make a real call and your agent using the 3CX Web Client should see the popup.

 

[Abdullah Karadia]

Ok, Thanks! by doing so would my CRM contacts having FirstName, Lastname, CompanyName, Email, Mobile Number, Fax, ProfileImage would get synced to 3CX phoneSystem because I don't have any profile Image setup for 3CX Contacts.

 

[edossantos]

Images are not available, the rest of the fields should be OK.