CRM integration to V20

[REDFAC]

Hi,

We are trying to integrate custom CRM to 3cx via Rest Api, created client id and secrete still not get any response. Is it mandatory to create template as well as.

Thanks

 

[REDFAC]

This is the response we are getting

 

[REDFAC]

Hi,

Anyone can help for this.

Thanks,

 

[REDFAC]

2024/11/21 23:01:18.776|0018|Info| [Integration.Crm.CallProcessingService] CRM: about to report 1 calls at maxConcurrency 2
2024/11/21 23:01:18.781|0018|Debg| [Integration.Crm.CallProcessingService] CRM: Triggering Call Journaling with values - CallType='Outbound' - PhoneNumber='0567795125' - ContactName='' - AgentExtension='104' - AgentFirstName='User' - AgentLastName='Four' - AgentEmail='[email protected]' - ContactRawData='(null)' - StartTime='11/21/2024 19:00:22' - EndTime='11/21/2024 19:01:18' - EstablishedTime='11/21/2024 19:00:35'
2024/11/21 23:01:18.783|0018|Trac| [Npgsql.Connection] Opening connection to 127.0.0.1:5432/database_single...
2024/11/21 23:01:18.783|0018|Debg| [Npgsql.Connection] Opened connection to 127.0.0.1:5432/database_single
2024/11/21 23:01:18.784|0018|Trac| [Npgsql.Connection] Start user action
2024/11/21 23:01:18.784|0018|Debg| [Npgsql.Command] Executing command: select * from recordings where id_recording=$1
2024/11/21 23:01:18.790|0019|Trac| [Npgsql.Command] Cleaning up reader
2024/11/21 23:01:18.790|0019|Info| [Npgsql.Command] Command execution completed (duration=6ms): select * from recordings where id_recording=$1
2024/11/21 23:01:18.790|0019|Trac| [Npgsql.Connection] End user action
2024/11/21 23:01:18.791|0019|Trac| [Npgsql.Connection] Closing connection to 127.0.0.1:5432/database_single...
2024/11/21 23:01:18.791|0019|Trac| [Npgsql.Connection] Start user action
2024/11/21 23:01:18.791|0019|Trac| [Npgsql.Connection] End user action
2024/11/21 23:01:18.791|0019|Debg| [Npgsql.Connection] Closed connection to 127.0.0.1:5432/database_single
2024/11/21 23:01:18.797|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Processing scenario 'ReportCall'.
2024/11/21 23:01:18.798|0019|Debg| [Integration.Crm.Engine.BasicAuthHttpClientProvider] CRM: Creating new HttpClient for Basic authentication
2024/11/21 23:01:18.803|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Skipping request...
2024/11/21 23:01:18.803|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Continue with empty matching.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Processing scenario 'ReportCallMissed'.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.BasicAuthHttpClientProvider] CRM: Creating new HttpClient for Basic authentication
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Skipping request...
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Continue with empty matching.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Processing scenario 'ReportCallOutbound'.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.BasicAuthHttpClientProvider] CRM: Creating new HttpClient for Basic authentication
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Skipping request...
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Continue with empty matching.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Processing scenario 'ReportCallNotanswered'.
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.BasicAuthHttpClientProvider] CRM: Creating new HttpClient for Basic authentication
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: Skipping request...
2024/11/21 23:01:18.804|0019|Debg| [Integration.Crm.Engine.ResultVariableScenarioProcessor] CRM: No matchings found.

 

[REDFAC]

Kindly look into the activity Verbos logs

 

[amosm]

Did you solve this?

 

[Evolute IT]

No contact matched so no call logged. This is expected behavior.

You can check in the logs you provided, there's the "Reporting call ... ContactName = ..., ContactRawData = (null). This should actually be more like "3456778|Contacts".

 

[Nina Pashinina]

Call Journaling​

3CX Phone System supports reporting external calls to CRM. To support call journaling, you just need to create a scenario with the reserved name “ReportCall”. This scenario doesn’t return any data, so you should not provide <Rules/>, <Variables/> and <Outputs/> nodes. Only a <Request>, <Query> or <Command> element is required, according to the type of scenario.

Check the CRM templates provided by 3CX to see Call Journaling examples.

The names you use for "report calls scenarios" are wrong. The one and only allowed name is "ReportCall". Others will be interpreted as LookUp scenarios. See https://www.3cx.com/docs/crm-template-xml-description/

 

[Evolute IT]

Call Journaling​

3CX Phone System supports reporting external calls to CRM. To support call journaling, you just need to create a scenario with the reserved name “ReportCall”. This scenario doesn’t return any data, so you should not provide <Rules/>, <Variables/> and <Outputs/> nodes. Only a <Request>, <Query> or <Command> element is required, according to the type of scenario.

Check the CRM templates provided by 3CX to see Call Journaling examples.

The names you use for "report calls scenarios" are wrong. The one and only allowed name is "ReportCall". Others will be interpreted as LookUp scenarios. See https://www.3cx.com/docs/crm-template-xml-description/

Wrong. You can chain multiple scenarios and skip some if desired. That's how the Template Wizard does it by default.

 

[Nina Pashinina]

No contact matched so no call logged. This is expected behavior.

You can check in the logs you provided, there's the "Reporting call ... ContactName = ..., ContactRawData = (null). This should actually be more like "3456778|Contacts".

Wrong. Even if the contact is not matched the call can be logged.

 

[edossantos_sipcaller]

Even if the contact is not matched the call can be logged.

Yes, this is up to the template. The CRM engine will not discard that in advance, but usually the integrations will skip it. All the standard 3CX integrations do this, and that's also what generates the CRM tool by default, however you can change it and still log the call.

In any case, to make conclusions we need to see actual logs, and also the template specially when not using a standard integration.

 

[amosm]

Reboot of the service is required when installing XML - and I assume with any tweaks. That was my issue. Step missing in: https://www.3cx.com/docs/crm-integration

 

[K_SAK]

Reboot of the service is required when installing XML - and I assume with any tweaks. That was my issue. Step missing in: https://www.3cx.com/docs/crm-integration

This shouldn't be the case. No 3CX service needs reloading for the CRM XML to work.

 

[amosm]

Maybe under Windows it does? but I saw it mentioned here, https://www.3cx.com/community/threa...ed-when-making-changes-to-xml-template.79072/, so I decided to try it, and it started to work.

 

[Evolute IT]

This shouldn't be the case. No 3CX service needs reloading for the CRM XML to work.

Maybe under Windows it does? but I saw it mentioned here, https://www.3cx.com/community/threa...ed-when-making-changes-to-xml-template.79072/, so I decided to try it, and it started to work.

It's random. Sometimes the template is cached in memory and some stuff don't work until a service restart.

 

[edossantos_sipcaller]

I think this is the case if you replace the template (upload it again after making some changes). You can delete and then add, but in that case you need to reconfigure everything, so it's easier to restart the 3CX System Service.