CRM integration V20 unlisted CRM

[waynetruck]

I am working on a CRM that is not currently listed as an option with V20
I have created and tested a template as described in this article https://www.3cx.com/docs/crm-integration/
When I attempt to upload the template, I choose None as the CRM solution and I get the response back "File name contains forbidden characters" I have tried multiple file names to see if it will work but it still throws the same error.
Is there another way to add the CRM information.

Additional info:
This is a hosted by 3cx pro subscription
The CRM integration appears to be working for nutshell, we want to switch to our own CRM that is specialized to our needs.

 

[Evolute IT]

Make sure the name of the file has only letters, like "CustomNutshell.xml"

 

[waynetruck]

I have tried multiple different file names. I have used all letters and all lowercase.

Should there be a selection other than none on the drop down for the CRM integration

 

[Evolute IT]

I have tried multiple different file names. I have used all letters and all lowercase.

Should there be a selection other than none on the drop down for the CRM integration

None is the first.

Can you send me your file in DM via URL (DMs don't take uploads.) I'll see if the issue is in the template itself, which it might be.

 

[waynetruck]

I sent you over a file

We found that the name in the file is what was causing the problem not the file name that was uploaded
We had a V2 in the name inside the file see below in bold.

<Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US" Name="Shop_Tach_V2" Version="1" SupportsEmojis="true">
<Number Prefix="AsIs" MaxLength="[MaxLength]"/>
<Connection MaxConcurrentRequests="2"/>

 

[Evolute IT]

I sent you over a file

We found that the name in the file is what was causing the problem not the file name that was uploaded
We had a V2 in the name inside the file see below in bold.

<Crm xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" Country="US" Name="Shop_Tach_V2" Version="1" SupportsEmojis="true">
<Number Prefix="AsIs" MaxLength="[MaxLength]"/>
<Connection MaxConcurrentRequests="2"/>

The name should not contain special characters. So you should use "Shop Tach V2" of "ShopTachV2" as Name attribute.