Import CRM - on deskphone with second call

[micha1111]

Hi together,

I implemented a CRM connection to query the user data from our crm.
It already works so far, that when a call arrives, it shows the name of the person in
the webclient and copies that dataset to contacts...

But it is not shown on my deskphone (yealink t48s).
With the second call of the same number it is also shown on my desk phone,
probably because it was added (with the first call) to the crm contacts.

Does anybody have a workaround or solution for that?
Alternatively a workaround or an api to push the contacts every hour to to the contacts
in 3cx?

Thank you
Michael

 

[Evolute IT]

No there's no workaround and the CRM integration doesn't pull on a schedule but rather on the incoming or outgoing call. This is a limitation due to the asynchronicity of the process (the request to the API might get a response AFTER the call reached agents/devices and started ringing.)

 

[micha1111]

So there is no other way then manually upload a csv to import the contacts?

 

[TheodorosG_3CX]

It is not possible to import CRM contacts in bulk in the PBX phonebook. The contact will be synced once there is a contact match returned from the CRM, upon contact lookup and on the second call you will be able to see the contact as expected.

 

[micha1111]

Can you put this please on a feature request list? I think it should be possible to push contact data from other systems...