Migrating from Ringcentral to 3CX - best practices.

[DaleT]

I have searched, but I couldn't find anything. I apologize if this is a complete rookie question. We are migrating our phones from RingCentral to 3CX. (Doing a happy dance!) I want to make sure there is little to no disruptions to our customers as we start the porting process. I am happy to RTFM on this but not sure where to start. I am certain there is a migration best practices document somewhere and I just am not looking in the right place.

I apologize upfront if I don't know the correct terminology.

We have a simple set up — Two physical stores.

1. Main Phone Number - DID
   1. IVR
      1. Store 1 - DID and Extension
      2. Store 2 - DID and Extension
      3. Dial by name
         1. Me - DID and Extension
         2. District Manager - DID and Extension
         3. Manager of store one - Extension only
         4. Manager of store two - - Extension only

I got DID from Flowroute and set up a trunk.

I imagine I would need to set up a trunk for how I want things to be once the porting is complete.

However, for now I thought I could just forward my RingCentral main number to my 3CX main line. Is it possible to forward and external DID directly to an extension? For example if someone called Store 1 through RingCentral, have that directly forwarded to my Store 1 Extension.

 

[Mark Phillips]

Presumably you are porting your existing DID(s) from ring central to your new trunk?

I did a similar thing, except my DIDs were attached to ISDN telephone lines not another VOIP provider. For several months, I was unconditionally forwarding all incoming calls on the ISDN lines over to the default DID assigned to my trunk. Once I was happy to port the "real" DIDs I submitted the request and added the DIDs in my new trunk. It all worked a treat...but I don't know if there are any gotchas to watch for when porting DIDs away from ring central.

Is it possible to forward and external DID directly to an extension? For example if someone called Store 1 through RingCentral, have that directly forwarded to my Store 1 Extension.

This is possible - you just need to set up the relevant inbound rule. If the outgoing call from ring central has a unique caller ID then you could use that to route the call directly to your extn.

Edit to add: I am, of course, presuming that ring central allows you can unconditionally forward calls to an external number.

 

[DaleT]

This is possible - you just need to set up the relevant inbound rule. If the outgoing call from ring central has a unique caller ID then you could use that to route the call directly to your extn.

Hey Mark! Thanks for the response. We could set the caller ID to a unique value but then our CRM wouldn't pick up the inbound call.

Thinking this through a little more, I think the best thing to do is get additional temporary DID and create a temporary trunk with all the temp numbers.

 

[AWS2P]

Hi Dale,
If you want a DID to be forwarded to each extension for each store, this is possible with simple inbound rule for each DID.

Now in same time you need a main number if you want to forward calls as your call flow scheme you put in your first post.

Of course best plan is to prepare a trunk on new PBX with all settings done, like this you can test your call flow scenario with no stress, then when all is set and working fine , ask for porting and normally on porting day nothing is needed , just enjoy calls on new PBX.

 

[JohnS_3CX]

Hi Dale,

Welcome to the forum. I would recommend as a starting point to follow the 3CX Academy which will give you all the fundamentals you need to set up your system quickly https://www.3cx.com/3cxacademy/

We also provide guides for all the phones and devices we support, which should help you setup fast even if you didn't have any previous experience https://www.3cx.com/sip-phones/

Since you have a CRM, I would also recommend taking a look at our CRM integration tool or look for one of our existing guides for popular CRM systems.
https://www.3cx.com/docs/crm-integration/