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Unsupported CRM? Not a problem with the 3CX CRM Template Generator

  • Thread starter Thread starter Constantinos Constantinou
  • Start date Start date

Constantinos Constantinou

The integration options for V16 keep on expanding and with the latest 3CX CRM Template Generator tool, integrating your CRM to 3CX is now easier than ever. This new release introduces the 3CX Template Generator Wizard function, transforming the cumbersome creation of an XML template to a walk in the park!

The Wizard of CRMs​

Get...
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Continue reading the Original Blog Post.
 
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Ran this with a CRM I already have made an integration to and when I go to test contact lookup or report call nothing happens.
 
mcaponong said:
Ran this with a CRM I already have made an integration to and when I go to test contact lookup or report call nothing happens.
Click to expand...

What is the CRM system that you've integrated with?

We've run a number of tests with OAuth2 and Basic authentication CRM systems, all with success.
 
Rev.io it uses basic authentication. I don't even get the listing of the attempt when I run it. If I got an error code are a failed response I would be fine but it doesn't even give me a hint that I even executed it. It used to at least make an entry on the tree bellow parameters on the old version if there was a problem.
 
Even better if I upload the file to a 3CX instance and test it there it works. The ability to test from the CRM app is important.
 
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Hello @mcaponong,

mcaponong said:
Even better if I upload the file to a 3CX instance and test it there it works. The ability to test from the CRM app is important.
Click to expand...
Thanks for your feedback, and glad to see that the template is working when you upload it to 3CX!

I can't agree more, testing the template from the tool is a very important feature, and totally supported! In order to troubleshoot this, please check the following:
  1. Ensure that you have set the configuration parameters created by the wizard. To do this, select the "Parameter Values" node, and complete the parameters with the appropriate values.
  2. Go to the Properties window and enter the "Number" to test in the "Contact Lookup" section. Right click the "Parameter Values" node and select "Contact Lookup" to emulate an inbound call from this number and trigger the contact lookup.
  3. Once the contact lookup ends, you will see the results on the right side of the tool. If there is any error or exception while connecting to the CRM or parsing the response, you will see it there.
  4. If you don't see anything after you executed the "Contact Lookup", it's possible that you can't access the CRM from the machine in which you have the tool installed, due to a firewall configuration. In order to check this, ensure that you can access the configured URL from a browser.

Hope the information helps, and please do not hesitate to get back to us with any further questions.

Kind regards.
 
edossantos said:
Hello @mcaponong,


Thanks for your feedback, and glad to see that the template is working when you upload it to 3CX!

I can't agree more, testing the template from the tool is a very important feature, and totally supported! In order to troubleshoot this, please check the following:
  1. Ensure that you have set the configuration parameters created by the wizard. To do this, select the "Parameter Values" node, and complete the parameters with the appropriate values.
  2. Go to the Properties window and enter the "Number" to test in the "Contact Lookup" section. Right click the "Parameter Values" node and select "Contact Lookup" to emulate an inbound call from this number and trigger the contact lookup.
  3. Once the contact lookup ends, you will see the results on the right side of the tool. If there is any error or exception while connecting to the CRM or parsing the response, you will see it there.
  4. If you don't see anything after you executed the "Contact Lookup", it's possible that you can't access the CRM from the machine in which you have the tool installed, due to a firewall configuration. In order to check this, ensure that you can access the configured URL from a browser.
Hope the information helps, and please do not hesitate to get back to us with any further questions.

Kind regards.
Click to expand...


  • Go to the Properties window and enter the "Number" to test in the "Contact Lookup" section. Right click the "Parameter Values" node and select "Contact Lookup" to emulate an inbound call from this number and trigger the contact lookup.
  • I have done this
  • Once the contact lookup ends, you will see the results on the right side of the tool. If there is any error or exception while connecting to the CRM or parsing the response, you will see it there.
  • There are no errors and there is no indication that the contact lookup has been run at all
  • If you don't see anything after you executed the "Contact Lookup", it's possible that you can't access the CRM from the machine in which you have the tool installed, due to a firewall configuration. In order to check this, ensure that you can access the configured URL from a browser.
  • Yes I can access the url and receive the JSON response from the web browser.
 
Is it possible that we give a test run to your template? Can you please send me a private message with the template and testing credentials?
 
Hello @mcaponong ,

I am glad to hear that you overcome the issue with the help of @edossantos yesterday and that you've managed to replicate the integration that you've done in the past with Rev.io.

For the compatibility issue identified yesterday, we will upload a new version today of the application that will resolve the issue. The update will be available through the application automatic updates functionality.

We want to hear more success stories of CRM Template Generator with the use of the wizard.
 
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Yes now that the little bug with the upgrade is worked out it works amazingly. Great Job!
 
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Good
 
Hello,

Can you help us out with SuiteCRM to 3CX integration, there is none info that documents how to create a contact or search for it or even update the journal in SuiteCRM API using URL, as you have explained in the tutorial.

The documentation below is just for PHP coding:

https://docs.suitecrm.com/developer/api/api-4_1/

There is a legacy tool under 3CX v16 for SugarCRM CE (I have enclosed screenshot), can that be modified to work?
 

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Hello @itglaafs ,

As you can see based on their documentation, the SuiteCRM does not have an actual REST API implementation
"The SuiteCRM REST API is not a true REST API - all calls are performed as POSTs and all calls are to the base URL with the method passed in as a post argument. ".

CRM Template Generator Wizard is not applicable since the common case is that for Contact Lookup for example, you expect to have by the API a GET operation rather than a POST.

In that case, I would suggest trying the CRM Integration Tool, with the manual approach. Using this approach it might be possible to integrate the PBX with SugarCRM.
 
Hello @itglaafs ,

As you correctly mentioned this is an old legacy approach that we do not keep our efforts on maintaining it. We move forward to find better ways to integrate with our platform.
For sure the SuiteCRM API as it is documented can be used with the CRM Template Generator Wizard.
The video on youtube can give you the guidelines and we can support a bit on this effort.

But take into consideration that it is difficult for us to get into documentation requirements of each and every CRM system that is required by our user base to be supported via integration.

As a result, we can give you some guidelines, but the majority of the effort will be from your site.

Thank you.
 
Would this ever work with on-premise Microsoft Navision? not the Azure one that's supported.
 
Hello @kieferschild ,

Does the on-premise Navision has REST API and the Authentication is one of OAuth, API, or Basic?

If the answer to the above queries is yes, then you can give it a try to integrate with it by utilizing the 3CX CRM Template Generator tool.
 
Hi Constantinos,

I'm trying to get the CRM Template Generator to work with our CRM, XTRF. XTRF has a very simple auth method which is neither Basic nor OAuth, it's described here:
https://meinrad-test.s.xtrf.eu/api-doc/home-api/authentication

All I need for authentication is to send a static HTTP header "X-AUTH-ACCESS-TOKEN" with each request, but I can't get that set up with the Template Generator... any help would be very much appreciated!

Thanks
 
Hello @Ben Miller,

In that case, use the Wizard to create everything without this authentication detail. Then you can use the manual approach to edit the generated scenarios in order to add the header you need.

Kind regards.
 
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