3CX module settings

To configure the application, open the Applications section in the left menu of your Bitrix24 portal and select 3CX integration.

In the 3CX integration application, open the SETTINGS tab and fill in all fields as described below. Setting up integration from the Bitrix24 side includes 5 steps:

Note

On first launch, only basic settings and user settings are available. Other options become available only after a successful connection to the PBX.

1. Main settings

   Section with the main integration settings from the Bitrix24 side:
   

   Setting	Description
   Application IP address	Contains the application server address. If access to the PBX is restricted, use this address to allow the application.
   PBX connection status	Shows the PBX connection status. Connected means the PBX connection is successful. Otherwise, verify the connection settings below.
   PBX listener status	Shows the status of the PBX event listener. Connected means the listener is running successfully. Otherwise, verify the connection settings below.
   PBX diagnostics	Shows a brief summary of PBX connection statistics and helps identify where a connection problem occurred.
   PBX connection protocol	Protocol used to connect to the PBX. HTTPS is used by default.
   3CX host (FQDN)	PBX address. Use the name assigned when the PBX was registered.
   PBX connection port	Port used to connect to the PBX. Specify the port in use (HTTPS — 443, HTTP — 80), standard or custom, depending on your configuration.
   Client ID (token name)	Access token name created in General API settings.
   Client Secret (API key)	Access token created in General API settings.
   Token received	Authorization token status, updated after a successful PBX connection.
   Token expires	Authorization token status, updated after a successful PBX connection.

   
   
   

2. Users settings

   This section lists Bitrix24 users who use telephony.

   Note

   The integration works only for selected users.

   

   Setting	Description
   Employee	Bitrix24 user for whom the integration is enabled.
   Create lead for unknown number (inbound)	If checked, inbound calls from unknown numbers will create a lead.
   Create lead for unknown number (outbound)	If checked, outbound calls to unknown numbers will create a lead.

   
   
   

3. Inbound line settings

   This section lists Bitrix24 users who use telephony. Trunk control enables inbound call control. Settings are specified below. Required for routing to the responsible person.

   Setting	Description
   Trunk active	Enables or disables trunk processing in Bitrix24.
   Trunk name	Trunk name (number).
   Route to responsible person	Enables call transfer to the responsible person and primary call routing (see below).
   Responsible person	Default employee responsible for new leads.
   Call destination during business hours	If routing to the responsible person is enabled and the responsible person cannot be determined, calls during business hours will be routed to the specified destination (Queue, Group, IVR, extension).
   Call destination outside business hours	If routing to the responsible person is enabled and the responsible person cannot be determined, calls outside business hours will be routed to the specified destination (Queue, Group, IVR, extension).
   Adapt Caller ID	Settings for transforming the customer’s inbound number. In some cases, inbound numbers are not sent in international format, for example 8029 instead of +37529. Adapt Caller ID converts the number. Configure it similarly to PBX settings. For more information, visit https://help.yeastar.com/en/s-series/topic/adapt_caller_id.html.

   
   
   

4. Business hours settings

   Business hours settings. Calls received during business hours will be forwarded to the IVR or group responsible for business hours. Calls outside business hours are routed in the same way.

   

   Setting	Description
   Time zone	Your time zone for correct business hours configuration.
   Business day start and end	Start and end time of the business day.
   Break start and end	Start and end time of the break during the business day.
   Working days	Select the days that are considered working days.
   Additional working days	Specify extra working days when a working day is moved.
   Additional non-working days	Specify extra non-working days when a day off is moved.