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Yeastar module settings

To configure the integration application, find the “Yeastar S” item in the left menu of your Bitrix24 in the “Applications” section.

In the “Yeastar S” application, go to the “Settings” tab and fill in the settings blocks described below.

Setting up integration from the Bitrix24 side includes 5 steps:


  1. Settings of the connection to API Yeastar

    Section titled “Settings of the connection to API Yeastar”

    Internal numbers of employees

    • IP-Address of the Application — current IP address of the integration application server.
    • Integration via API — tick the field.
    • Host API – your external static IP address at which IP-PBX is available
    • Port API – port that is set by you in the network services settings.
    • Login API and password API – enter here your login and password that were indicated by you in API settings.
    • API version – based on the firmware version of your PBX, it is necessary to select the appropriate version of the APIs. To compare the firmware version of your IP PBX Yeastar with the API version see the information on this page ↗
    • PBX serial number – enter the serial number of your IP-PBX in this field. Checking by serial number is an additional measure of data protection
    • Cloud PBX — check this box if you are using S-Series Cloud PBX. In this case, you do not need to configure separate access to the database.

  2. Settings of the CDR Yeastar database access

    Section titled “Settings of the CDR Yeastar database access”

    Internal numbers of employees

    • host — your external static IP address at which IP-PBX is available
    • port — 3306 is a standard port for access to the database, do not change it
    • Login and password — enter the user name and the password specified by you in database access settings.

  3. Settings for incoming line processing

    Section titled “Settings for incoming line processing”

    In this section, the rules of processing incoming line of your IP-PBX are configured.

    Internal numbers of employees

    • Turn on the trunk processing – selection of lines that will be integrated with CRM
    • Responsible for new lead – selection of new CRM Bitrix24 user, who will be appointed as responsible for new leads, created from this line
    • Transfer the call to the responsible – this tick turns on the functionality of a smart routing on the selected line. If the incoming call to CRM contains an entity (lead, deal, company, contact) with the same phone number, the call is automatically routed to the internal number of the employee, indicated by the responsible for this entity.
    • Transfer the call to IVR or groups for new client – selection of IVR or group, to which the call will be redirected if automatic transfer to the responsible employee is turned off, the call is from a new number or if the automatically identified responsible employee (namely his internal number) is busy
    • Transfer a call to an IVR or a group outside business hours - select the IVR or group to which the call will be routed if it is received outside of business hours.
    • Adapt CallerID - incoming call number conversion settings for international format. These settings are similar to Adapt Caller ID for the trunk on the PBX side. See Yeastar’s help - Inbound Caller ID Change Setup Rules ↗

  4. Working time settings

    Section titled “Working time settings”

    Internal numbers of employees

    • Time zone — your time zone
    • Working hours: start – end — start and end times of the working day
    • Break: start – end — start and end time of the break
    • Working days — specify the working days of the week
    • Additional working days are indicated by separating them with commas, using the day.month format, for example: 01.02, 14.05, 22.12
    • Additional days off are indicated by separating them with commas, using the day.month format, for example: 01.02, 14.05, 22.12

  5. Settings of the internal numbers of the employees

    Section titled “Settings of the internal numbers of the employees”

    In the section “employees”, select the internal numbers of employees who will use CRM Bitrix24. The integration will work only with the internal numbers, indicated in this section.

    Internal numbers of employees

    • Create a lead for an incoming call – when this option is enabled, leads will be created for the specified employee when an incoming call comes from an unknown number.
    • Create a lead for an outgoing call - when this option is enabled, leads will be created for the specified employee when an outgoing call is made to an unknown number.
    • Auto pick up of outgoing calls – when ticking, for this employee, for an outgoing call, the handset of your IP-phone will be picked up automatically by clicking the client’s phone number in CRM.