HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
3CX Integration Methods
After recent changes by 3CX the below methods only work on Pro and Ent (Professional and Enterprise) versions of 3CX
Method 1 - Web Client (Pro and Enterprise versions only)
This should be set up in the 3CX web application for connecting with the Halo Web App.
The Open Contact URL would be https:// followed by your Halo Web App URL followed by the /call?inboundactive=true&callerid=%CallerNumber% as seen in the below screenshot.
Method 2 - Using the CRM Template for 3CX (Pro and Enterprise versions only, 3CX v20+) - https://www.3cx.com/blog/releases/crm-template-generator-pbx/
This method shows a contact card when a call is incoming and uses the Halo API to get the caller's information to display a link to open the call screen
An example XML for this is attached, please log in to the self-service portal to view the attachment.
https://yoururl.3cx.uk/api/oauth2crm is the login redirect URL you will need to set up when you add the application using the Authorisation code option
Method 3 - Desktop softphone client (Pro and Enterprise versions only):
Open the desktop client
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