Connect 3CX

Link your 3CX phone system for caller lookup, click-to-dial and call logging.

For: Workspace admins

Steps

In 3CX Admin Console → Integrations → API, select Add. Give the client an ID (for example crm-dialer), tick 3CX Call Control API Access and save. Copy the API key — 3CX shows it once.
In MetriCRM open Settings → Telephony. Enter your 3CX address (https://…), the client ID and the API key, then select Save and Test connection.
Under Extensions, type each person's 3CX extension and select Save extensions.
Under Caller lookup and call journal, select Download template (XML), then Create lookup key and copy the key.
In 3CX Admin Console → Integrations → CRM, choose Add template, upload the file, select MetriCRM and paste the lookup key into API key. Use 3CX's Test button with a customer's number to check it.

Click-to-dial needs a 3CX licence that includes the Call Control API (8SC+).
Creating a new lookup key stops the old one at once — paste the new key into 3CX straight away.
The 3CX address must be reachable from the internet over HTTPS; internal addresses are refused.

Still need help? Contact support