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Seamless 3CX integration with your 3CXPhone

To connect up Acarda Outbound to dial out with a v14 3CX phone system you must start by installing the 3CXPhone for Windows. Once you have this installed and configured then take the following steps for your 3cx integration. These instructions apply to both the Team and Solo Editions of Acarda Outbound v7.2.0.2304 and above.

 

Installing 3CX Plug-in Files – 3CX integration

When Acarda Outbound Agent or Solo is installed a folder is created as “C:\Program Files\Acarda\Acarda Outbound\3CX Support Files” (or “C:\Program Files (x86)\…” on 64bit installs) which will contain the two plug-in files “Innovasoft.XDMessaging.dll” & “Innovasoft.S3CX.dll”. Copy the two files to the install folder of the 3CXPhone (3CXWin8Phone.exe) which by default is “C:\ProgramData\3CXPhone for Windows\PhoneApp”.

To activate the plug-in locate the file C:\ProgramData\3CXPhone for Windows\PhoneApp\3CXWin8Phone.exe.user.config”, open and edit adding the reference to “Innovasoft.S3CX” for the key=”CRMPlugin”, use a comma to separate multiple entries or add the key & value if required.

e.g.
<?xml version=”1.0″ encoding=”utf-8″?>
<appSettings>
<add key=”version” value=”3.0.0″ />
<add key=”ClientSettingsProvider.ServiceUri” value=”” />
<add key=”CRMPlugin” value=”CallTriggerCmdPlugin,Innovasoft.S3CX”/>
<add key=”MakeCallTimeout” value=”10000″ />
<add key=”MakeCallTimeoutCTIUnsupported” value=”200000″ />
<add key=”EnableVCELogging” value=”true” />
<add key=”MaxLogFileSizeMb” value=”5″ />
<add key=”RequestTimeout” value=”60″ />
<add key=”MaxUploadSizeKb” value=”2048″ />
</appSettings>

When the 3CXPhone is started the plug-in will now automatically be loaded enabling the dial functionality to be activated from Acarda Outbound.

Connecting Acarda Outbound to the 3CXPhone for Windows Softphone

To dial out via the 3CXPhone, the softphone must be installed, running and logged in before continuing. To set the correct dialing device take the following steps:

  1. Open the Dialing Device screen.
    1. With Acarda Outbound Team: In Acarda Outbound Agent click on the Tools menu up the top right side of the screen and select the Dialing Device submenu.
    2. With Acarda Outbound Solo: Click on the Agent View tab and in the top right, click the Tools menu and select the Dialing Device submenu.
  2. In the Acarda Outbound Dialing Device screen select “3CXPhone for Windows” from the drop down.
  3. Click Save to select this option.
3cx integration - dialing device

Making a Test Call

When you select the 3CXPhone for the dialing device and you have Acarda Outbound administrator rights you have the option to test dial a number. Click the Test button in the lower left of the window. This will open the Test Dial Settings window.

Enter a number to dial, click the Dial button to test the dialing via the 3CXPhone. A log message will also be shown to indicate success or error in the dial attempt. Click the Hang Up button to end the call.

Once successful close the Test Dial Settings and Dialing Device windows to return to the Agent or Solo dialing screens. The 3CXPhone will now be set as your default dialing device and be used to dial and hang up calls from Acarda Outbound.

I looked for software to replace a dated system and found Acarda’s outbound telemarketing software. It had what I was looking for and I am happy to say that we are extremely happy with the product and the support. We are a not for profit organization, Acarda Outbound is affordable yet provides the features to make outbound calls productively. The staff at Acarda are very understanding and helpful.

Hurla, S.

Kansas City, MO, USA