Integrate Yeastar P-Series PBX System with Zoho Desk

Requirements

Zoho Desk

PBX server

Make sure that the PBX can be accessed via Yeastar FQDN.
For more information about the configuration, see Configure Network for Remote Access by a Yeastar FQDN.
Your Zoho account has administrator privileges in Zoho Desk.

Log in to PBX web portal, go to Integrations > Helpdesk.
On the right side of Zoho Desk, click Integrate.
In the Network section, click to note down the following information, as you will use them when registering an application with Zoho.
- Homepage URL: The FQDN domain name of your PBX, which will be used to associate with a Zoho application.
- Authorized Redirect URI: The URI endpoint to which you will be redirected after successful authentication.

Log in to Zoho API Console, and click GET STARTED to add an application.
Tip: If you already have applications in the API console, click ADD CLIENT on the top-right corner to add an application.
On the Choose a Client Type page, select Server-based Applications.
On the Create New Client page, complete the following settings.
1. Fill in the following information.
  - Client Name: Specify a name for the application.
    Note: The name must not contain any special characters except _ and &.
  - Homepage URL: Paste the PBX Homepage URL.
  - Authorized Redirect URIs: Paste the PBX authorized redirect URI.
2. Click CREATE.
  A Client ID and a Client Secret are generated. Note down the Client ID and Client Secret, as you will need them later.

Log in to PBX web portal, go to Integrations > Helpdesk.
On the right side of Zoho Desk, click Integrate.
In the Authorization section, fill in the following information.
- Account Server Address: Enter the Zoho account server URL.
  
  Note: The default URL https://accounts.zoho.com applies in many cases, but you may need to change the domain URL according to the location where you signed up your Zoho account. For example, if your Zoho account is signed up in Europe, you need to change the URL to https://accounts.zoho.eu.
- Zoho Desk Address: Enter the Zoho Desk URL.
  
  Note: The default URL https://desk.zoho.com applies in many cases, but you may need to change the domain URL according to the location where you signed up your Zoho account. For example, if your Zoho account is signed up in Europe, you need to change the URL to https://desk.zoho.eu.
- Client ID: Paste the Client ID of the Zoho application.
- Client Secret: Paste the Client Secret of the Zoho application.
Click Save.
A new browser web page is launched, indicating that the Zoho application requests to access data in your Zoho account.
Click Accept to proceed.
If the authorization succeeds, the web page will display "Authorization succeeded!".
On the PBX configuration page, a pop-up window displays the integration authentication result.
Click OK to confirm.
The Status field displays Connected, indicating that Yeastar P-Series PBX System is connected to Zoho Desk successfully.

On the Zoho Desk integration page of PBX, click beside Zoho Desk User to obtain the latest list of Zoho Desk users.
Associate Zoho Desk users with PBX extensions.
Associate automatically

If users bind the same email address to their Zoho accounts and PBX extensions, you can implement automatic association of their Zoho accounts and PBX extensions.
1. Click Associate Automatically.
2. On the pop-up window, click OK.
3. Click Save.
Associate manually

If a user binds different email addresses to his or her Zoho account and PBX extension, you need to manually associate the user's Zoho account and PBX extension.
1. In the Extension drop-down list beside a desired Zoho Desk user, select the user's PBX extension.
2. Click Save.

The integration of Yeastar P-Series PBX System and Zoho Desk is set up.
The associated Zoho Desk users can make or receive calls with their PBX extensions.