Manage CRM Integration Templates

This topic describes how to manage the CRM integration templates.

Edit an integration template

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. At the top-right corner of the page, click Template Management.

    You are redirected to the Template Management page.

  3. Go to the Custom Templates tab, then click beside the desired template.
  4. In the pop-up window, edit the template settings according to your needs.
  5. Click Save.
  6. If you have integrated the custom CRM with PBX, do as follows to directly apply the changes to the current integration.

    1. Click beside the template.
    2. In the pop-up window, click Confirm.

Download integration templates

You can download the integration template to upload to other PBX systems for integration or manually modify the template parameters to customize settings for specific needs.
  1. Log in to PBX web portal, go to Integrations > CRM.
  2. At the top-right corner of the page, click Template Management.

    You are redirected to the Template Management page.

  3. Select the desired template(s), then click Download.

    The template files are downloaded to your local computer.

Upload an integration template

You can upload an integration template to the PBX systems for quick integration.
Note:
  • Supports up to 10 custom CRM integration templates.
  • The file size should be less than 1 MB.
  1. Log in to PBX web portal, go to Integrations > CRM.
  2. At the top-right corner of the page, click Template Management.

    You are redirected to the Template Management page.

  3. At the top of the template list, click Upload.
  4. In the pop-up window, click Browse, then select the desired template file to upload.
  5. Click Save.

    The template file is uploaded to the PBX system, and displayed in the template list.

Delete integration templates

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. At the top-right corner of the page, click Template Management.

    You are redirected to the Template Management page.

  3. To delete a single template, do as follows:
    1. Click beside the template.
    2. In the pop-up window, click OK.
  4. To delete multiple templates, do as follows:
    1. Select the desired templates.
    2. At the top of the template list, click Delete.
    3. In the pop-up window, click OK.