About This Guide

This guide offers a step-by-step process for migrating from 3CX (V18) to Yeastar PBX.

Introduction

Purpose
This guide aims to assist you in setting up a Yeastar PBX system and facilitating the seamless transfer of user data and system configuration from your existing 3CX system to Yeastar PBX.
Migration scope
This guide covers the migration of all essential user and configuration data, as detailed in the table below.
Data Type Data
User Data
  • Account information: Extension number, user names, email address, mobile number
  • Account settings: Voicemail (whether enable and pin), IP phone registration credentials
  • Contacts
Configuration Data
  • Basic settings: Business Hours & Holiday,Voice Prompt
  • Call features: IVR, Ring Group, Queue, Voicemail
  • System security: Allowed Country Codes, Blacklisted Numbers, IP Blacklist
  • SIP trunks
  • Call control: Inbound Route, Outbound Route, Emergency Number

Highlights

Minimized business disruption
The User Data > System Configuration > SIP Trunks migration strategy ensures uninterrupted 3CX functionality during the migration process until the final step of trunk setup, and enables Yeastar PBX for immediate use upon trunk setup completion, thereby minimizing business downtime.
Seamless operation experience for users
By replicating user data and configuration data from 3CX to Yeastar PBX, users can utilize Yeastar PBX with their original account information (extension numbers, email address, etc.) and system configurations (IVR, ring group, call queue, inbound/outbound route, etc.), facilitating a swift and hassle-free adoption of Yeastar PBX.
Intuitive configuration instructions
Direct interface mapping between 3CX and Yeastar for swift configuration replication, minimizing time and effort.

Best practise

Utilize 2 monitors to simultaneously view the 3CX and Yeastar interfaces, allowing for direct comparison and operation without the need to switch between browser tabs.

Migration process

We provide a checklist that outlines all the key steps for migrating from 3CX to Yeastar Phone System.

For more information, see PBX Migration Checklist.

Resource and Support