Contact Details


 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 


Product Page: Zoho CRM Asterisk  Integration



Supported IP PBX / Call Center Server


Asterisk,  Elastix,  FreePBX, PBX in a Flash, Vicidial, Asterisknow, Yeastar PBX, Xorcom, Asterisk pbx, Fonality, Trixbox , Other Asterisk Based Telephonic Server



Prerequisite





  • JRE 1.7 or higher version should be installed on Asterisk PBX Server.
  • Require CDR Event should be enable for Asterisk Server.
  • Require port 9999  and 5038 should be enable for Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
  • Supports all version of Zoho .
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk before Installation.




Installation Steps


Create Account On Our Portal https://license.techextension.com/register.php


create-account


Log In after Creating account https://license.techextension.com/login.php

login_license



Add License


add_license

Generate License

genrate_license




1. Server Configuration


Download techextension.zip File For Zoho

Download





Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.



Step 1: Go to http://IP/techextension/AsteriskSupport/

Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration

Step 5 Enter Your Asterisk Server Details By Step By Steps



asterisk-admin-configuration

Asterisk IP ( 192.168.1.100)

UserName : Asterisk server Admin Manager User Name

Password : Asterisk server Admin Manager Password

Internal Channel: SIP

External Channel: DAHDI



You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf

sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf

After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )

Steps 6 Please Save the Configuration and create Following Panel

sugarcrm-Activation-admin-user-setting-save 



Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )

Edit This File AsteriskProperties.xml

< url>http://techextensionurl|< /url>

Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100



Note : Do not remove | from ends its is used for our purpose.

sugarcrm-property-admin-user-setting-save 

Now Check Once again all setting .

sugarcrm-property-admin-user-setting-save 


Now Open configuration.php .

Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml

Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk 




Follow Below Guide to get Access token from Zoho API V2. (Latest ZOHO API V2 Supported)

Goto : https://api-console.zoho.com  and login by admin credentials and follow the below video tutorial : 

scope : ZohoCRM.modules.all

redirect_url: http://localhost/zoho/abc.php

Testing URL : http://your_server_ip/techextension/AsteriskSupport/soap.php?phone=8888888888
where '8888888888' is one of number available in your Zoho CRM in module : Leads, Contacts or Organization.





 

Now Run This Command in putty .

java -jar AsteriskSupport.jar


Asterisk 


If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk 




If you get Following message. It is Successfully Integrated



Asterisk 


Download Voip File

Download


Extract voip.zip file

Now Run This Command in putty .

pwd

It will Give you path


Asterisk 



Put It in to voip file



Asterisk



Upload voip file in to /etc/init.d/


Give voip file permission to 755

Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )

Run This Command if you have Debain OS ( update-rc.d voip defaults )


Techextension add-on command



check status: ( service voip status )

Restart : ( service voip restart )

stop: ( service voip stop )

Start : ( service voip start )



2. End User CRM Configuration



After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.

Step 1 : LogIn In to CRM


Step 2 : Go to My account


 


Step: 3 Click on My Profile Info




 


Step: 4 Go to Phone Numbers.



Step: Add Your Extension Number



 


Step 6. End User Chrome Extension Configuration


Go to chrome web store

Download Extension 


Configure Chrome Extension


chrome-webstoe 


Click on Phone Icon It will open following Set up window .



configuration-sugarcrm-extension 


Fill Informatin and Click on Set-up. It will open following window.

chrome-sugarcrm-configuration 


User need to fill following details and save configuration. .

chrome-sugarcrm-configuration-details 



Contact Details


 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 


Product Page: ZohoCRM Asterisk  Integration



Supported IP PBX / Call Center Server


Asterisk,  Elastix,  FreePBX, PBX in a Flash, Vicidial, Asterisknow, PBX in a Flash, Xorcom, Asterisk pbx, Fonality, Trixbox , Other Asterisk Based Telephonic Server