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ERPNext

ERPNext

Ringotel integration for ERPNext offers the following features:

  • Identifies contacts on incoming and outgoing calls.

  • Automatically creates Communications for incoming and outgoing calls and brings call Subject and call Comment from Ringotel to CRM`s Communication.

  • Attaches the call recording(if the recording exists) to the CRM`s Communication.

  • Provides links to open Communication and Contact entities from the Ringotel app.

  • Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

  • Imports contacts from CRM into the Contact lists of Ringotel users.

Get a API Key and API Secret from ERPNext

Log in to your ERPNext CRM with a user with System User permissions, open the Users tab, select your user and open the API access dropdown in the Settings tab.

Then, press the “Generate keys“ button and save the API Key and API Secret values.

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This should take care of the integration setup on the ERPNext side.

Setting up the integration in Ringotel Shell Portal

Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an Organization → Integrations tab → click Enable Integration on the ERPNext card.

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Specify the Client ID and Client Secret of the App you have created as well as your ERPNext CRM URL(for example https://yourname.f.erpnext.com , no slash at the end) and click Save & Continue.

If the info provided was correct, you should now be redirected to the page where you can link your Ringotel users with your ERPNext website users.

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After you are done mapping users please click Save changes and this should enable the integration for linked Ringotel users.

Import CRM contacts

The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.

Navigate to your Organization -> Contacts, then click Import button.

Switch to the ERPNext tab, which should appear if the integration is successfully configured.

Click the Next button to pull the list of ERPNext contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts , it may take some time to finish. You may close the window as the process will be finished in the background.

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