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Info

This guide will lead you through the process of SAP Business One integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements

Created: November 2019

Updated: June 2022

Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/t4C5AwJwXOAQ


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  • Click-to-call feature

  • Incoming call popup
  • Outgoing call popup

  • Auto-detect existing Contact and Business Partner and redirect to its page
  • Creating a new Contact and assign it to the existing Business Partner via popup


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  1. Download the Wildix Integration according to your version:
  2. In the archive you should see two files: 
    1. The add-on registration data (.ard) file
    2. The add-on setup (.exe) file


Installation process

Setup the Integration as SAP Business One Add-on

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Warning

The extension should be assigned to your user via the Telephony command console. Read further in the TAPI guideline.  


Warning

Keep the Collaboration open while working with the application

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Warning

The extension should be assigned to your user via the Telephony command console. Read further in the TAPI guideline.  


Warning

Keep the Collaboration open while working with the application

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In this case, you can see the regular popup from the previous case with the next difference. Show Contact and Show Business Partner buttons will open a spreadsheet with all matching contacts/business partners and you need to choose one of these records by clicking on the yellow button next to the Card Code


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