Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Scroll export button
scopecurrent
template-id0fa09813-8b86-460a-aa1d-ef450a80e9ce
quick-starttrue
add-onScroll PDF Exporter

Info

The document describes how to set up integration with Datto Autotask PSA.

Created: August 2022

Permalink: https://wildix.atlassian.net/wiki/x/AYDzAQ

Table of Contents

Introduction 

...

  1. Install Wildix ClickToCall browser extension:
    1. Download the folder to your device and unzip it: LINK
    2. Go to Google Chrome browser Settings -> More tools -> Extensions:


    3. Make sure Developer mode is turned on (1) and click Load unpacked (2):


    4. Select the folder you've downloaded:
      Image Removed
      Image Added
  2. Pin the extension: click on the Extension icon in browser -> click Pin next to ClickToCall:

      Image RemovedImage Added
  3. Click More actions (1) next to ClickToCall extension -> proceed to Options (2):
    Image Removed
    Image Added
  4. The Datto API variables screen appears. Enter the following data:
    1. Zone: information about Autotask PSA API Zones
    2. API integration code: enter the code copied from Tracking Identifier field in Datto
    3. User Name: enter data copied from Username (Key) field when creating API User in Datto
    4. Secret: enter Password (Secret) generated for API User in Datto

  5. Click Save:

Image RemovedImage Added

If the activation was successful, ClickToCall extension icon turns green:

 Image RemovedImage Added

When asked to connect Autotask to WIService, click Allow:


Image RemovedImage Added


Autotask is added to the allowed sources within WIService settings:


Image RemovedImage Added


Make sure to keep it allowed, otherwise integration stops working.

...

When you hover a mouse over a phone number or extension in the list of contacts or on contact details page, you can see a phone icon: 


Image Removed
 
Image Added

To initiate a call, click on the phone number/ extension. The following Wildix pop-up appears:

Image RemovedImage Added


If user is found in Collaboration, the line "User from Collaboration" is displayed on the pop-up. Otherwise, there can be the contact's email. Also, Wildix pop-up shows name of contact and phone number/ extension.

...

To accept an incoming call, click on the green phone icon:


Image RemovedImage Added

End a call 

To end a call, click on the red call icon on the Wildix pop-up:

Image RemovedImage Added


Macrosuite divider macro
dividerTypetext
dividerWidth70
emoji{"id":"smile","name":"Smiling Face with Open Mouth and Smiling Eyes","short_names":["smile"],"colons":":smile:","emoticons":["C:","c:",":D",":-D"],"unified":"1f604","skin":null,"native":"😄"}
textColor#000000
dividerWeight2
labelPositionmiddle
textAlignmentcenter
iconColor#0052CC
fontSizemedium
textNot finding the help you need? Join the Facebook group to ask a question!
emojiEnabledfalse
dividerColor#DFE1E6
dividerIconbootstrap/CloudsFill

...