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This guide explains how to enable Wildix Integration with Zoho Bigin.

Created: March 2024

Table of Contents

Introduction

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Warning

Important:

User should be logged in to Collaboration and the Collaboration tab should be open for the integration to work.
It is not possible to set up both Zoho CRM and Zoho Bigin integration at the same time. In case you already have Zoho CRM integration installed and want to set up Zoho Bigin integration, make sure to disable Zoho CRM integration first (see the section "How to disable integration" below).

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Disable existing Wildix - Zoho integration on the Wildix side (WMS Settings -> PBX -> Integrations)
Log out from your Zoho account in the Import dialog (WMS Users -> Import -> Backend Zoho -> logout)
In your Zoho account under Setup -> Channels -> Phone click View Marketplace -> administrator should install Wildix app
In WMS log in and import users again in the Import dialog (WMS Users -> Import ->Backend Zoho -> Provider Bigin)
Re-enable Wildix - Zoho integration on the Wildix side (WMS Settings -> PBX -> Integrations)

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