This guide will lead you through the process of PieSync synchronization usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving.
Requirements:
- WMS version: 4.02 and higher
- Wildix UC-Business license
Created: November 2019
Permalink: https://confluence.wildix.com/x/CgCqAg
Click-to-call
- Incoming call popup
Outgoing call popup
- Dialpad
- Search Bar for contacts
- Auto-detect existing contact and redirect to his page
Choose your app
In setting up a sync connection, you first choose the apps that contain the contacts data you need synced. Choose Wildix from the list, or by using the search bar.
After you select Wildix, you immediately proceed to select the second app.
Let's choose Freshdesk as an example.
Log in to your apps
In order to use PieSync, you need to have registered accounts with both Wildix and the app you selected. At this point, you'll need to connect PieSync to them so it can fetch the contacts data configuration. You do this for both apps. If it is the first time using PieSync, you will need to authorize both Wildix and another app, one after the other.
If you have previously set up a connection with any of these apps, you can choose to re-purpose that authorization. Of course, you can also choose to login to your apps with a separate account too.
If it's your first login, you should log in to your Wildix account using nex info:
- Subdomain — Your PBX name
- Username — Collaboration extension number or username to account with permission to use Phonebooks
- Password — Password for that account
After you logged in, you should specify Wildix Phonebook to sync.
You cannot create Phonebook in this popup. You should create one, before setting up the synchronization.
Configure your sync
In order to use PieSync, you need to have registered accounts with both Wildix and the app you selected. At this point, you'll need to connect PieSync to them so it can fetch the contacts data configuration. You do this for both apps. If it is the first time using PieSync, you will need to authorize both Wildix and another app, one after the other.