Document Name iPECS One – CRM integration setup and compatibility list Author  Josh Aldridge Publish Date 02/02/2021 Version 1.1

 

1. Version Information 

 

Date Author  Update Information Version 02/02/2021 Josh Aldridge 1st Draft 1.0 30/05/2023 Jess Portugal 2nd Draft 1.1
 
 

2. Document Purpose & History

 

This document is intended to provide the reader with information on how to set up iPECS One CRM integration and the compatibility list.

 

 

iPECS One CRM integration setup

 

Important information

 

Before following this guide, ensure that you have CRM integration version 3.2 or later installed locally on the machine.

 

The CRM plug-in only works in a Windows environment.

 

iPECS One CRM license display is covered on iPECS One – CRM integration license

 

You can find the list of compatible CRM integrations here: https://integrations.ipecs-one.crm-intg.com/?language=en

 

 

Setup

 

After logging in to iPECS One, click the icon in the top right then Settings. In the settings menu, make sure that Use CRM Integration is turned on. After that click settings.

 

 

 

After clicking Settings the CRM integration tool will open. you will then need to enter your licence that can be found on the portal under Licence management in the customer manager portal. Leave this blank for a 60 day trial.

 

 

 

In Dialling options you can set which applications can use click to dial and how many digits are picked up as a number that can be dialled. We advise the settings below.

 

 

 

After clicking Dialling Handlers you are able to install plugins for the browser that is going to be used.

 

 

 

Now go to Add New on the left hand side and select the CRM from the list.

 

 

 

After selecting the CRM you will need to enter details to connect to the CRM, this will change depending on which CRM is selected.

 

 

 

After saving, if the CRM details are correct the integration will be setup and ready for screen popping and click to dial. If you are struggling to connect to a CRM, click the help icon in the top right. A guide for integrating to the selected CRM will now show, follow this to successfully integrate.

 

You can click on the question mark (?) icon after you select the CRM integration and a window will open with a step-by-step setup specific to that integration.

 

 

  

 

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