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3CX CRM lookup

by
Odoo
v 17.0 Third Party 888
Download for v 17.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 220
Technical Name 3cxcrm
LicenseAGPL-3
Websitehttps://fl1.cz
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 220
Technical Name 3cxcrm
LicenseAGPL-3
Websitehttps://fl1.cz
Versions 14.0 15.0 16.0 17.0 18.0

3cx Odoo Lookup

License: AGPL-3

This module look up incoming call on 3cx to query odoo Leads and contacts to provide client name and info from odoo

Table of contents

Example

Git image

Configuration

  • Go to 'Settings / Technical / System parameters', and add the apikey for autentication on 3cx.

Bugfix

  • 02/02/2024 : v.17 release
  • 02/02/2024 : removed requirement partner_firstname
  • 06/20/2022 : bug fix to action_id on link to open form

Usage

To use this module, you need to:

  • require partner_firstname from partner-contact.
  • query database odoo on incoming call.
  • this require 3cx crm lookup to be configured.

3CX PBX

3cx_conf1 3cx_conf2 3cx_conf3 3cx_conf4 3cx_conf5 3cx_conf6 3cx_conf7

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • FL1 sro

Contributors

Maintainers

This module is maintained by the FL1.

Odoo Community Association

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  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
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Please choose a rating from 1 to 5 for this module.
by
Théo Maxant
on 12/19/24, 5:29 AM

Bonjour,

Nous utilisons la version 20 de 3cx

Et dans Intégration -> CRM il n'y a pas de modèle odoo et pour en créer un il faut charger un fichier mais nous ne savons pas quel fichier intégré, merci pour votre retour




by
Benjamin Rauhut
on 9/4/24, 8:40 AM

Running now on odoo.sh. and works fine.

Re:
by
FL1 s.r.o.
on 9/4/24, 9:45 AM Author

ok perfect! thanks.


Excelent Plugin by Iván Ramírez on 6/29/24, 7:25 PM
by
roberto.crotti@rcrotti.it
on 6/29/24, 5:05 PM

Do you have multiple databases on this server?

i must config only one database inside odoo-server.conf.


example: 


db_name = interstudio_dev16 # name of db.


if you don't have this conf, the call can not route on correct database with configured the plugin


Excelent Plugin
by
Iván Ramírez
on 6/29/24, 1:25 PM

Hi -

This plugin is excellent and exactly what we were looking for. 

Unfortunately, we are experiencing some issues with it. 

Once we upload the module, we are receiving the following error message:


"...Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=NOT FOUND - Content=

..."

The CRM registry tab shows:

Started scenario with empty id
Request text: http://[mydomain.is.ok]:8069/api/3cx/crm
Request message: {"number":"551234"}

Can you please advise us on how to resolve the issue?


Regards,


by
Elliott Bristow
on 1/21/25, 5:43 AM

Hi! Will this be updated for v18.0?


by
Benjamin Rauhut
on 9/4/24, 8:39 AM



by
Benjamin Rauhut
on 9/4/24, 7:18 AM

Not working

Server returned a non successful status code - HTTPStatusCode=NotFound - Reason=NOT FOUND

Re:
by
FL1 s.r.o.
on 9/4/24, 8:19 AM Author

can you explain the error? configuration of 3cx, can't  use multiple databases with this module


by
roberto.crotti@rcrotti.it
on 6/29/24, 5:01 PM