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  1. APPS
  2. Communications
  3. RingCentral Integration v 19.0
  4. Sales Conditions FAQ

RingCentral Integration

by TechUltra Solutions Private Limited https://www.techultra.in
Odoo

$ 499.00

v 19.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 3468
Technical Name ringcentral_integration
LicenseOPL-1
Websitehttps://www.techultra.in
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 3468
Technical Name ringcentral_integration
LicenseOPL-1
Websitehttps://www.techultra.in
  • Description
  • License

Ringcentral

The RingCentral Integration module for Odoo provides seamless integration between your Odoo CRM and RingCentral phone system. This module enables comprehensive CTI (Computer Telephony Integration) features including call management, history tracking, contact linking, call recordings, transcripts, and real-time analytics.

The module uses the RingCentral Embeddable Widget for all calling functionality, providing a native RingCentral experience directly within Odoo. It supports OAuth 2.0 authentication, automatic token refresh, webhook subscriptions, and intelligent contact matching.

https://wa.me/message/VENRAJRHMSWEB1 OR
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  • Features
  • Screenshots
  • Support
  • FAQs
  • Secure OAuth Authorization Code flow with automatic token refresh. Account-level authentication for webhooks and background sync.
  • Native RingCentral calling experience embedded directly in Odoo. Full widget functionality including dialer, call controls, and presence management.
  • One-click calling from partner records. Automatically populates dialer and initiates calls through the embedded widget.
  • Comprehensive call history with automatic contact linking. Dashboard with graphs, pivot tables, and KPIs for call analytics.
  • Automatic linking of calls to Odoo contacts based on phone numbers. Supports multiple matching strategies and prioritizes latest contacts.
  • Automatic storage of call transcripts from RingCentral AI. Access transcripts directly from call history records.
  • Access and playback call recordings with authenticated proxy support. Recordings linked to call history records.
  • Automatic webhook subscription for call events, recordings, and transcripts. Real-time updates without polling.
  • System tray icon with color-coded status indicators. Quick access to widget and user presence management.
  • Scheduled background sync of call history. Automatic token refresh and webhook subscription renewal.
  • Configurable HTTP/HTTPS proxy support for enterprise networks. SSL certificate verification controls.
  • Multiple graph views (line, bar, pie) and pivot tables. Filter by direction, status, date, contact, and more.

RingCentral Module Installation

Go to the Apps menu in Odoo.

Remove the Apps filter and search for RingCentral Integration.

Click Install.

RingCentral Application Setup

Log in to your RingCentral account.

Create a new application or use an existing one.

Configure OAuth Redirect URL:
https://your-odoo-instance.com/ringcentral/oauth

Enable the permissions: Read Accounts, Read Call Log, Read Presence, RingOut (for making calls), and Webhook Subscriptions.

Note your Client ID and Client Secret.

Note: For production use, ensure your RingCentral application is published and approved. Sandbox applications are suitable for testing only.

RingCentral Access (User-Level Permissions)

Administrator

Assign this role to users who need full control over the RingCentral configuration inside Odoo. A RingCentral Administrator can:

  • Manage global RingCentral settings and credentials
  • Configure OAuth and webhook settings
  • View all call logs and recordings
  • Manage RingCentral user accounts and permissions
  • Access advanced CTI features and analytics

Note: Use this role only for technical or management users who need complete access.

User

Assign this role to regular Odoo users who will make and receive calls through RingCentral. RingCentral Users can:

  • Log in with their personal RingCentral account
  • Make outbound calls from CRM forms
  • Receive inbound call popups
  • View their own call history, recordings, and transcripts
  • Sync calls with contacts, leads, or opportunities

Recommended for: Sales teams, support agents, and customer service staff.

RingCentral Application Setup

Log in to the RingCentral Developer Portal.

Go to Console > Apps and create a new application or use an existing one. In this example, the application is named “Odoo”.

Go to Apps > Odoo inside the RingCentral Developer Console and copy your Client ID and Client Secret.

The Client ID identifies your app, while the Client Secret securely authenticates it during the OAuth process. Keep the Client Secret private and do not share it publicly.

Auth Configuration Instructions

Click Settings, then scroll down to the Auth section.

In this section, configure how your application will authenticate with RingCentral:

  1. Select 3-legged OAuth flow – authorization code (recommended for web-based integrations).
  2. Choose the appropriate app type depending on your Odoo setup, for example:
    • Client-side web app (SPA, JavaScript)
    • Server-side web app
  3. Enter your OAuth Redirect URI – this is the URL RingCentral will use to send authorization codes back to your Odoo instance.
    Example:
    https://your-odoo-domain.com/ringcentral/oauth
  4. Enable Issue refresh tokens? so RingCentral can provide a refresh token, allowing long-term authentication without requiring users to re-authenticate frequently.

Tip: Make sure the Redirect URI you enter exactly matches the one configured in Odoo (including https:// and any trailing slash).

Create Configuration Record

Navigate to RingCentral > Configuration in the Odoo menu.

Click Create and complete the required fields:

  • Configuration Name
  • Client ID
  • Client Secret
  • Server URL
Verify Connection

Use the Test Connection button to verify:

  • DNS resolution of the RingCentral server
  • HTTPS connectivity to the server
  • Proxy settings (if configured)
  • SSL certificate validation
OAuth Authentication

Click Connect (OAuth) to authenticate:

  1. You are redirected to the RingCentral login page.
  2. Log in with your RingCentral credentials.
  3. Authorize the application.
  4. You are redirected back to Odoo.
  5. The configuration will show as Connected.
Success

Once authenticated, the module will automatically:

  • Create a webhook subscription for call events.
  • Set up automatic token refresh.
  • Enable scheduled call history synchronization.

Click on the RingCentral Icon

When you click the RingCentral icon in the Odoo top bar, a small popup window opens on the right side of the screen.

The popup shows a Sign In button.

Click the “Sign In” Button

Click the Sign In button in the popup. This opens the RingCentral login window. You will see the RingCentral Account Information screen.

Click Continue to proceed with your RingCentral account.

Review Permissions and Authorize

RingCentral shows a list of permissions required by the application. Scroll down and click the Authorize button.

This allows Odoo to access your RingCentral account and perform actions such as reading call logs, messages, and presence.

Confirm Emergency Calling Address

RingCentral requires you to confirm the Emergency Calling location. Choose your Digital Line and click I Accept.

Once accepted, RingCentral completes the authentication and redirects back to Odoo.

RingCentral Successfully Connected

After clicking I Accept, RingCentral completes the authorization and the softphone widget loads inside Odoo.

You will now see the RingCentral phone panel with:

  • Dialpad
  • Call Logs
  • Voicemail
  • Text Messages
  • Contacts
  • Meetings

This confirms that your RingCentral account is successfully connected and fully functional inside Odoo. You can now make calls, send SMS, check logs, and access telephony features directly from the Odoo interface.

Real-Time Status Synchronization

When you change your availability status in Odoo, the same status is instantly synchronized with the RingCentral dialer. This ensures that your telephony presence always matches your Odoo status.

  • Available – Dialer shows you as Available.
  • Busy – Dialer switches to Busy.
  • Do Not Disturb – Dialer shows Do Not Disturb.
  • Offline – Dialer shows Offline.

This real-time status sync ensures accurate call routing, better team visibility, and a seamless workflow between Odoo and RingCentral.

Call Actions on Contacts

When you click the Call button (phone icon) on the contact form, Odoo immediately places an outbound call through the embedded RingCentral dialer, and the corresponding call entry is logged in the contact’s RingCentral Calls tab.

You can also receive inbound calls from RingCentral. These inbound calls are automatically linked to the matching partner and their full call history (inbound + outbound) is available directly on the partner record for complete interaction tracking.

RingCentral KPI Dashboard

The KPI Dashboard gives managers a real-time view of all RingCentral activity inside Odoo.. It aggregates call data into simple tiles and charts for fast monitoring.

Main insights
  • Calls by Direction – inbound vs outbound split for capacity planning.
  • Calls by Status – answered vs missed for service quality.
  • Total Calls & Duration – overall workload and talk time.
  • Success Rate – percentage of answered calls.
  • Time-based tiles – calls today, this week, this month, and active calls.

RingCentral Call History

Call History shows a unified log of every inbound and outbound call synced from RingCentral.. Users can search, filter, and audit calls without leaving Odoo.

Key columns
  • Start Time and Direction (inbound / outbound).
  • From Number, To Number, and linked Contact.
  • Duration and Status (answered, no answer, busy, etc.).
  • Has Recording and Transcript Available flags.
  • We are provide 90 days bug free support related to our module.
  • The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
  • To create ticket send email to support@techultra.in.

What is Intelligent Contact Mapping?

Intelligent Contact Mapping automatically links incoming and outgoing calls to the correct Odoo contact based on phone numbers. The system supports multiple matching strategies and prioritizes the most recently created or updated contact when duplicates exist.

How are call transcripts handled?

Call transcripts generated by RingCentral AI are automatically stored in Odoo. Users can access these transcripts directly from call history records without any manual upload or synchronization.

Can I access call recordings inside Odoo?

Yes. Call recordings are retrieved through an authenticated proxy and attached to the corresponding call history record. Users can play the recording directly in Odoo using the built-in audio player.

Does the module support real-time updates?

Yes. The integration uses RingCentral webhooks to receive real-time events, including call status updates, recordings, and transcripts. No polling is required.

What is the Systray Status Icon used for?

The systray icon provides a visual indicator of the RingCentral connection status with color-coded signals. It also offers quick access to the embedded widget and user presence controls.

How does automatic synchronization work?

The module runs scheduled tasks to synchronize call history, refresh access tokens, and renew webhook subscriptions. This ensures continuous operation without user intervention.

Is proxy support available?

Yes. You can configure HTTP or HTTPS proxy settings for environments with strict network rules. The module also provides controls for enabling or disabling SSL certificate verification.

What analytics features are included?

The analytics dashboard includes multiple visualization options, such as line charts, bar charts, pie charts, and pivot tables. Filters allow analysis by call direction, status, date range, contact, and other parameters.



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