Connect 3CX to Your ERP: Identify Callers, Log Every Call | Nuxbe [ Skip to content ](#main-content) [ Nuxbe ](https://nuxbe.com/en) [ Home ](https://nuxbe.com/en) [ Flexible ](https://nuxbe.com/en/features/flexible) [ Open Source ](https://nuxbe.com/en/features/open-source) [ Industries ](https://nuxbe.com/en/industries) [ Modules ](https://nuxbe.com/en/modules) [ Premium ](https://nuxbe.com/en/premium) [ FAQ ](https://nuxbe.com/en/faq) [ Partners ](https://nuxbe.com/en/partners) [ Contact ](https://nuxbe.com/en/contact) EN DE [ Home ](https://nuxbe.com/en) [ Flexible ](https://nuxbe.com/en/features/flexible) [ Open Source ](https://nuxbe.com/en/features/open-source) [ Industries ](https://nuxbe.com/en/industries) [ Modules ](https://nuxbe.com/en/modules) [ Premium ](https://nuxbe.com/en/premium) [ FAQ ](https://nuxbe.com/en/faq) [ Partners ](https://nuxbe.com/en/partners) [ Contact ](https://nuxbe.com/en/contact) Telephony Integration 3CX Telephony ============= Identify callers, log every call on the contact and import recordings, through the CRM integration that 3CX itself provides [ Contact ](https://nuxbe.com/en/contact) Telephony Meets ERP ------------------- The 3CX connection links your phone system with Nuxbe. When the phone rings, 3CX looks up the number in Nuxbe and shows the caller's name. Every answered, missed and outbound call is stored on the contact with extension, direction and duration. Call recordings that 3CX writes to a directory are collected by Nuxbe every hour and attached to the matching call. With the AI package and a locally run AI they are turned into a transcript. ### Caller identification by number 3CX asks Nuxbe for the number on every call. The search covers phone, mobile and further numbers of the addresses, even when the extension at the end differs. Name, company, phone numbers, email and a link that opens the address in Nuxbe are returned. ### Automatic Call Logging Answered, missed, outbound and unanswered calls are stored as an entry on the contact, with start, end, duration and the employee's extension. Calls from unknown numbers are logged as well, just without an address. ### Phone search in the ERP A dedicated search in Nuxbe finds an address by phone number and opens it directly when there is exactly one match. In practiceWhat actually happens on a call ------------------------------- ### The call that is already matched When the phone rings, 3CX looks up the number through Nuxbe and shows the name before anyone picks up. One click on the link opens the address in Nuxbe. If the number is unknown, the call is still logged, just without a match. ### A call log with no follow-up work Every answered, missed and outgoing call is recorded on the contact with extension, direction and duration. If 3CX reports the same call twice, Nuxbe recognises it and does not create a second entry. ### Recordings and transcripts Where 3CX archives call recordings to a directory, Nuxbe collects them hourly and attaches them to the matching call. With the AI package installed, a transcript is produced from them. The audio can then expire after a defined retention period while the text stays on the contact. SetupOne file uploaded, one mapping done ----------------------------------- In the settings an administrator downloads the prepared integration file and loads it into the 3CX admin console under CRM integrations. The file carries this instance's access token; downloading it again invalidates the previous one. Then extensions are mapped to users. That mapping is what later attributes a call to the right employee, and it is the only maintenance work that remains. For recordings, add a path Nuxbe can read the files from, a tolerance in seconds for matching, and a retention period. Transcription additionally needs a locally hosted AI connection. ### Requirements - A 3CX installation with access to the CRM integrations - Extensions mapped to Nuxbe users - For recordings, a directory Nuxbe is allowed to read - For transcripts, the AI package and a local AI connection LimitsWhere the integration stops --------------------------- Nuxbe listens and logs, it does not drive the phone system. Placing, transferring or hanging up a call from the ERP is not in scope, and neither are presence, video or messaging over 3CX. Recordings arrive over the file system, not over an interface, so 3CX has to write them into a directory the server can reach. Matching happens on extension and end time within the configured tolerance; anything that cannot be matched unambiguously is set aside rather than guessed. Transcription runs exclusively on a locally hosted AI. Connections to cloud providers are deliberately refused for this purpose, because call recordings are personal data. Frequently asked questions -------------------------- How do I connect 3CX to my ERP? Through the 3CX CRM integration. Nuxbe generates a configuration file carrying the access token of the instance, which is uploaded in the 3CX management console. Then the extensions are assigned to users. Can I place calls from Nuxbe? Not through the 3CX connection. It identifies and logs calls but does not control the phone system. Phone numbers in Nuxbe are plain phone links that open the calling app on the computer. Are contacts transferred to 3CX? No. 3CX looks up the number in Nuxbe on every call, and contacts are not synchronised into the phone system. Do call recordings stay in house? Yes. Nuxbe reads them from a directory, transcription runs only through a locally run AI, and after the configured retention period, 90 days by default, the audio file is deleted. All packages included --------------------- All premium packages are included in the Nuxbe license. Contact us for more information. 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