Trade business – around 40 employees – custom ERP/3CX integration
A trade business with around 40 employees and an existing 3CX phone system faced a problem: its own ERP system holds contact data for customers, suppliers and partners that is updated daily – yet the global phone book of the 3CX system was out of date and had to be maintained laboriously by hand. PROXYTEC developed a tailor-made integration solution that automates this process completely.
PROXYTEC developed a fully tailor-made software solution matched precisely to the customer’s system landscape and requirements. Not an elaborate standard product – a lean, purpose-built solution.
The software reads the current contact data from the ERP system automatically every day. New entries, changes and deletions are recognised and processed correctly – with no manual intervention.
The contact data determined is written directly into the global phone book of the 3CX phone system. All staff always see current contact information on their phones and in the 3CX app.
Around 25,000 contact records are reconciled automatically every day. The process runs entirely in the background, without user interaction and without interrupting ongoing operations.
The solution developed is robust, handles errors and is documented. Log files record every reconciliation. If the ERP or the 3CX interface changes, the software can be adapted flexibly.
The architecture of the solution allows easy extension: further data sources, additional target systems or changed field mappings can be integrated without redevelopment.
The trade business was already using a 3CX phone system from PROXYTEC and was very satisfied with its performance. The system’s global phone book – available to all staff on their phones and in the 3CX app – had to be maintained manually, however. With around 25,000 contact records from the ERP system, that had become an unsustainable amount of work.
PROXYTEC developed a tailor-made software solution that reads all contacts from the ERP system automatically once a day, compares them with the existing 3CX phone book and synchronises the differences. New contacts are created, changed records updated and deleted entries removed.
The result: all staff have access to a current, complete company directory at any time – directly on their phone or in the 3CX app. The manual upkeep disappears entirely. The solution runs reliably in the background and requires no user interaction.
contact records are reconciled automatically between the ERP and the 3CX phone book every day.
manual upkeep per day – the entire reconciliation runs fully automatically in the background.
The business was already using the PROXYTEC 3CX phone system – the software development extends the existing ecosystem seamlessly.
Do you have systems that ought to talk to each other better? PROXYTEC develops tailor-made software solutions for your individual system landscape – pragmatic, reliable and maintainable.