How do I connect 3CX to CX-Engine?

The connection uses an OAuth 2.0 XML template. In CX-Engine, go to API Clients and create a new client to obtain a Client ID and Client Secret. Then, in CRM Connector > Settings, download the XML template and upload it to your 3CX instance under Admin > Integrations > CRM. Fill in the Client ID, Client Secret, and Account ID fields in 3CX, save, and click Authorize in the CX-Engine interface to complete the handshake.

What authentication methods are supported for the PBX connection?

CX-Engine supports two OAuth 2.0 methods: Authorization Code and Client Credentials. Authorization Code is used with the standard XML template: 3CX redirects a user to CX-Engine to approve the connection interactively. Client Credentials is designed for server-to-server or headless setups where no browser redirect is possible. The legacy password grant is not supported for PBX integrations.

What is the Account ID I need to enter in 3CX?

The Account ID is the CX-Engine client identifier for your organization. You will find it in the CX-Engine interface under the Clients section. It is distinct from the OAuth Client ID generated for the API client: the Client ID and Client Secret authenticate the API connection itself, while the Account ID tells CX-Engine which tenant the 3CX instance belongs to.

Why does call logging stop working after I run the connection test in 3CX?

This is a known quirk of the 3CX interface. When you click the test button on the integrations page, 3CX performs an internal test call but does not save the refreshed OAuth token before the page is closed. As a result, subsequent real calls will fail because the token has expired. To avoid this, click Authorize in CX-Engine again after any test to obtain a fresh token, and only then leave the 3CX integrations page.

Is Yeastar supported in the same way?

Yeastar P-Series is supported alongside 3CX. The connection flow is similar: you create an API client in CX-Engine, then configure the integration from the Yeastar side using the credentials provided. Both PBX systems can be associated with the same CX-Engine account, and call data enrichment (direct line dialed, call segments, recordings) is available for both once a PBX association is established.