Contacts Sync

Your contacts in 3CX, before they ever call.

Contacts Sync loads your existing contacts from Google Contacts or a CSV file into the 3CX company contacts, then keeps them up to date on a schedule you set.

Get the VoIPTools Subscription Schedule a live demo

Google Contacts or CSV files
On a schedule or run now
Fewer duplicates by matching a field

How it works

Set it up once. Your 3CX contacts stay current.

You choose the source, the field to compare and the schedule on one Settings screen in the Contacts Sync web portal.

Choose your source
Google Contacts, or a CSV file exported from your CRM or any other system that can export CSV.
Pick a field to compare
Such as Mobile or Home. Contacts are compared on it, so duplicates are left out.
Set the schedule
Run it now, every set number of minutes, or at a time of day you choose.
Contacts appear in 3CX
They show up in the 3CX company contacts, and new ones are added automatically.

Deleting a contact in Google Contacts does not remove it from 3CX.

Contacts Sync Settings screen: Google Contacts selected as the source, Home as the field to compare, a sync every 2 minutes, and Google Settings with the token status Token was up to date

CSV files

If your system can export a CSV, it can fill your 3CX contacts.

Export your contacts from your CRM or any other system as a comma-separated file with these column headings, then upload it in the Contacts screen.

Column headings the file must use

FirstName
LastName
Company
Mobile
Mobile2
Email
Home
Home2
Business
Business2
BusinessFax
Other
HomeFax
Tag
Pager

Contact Sync Settings card with CSV File selected, Mobile as the field to compare, and a Schedule Timer set to 6:00 AM

A CSV sync compared on Mobile, set to run at 6:00 AM.

Pick a field your file hasChoose a compare field that is in your CSV file. If it is not, new contacts are created in 3CX.
Allow a momentA scheduled sync can take up to 30 seconds after the set time to finish.

Contacts Sync is included in the VoIPTools Subscription.

One subscription gets you Contacts Sync and 30+ other add-ons for 3CX.

Get the VoIPTools Subscription Schedule a live demo

Why it matters

Stop waiting for customers to call first.

No typing contacts in

No need to enter each contact into 3CX by hand, which saves time and cuts down on mistakes.

Reach out first

Call new customers from the 3CX company contacts without waiting for their first call.

One list, kept current

Keep your business contacts in one constantly updated list your whole team can use.

Everything in Contacts Sync

Front-load all existing contacts into the 3CX company contacts
Import from Google Contacts
Import CSV data from any source that can export CSV
Add new contacts automatically
Keep 3CX contacts up to date on a schedule
Run now, every set number of minutes, or at a set time
Compare on a field you choose to minimize duplicates
Deleting a contact in Google does not remove it from 3CX
Web portal for extensions with Manager rights
Sign in with your 3CX extension and voicemail PIN

Questions

Contacts Sync questions, answered.

Anything else? Our team answers 24/7 from the USA, India and the Philippines.

Which contact sources does it support?+

Google Contacts and CSV files. If your CRM or another system can export a comma-separated CSV file with the required headings, that export can be your source.

Will it create duplicate contacts?+

You pick a field to compare, such as Mobile. Contacts are compared on that field, and duplicates are left out. Choose a field that exists in your source, otherwise new contacts are created in 3CX.

If I delete a contact in Google, is it removed from 3CX?+

No. Deleting contacts in Google Contacts does not affect the contacts in 3CX.

How often does it sync?+

Run it now, every set number of minutes, or at a set time of day. A scheduled sync can take up to 30 seconds to finish after the set time.

What do I need for Google Contacts?+

A Google web app client ID, client secret and redirect URL. You enter them on the Settings screen and generate a token by signing in to your Google account. The token is valid for 180 days.

Who can use it?+

Only extensions with Manager rights can sign in to the web portal, using their 3CX extension number and voicemail PIN.

Will it work with my 3CX?+

Contacts Sync works with 3CX version 20. It runs alongside 3CX on its own Windows machine and connects through the VoIPTools Relay. Ask us and we will confirm your setup.

Details

Requirements, updates and documentation.

Downloads and documentation

3CX version 20
A Windows 10 or later, or Windows Server 2012 or later, machine for Contacts Sync, running alongside 3CX
The Windows web server role
.NET Framework 4.7.2 and .NET Desktop Runtime 7.0.5 (x64)
VoIPTools Relay on your 3CX server, on port 8801, and the VoIPTools Universal Updater
Static IP addresses for the VoIPTools and 3CX servers. HTTPS is recommended and needs a domain name (FQDN) and an SSL/TLS certificate.
For Google Contacts: a Google web app client ID, client secret and redirect URL
Sign-in by an extension with Manager rights

Check the documentation for the current release and full setup details for your environment.

Got a question?

Talk to the team that builds Contacts Sync.

Whether it is Contacts Sync, another add-on, or a custom solution built around your needs, we can help you get the most out of 3CX.

Already a customer? For help with an install or an issue, email Support@VoIPTools.com.

Keep exploring

More add-ons for admin and integration.

Contacts Sync and every add-on below come in the same VoIPTools Subscription.

Browse all 35 add-ons

Admin and integrationExporterAutomatically copy 3CX call records and data into SQL Server, MySQL or PostgreSQL for your own reporting.See the add-on Admin and integrationMonitorTrace any call step by step through menus, queues, transfers and voicemail to see exactly what happened.See the add-on Admin and integrationHosted BillingPull extension counts and storage use from every hosted 3CX system for monthly billing, without logging into each one.See the add-on

Put your contacts in 3CX before the first call.

See it on a live demo, or get it today as part of the VoIPTools Subscription, with 30+ other add-ons included.

Schedule a live demo Get the suite