Connect

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Revision as of 21:11, 26 May 2020 (view source) Scomtois (Talk | contribs) (→Audio Conferencing) ← Older edit		Latest revision as of 14:11, 14 September 2021 (view source) RP (Talk | contribs)
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-	Our '''Connect''' program is a forever-evolving program that we have launched to allow our customers to easily integrate VoIP.ms to the tools that they like.	+	With Connect services, you can easily integrate VoIP.ms to the tools that you like in a few clicks. Whether you want files to be uploaded into the cloud manually or automatically, or that you want to create some reports which will be emailed automatically to you with Zapier, this is all possible.
-	'''Note that at this time, we only offer the option for Dropbox, but the other services like Google Drive and'''	+	__TOC__
-	'''OneDrive will be available soon. More services will become available in the future!'''	+
-		+
-	Additionally, if you have already developed some integrations using our SOAP and REST/JSON API and you would like to	+
-	share it with our team so that we can potentially make it available to all of our customers, reach out to our team at	+
-	[email protected]. We can't wait to see what you have!.	+
		+	{| class="wikitable"
		+	|+
		+	|-
		+	! Article en Français !! Artículo en Español
		+	|-
		+	| [[Service connect | Français]] || [[Servicio de conexión| Español]]
		+	|}
		+
		+
		+
		+	'''Disclaimer'''– This feature is currently fee to use, VoIP.ms Connect Program is free of charge for a limited time only. Please note that third-party integrations may also have
		+	fees involved.
		+
		+	This feature can be found on your customer portal under Main Menu, Connect Services.
		+
		+
		+	== What can be uploaded to OneDrive and DropBox ==
		+
		+	Here is what you can manually or automatically select to upload to both platforms:
		+	- Call Recordings
		+	- Voicemail messages
		+	- Conference Recordings
		+	- Faxes
		+
		+
		+	== How to Connect your OneDrive Account ==
		+
		+	Once in your customer portal, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your OneDrive account. Proceed on clicking on the red button.
		+
		+
		+	[[File:ConnectEN1.png|600px|border|center]]
		+
		+
		+	You will then be prompted from Microsoft to enter the email address related to your OneDrive account and password. Once done, the integration will be completed. You can then proceed and the link between OneDrive and VoIP.ms will be done. You will then be brought back to the Connect Services page and have the possibility to choose which options you wish to enable for manual upload versus automatic upload. Simply checkbox each option you desire and it will save systematically.
		+
		+
		+	[[File:ConnectEN2.png|600px|border|center]]
		+
		+
		+	'''Note that a folder will be created into your OneDrive account named VoIP.ms, which all files being uploaded there will be organized by Voicemails, Call Recordings, etc.'''
		+
		+
		+	== How to Connect your DropBox Account ==
		+
		+	Once in your customer portal, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your DropBox account. Proceed on clicking on the red button.
		+
		+
		+	[[File:ConnectEN4.png|600px|border|center]]
		+
		+
		+	You will then be redirected to DropBox and be prompted to log into your account. Once you have entered your information to log into your DropBox account, or created a new account, you can proceed and the link between DropBox and VoIP.ms will be done. You will then be brought back to the Connect Services page and have the possibility to choose which options you wish to enable for manual upload versus automatic upload. Simply checkbox each option you desire and it will save systematically.
		+
		+
		+	[[File:ConnectEN5.png|600px|border|center]]
		+
		+
		+	'''Note that a folder will be created into your DropBox account named VoIP.ms, which all files being uploaded there will be organized by Voicemails, Call Recordings, etc.'''
-	__TOC__
-	= Dropbox =
-	Dropbox is a file hosting service, permitting you to upload files onto the cloud and thus, carrying with you your file virtually anywhere it would be required and without depending on the hardware that could eventually go defect. For further information on signing up: [https://dropbox.com Dropbox]	+	== How to Connect your Zapier Account ==
-	Integrating Dropbox to your VoIP.ms account will allow you to manually or automatically backup your files for the following:	+	Once in your customer portal, you will first need to enable the API for your account. Head into Main Menu, SOAP and Rest/JSON API, enable and set a new password for your API.
-	:* Call Recordings	+
-	:* Voicemail	+
-	:* Conference recordings	+
-	:* Faxes	+
		+	Once the API has been enabled, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your Zapier account. Proceed on clicking on the red button.
-	To start leveraging this integration, head over to your customer portal, then > '''Main Menu''' > '''"Connect Services"'''.
-	: [[File:ConnectStep0.png|border|none|600px|]]	+	[[File:ConnectEN7.png|600px|border|center]]
-	'''1)''' You will have the option to connect your account to dropbox. Press '''Connect''' button to proceed.	+	You will then be redirected to Zapier and be prompted to log into your account. Once you have entered your information to log into your Zapier account, or created a new account, you can proceed by pressing on '''Create Zap''',
-	: [[File:ConnectStep1.png|border|none|600px|]]
		+	[[File:Zapierintegrate1.png|600px|border|center]]
-	'''2)''' Then, you will land on a page confirming if you wish to proceed on the integration of your Dropbox integration, press "'''Continue'''".	+	look for VoIP.ms and select it,
-	: [[File:Link1.png|border|none|500px|]]
		+	[[File:Zapierintegrate2.png|600px|border|center]]
-	'''3)''' Afterward, Dropbox will ask if you wish to allow VoIP.ms to gain its own folder under Apps > '''VoIP.ms''' which you can proceed by clicking "'''Allow'''".	+	and then choose what you would wish to achieve with Zapier.
-	'''''Stay assured that VoIP.ms <font color="#E0382D"><u>does not</u> have any other access</font> and that this is required in order to upload the information into the right folder.'''''
-	: [[File:Link2.png|border|none|500px|]]	+	[[File:Zapierintegrate3.png|600px|border|center]]
-	'''4)''' After completing the integration, you will have the option to enable/disable what you wish to receive in Dropbox.	+	You will then be prompted to Sign in to VoIP.ms.
-	: [[File:ConnectEnd.png|border|none|600px|]]
		+	[[File:Zapierintegrate4.png|600px|border|center]]
-	== Upload options to your Dropbox ==
-
-	As previously mentioned, you will be able to either manually upload the desired files or automatically upload them. This will either let you selectively choose what you wish to upload or just upload everything at once that happened during the day.
		+	'''It is important to use the email address related to your VoIP.ms account and your API password previously created.'''
-	== Automatic Upload ==
-	The options selected under the '''*Automatic Upload*''' section will be automatically uploaded <u>'''every 12 hours'''</u> into your dropbox account without any actions required from your end.	+	[[File:Zapierintegrate5.png|600px|border|center]]
-	== Manual upload ==
-	Manually uploading will require you to head into the desired options and specify which files you would like to upload.	+	Once the connection is done, proceed on creating your selected event.
-	Here are some few examples:
		+	Here’s some examples that can be done with Zapier integration:
-	=== Audio Conferencing ===
-	----
-	By heading into your '''VoIP.ms portal''' > '''DID Numbers''' > '''Audio Conferencing''' and then pressing [[File:CONFERENCE_DOWNLOAD.png|20px]] <font color="#656F6D">'''Downloads'''</font> next to the desired audio conference, you will have the ability to upload each recording individually.
-	: [[File:ConferenceConnect.png|border|none|500px|]]	+	[[File:ConnectEN9.png|600px|border|center]]
-	=== Call Recording ===	+	== How to manually upload a Fax, Call Recording or other into OneDrive or DropBox ==
-	----	+	By heading into Call Recordings, Voicemail, Audio Conferencing or Virtual Fax and looking for all past calls / messages, you will have the corresponding option showing toward the right to upload a specific file to the cloud
-	By heading into your '''VoIP.ms portal''' > '''DID Numbers''' > '''Call Recording''', you will have the option next to each recordings to upload the desired file into Dropbox.	+
-	: [[File:CallRecordingConnect.png|border|none|650px|]]
		+	[[File:ConnectEN10.png|600px|border|center]]
-	=== Voicemail ===
-	----
-	By heading into your '''VoIP.ms portal''' > '''DID Numbers''' > '''Voicemail''' and then by clicking the <font color="#337AB7">'''blue icon'''</font> [[File:VM_BLUE_ICON.png]] to view the list of voicemails related to the mailbox, you will have the option to upload the desired voicemail messages.
-	: [[File:VoicemailConnect.png|border|none|650px|]]	+	== Automatically uploading your files into the cloud ==
-	=== Virtual Fax ===	+	If you have selected to automatically upload files into the cloud, this will be done every 6h. Thus it will happen at '''00:00, 6:00, 12:00PM, 6:00PM and 00:00 the next day.'''
-	----	+
-	By heading into your VoIP.ms portal > '''DID Numbers''' > '''Virtual Fax''' > '''My Faxes''', you will be able to upload any faxes received or sent.	+
-	: [[File:FaxConnect.png|border|none|650px|]]	+	Each files being uploaded automatically will go in their respective folder under the main folder being VoIP.ms, the account number that you have enabled this feature and then up to 4 separate folders to separate voicemail messages, call recordings, etc.

---

Latest revision as of 14:11, 14 September 2021

With Connect services, you can easily integrate VoIP.ms to the tools that you like in a few clicks. Whether you want files to be uploaded into the cloud manually or automatically, or that you want to create some reports which will be emailed automatically to you with Zapier, this is all possible.

Contents 1 What can be uploaded to OneDrive and DropBox 2 How to Connect your OneDrive Account 3 How to Connect your DropBox Account 4 How to Connect your Zapier Account 5 How to manually upload a Fax, Call Recording or other into OneDrive or DropBox 6 Automatically uploading your files into the cloud

Article en Français	Artículo en Español
Français	Español

Disclaimer– This feature is currently fee to use, VoIP.ms Connect Program is free of charge for a limited time only. Please note that third-party integrations may also have 
fees involved.

This feature can be found on your customer portal under Main Menu, Connect Services.

What can be uploaded to OneDrive and DropBox

Here is what you can manually or automatically select to upload to both platforms: - Call Recordings - Voicemail messages - Conference Recordings - Faxes

How to Connect your OneDrive Account

Once in your customer portal, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your OneDrive account. Proceed on clicking on the red button.

You will then be prompted from Microsoft to enter the email address related to your OneDrive account and password. Once done, the integration will be completed. You can then proceed and the link between OneDrive and VoIP.ms will be done. You will then be brought back to the Connect Services page and have the possibility to choose which options you wish to enable for manual upload versus automatic upload. Simply checkbox each option you desire and it will save systematically.

Note that a folder will be created into your OneDrive account named VoIP.ms, which all files being uploaded there will be organized by Voicemails, Call Recordings, etc.

How to Connect your DropBox Account

Once in your customer portal, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your DropBox account. Proceed on clicking on the red button.

You will then be redirected to DropBox and be prompted to log into your account. Once you have entered your information to log into your DropBox account, or created a new account, you can proceed and the link between DropBox and VoIP.ms will be done. You will then be brought back to the Connect Services page and have the possibility to choose which options you wish to enable for manual upload versus automatic upload. Simply checkbox each option you desire and it will save systematically.

Note that a folder will be created into your DropBox account named VoIP.ms, which all files being uploaded there will be organized by Voicemails, Call Recordings, etc.

How to Connect your Zapier Account

Once in your customer portal, you will first need to enable the API for your account. Head into Main Menu, SOAP and Rest/JSON API, enable and set a new password for your API.

Once the API has been enabled, head into Main Menu and then Connect Services to gain access to this feature. You will have the option to Connect your Zapier account. Proceed on clicking on the red button.

You will then be redirected to Zapier and be prompted to log into your account. Once you have entered your information to log into your Zapier account, or created a new account, you can proceed by pressing on Create Zap,

look for VoIP.ms and select it,

and then choose what you would wish to achieve with Zapier.

You will then be prompted to Sign in to VoIP.ms.

It is important to use the email address related to your VoIP.ms account and your API password previously created.

Once the connection is done, proceed on creating your selected event.

Here’s some examples that can be done with Zapier integration:

How to manually upload a Fax, Call Recording or other into OneDrive or DropBox

By heading into Call Recordings, Voicemail, Audio Conferencing or Virtual Fax and looking for all past calls / messages, you will have the corresponding option showing toward the right to upload a specific file to the cloud

Automatically uploading your files into the cloud

If you have selected to automatically upload files into the cloud, this will be done every 6h. Thus it will happen at 00:00, 6:00, 12:00PM, 6:00PM and 00:00 the next day.

Each files being uploaded automatically will go in their respective folder under the main folder being VoIP.ms, the account number that you have enabled this feature and then up to 4 separate folders to separate voicemail messages, call recordings, etc.