Configure the i21 User

  1. Log into i21
  2. Select System Manager and then the Users menu.
  3. Find and open the user who will use the VoIPstudio integration. 
    1. Click the User tab.
  4. In the VoIPstudio Settings, enter the email address, Password, and phone number of your VoIPstudio account.
    1. Make sure you enter the phone number with the area code and no spaces or other characters (ex: 12602390982)
  5. Click the Connect button and you should see the following confirmation message.
  6. Then you should see the following status.


Testing with a Customer Phone

  1. To test the integration we will use the Customer screen as an example.  
    1. Note, VoIPstudio can use the Phone or Mobile fields on any entity screen such as Vendor, Employee, etc. 
  2. Open a test customer and make sure the Phone or Mobile number is a phone that you can call from.
  3. Make a call from the test customer phone number to your VoIPstudio phone number.
    1. Note: If you have the VoIPstudio Windows companion app installed, you should see a Windows notification appear with the number of the caller.
  4. The Customer entity screen will automatically open based on the Caller ID of that customer.



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