Overview
Users can pre-install the Wave add-ins on the UCM Web UI for all extension users or some specific extension users. For example, users can pre-install the Google Drive add-in for all extension users’ clients.
Before using this feature, the current UCMRC plan of the UCM device needs to obtain the third-party add-in permissions. All paid plans contain the third-party add-in permissions.
To learn more about UCM RemoteConnect Service, please refer to the following link: https://ucmrc.gdms.cloud/ucmrc
Firmware Version Requirements
UCM63xx Firmware Version: V1.0.21.X or later version.
Wave Desktop Application Version: V1.21.X or later version.
Please note that only Wave Desktop client supports Wave add-in features.
Steps
- Log in to the Web UI of the UCM63xx device as an administrator.
- Go to the Web Portal page of the UCM -> Maintenance -> User Management -> User Portal/Wave Privileges page, click the option “Pre-installed Add-in”:
- Add pre-installed add-ins by choosing them from the drop-down list and specifying their configuration parameters in JSON format. :
The configured Add-ins can then be added to the user’s Wave application based on the selected option:
- All Users: All extensions users, including newly added extension users in the future.
- Specific Users: One or more users can be selected from the existing extensions list.
You can click the option “Copy” to copy the users who have configured the specific add-ins and quickly configure other add-ins for the same group of users.
You can click the option “Delete” to delete the pre-installed add-ins, and the add-ins will no longer be pre-installed for the group of users.
- If the user has already logged in the configured extension through Wave Desktop application, and the administrator deletes the pre-installed add-in for this extension, the user will not be affected, which means the add-in will not be removed. However, under the same scenario, if the administrator adds a new pre-installed add-in for this extension, the user will be affected, which means the newly added add-in will be added to the user’s Wave Desktop application after login.
- If the administrator edits the parameters of the add-in, it will take effect immediately. The extension user with this permission will be logged out and the new parameters will be reloaded.
Wave Add-in and Parameter Configuration Rules
The following table describes the add-ins supported by the Wave Desktop client and related parameters:
Add-in Name | Parameters | Parameter Format (You can copy and paste the parameter to the input box and please replace the “xxxx” with your own parameters.) |
ACT! CRM | Username: Fill in the “Developer Key” | {“username”:”xxxxx”, “password”: “xxxx”, “dataBase”: “xxxx”, “serverAddress”: “xxx” } |
Google Drive | / | / |
Bitrix 24 | webhook | {“webhook”:”xxxx“} |
Dynamics 365 |
| {“webhook”:”xxxxx”} |
Freshdesk |
| {“domain”:”xxxx“,”apikey”:”xxxx“} |
HubSpot | / | / |
IPVideoTalk |
| {“account”:”xxxx“,”password”:”xxxx“} |
Office 365 | / | / |
Salesforce | domain | {“domain”:”xxxxx” } |
Sugar CRM |
| {“hostAddress”:”xxxx“,”username”:”xxxx“,”password”:”xxxx“} |
Telegram | / | / |
Vtiger CRM |
| {“host”:”xxxx“,”username”:”xxxx“,”accessKey”:”xxxx“} |
Zendesk | token: Please use the “API Secret” | {“token”:”xxxx“} |
Zoho CRM | Host: Select the regional server from one of the regions below: “US”, “CN”, “EU”, “IN”, “AU” any other content is invalid. AU – Australia | {“host”:”xxxx“} |
Whatsapp Business |
| {“config”:[{“name”:”xxxxx”,”accessToken”:”xxxxx”,”payloadKey”:”xxxxx”,”webhooksUrl”:”xxx”,”phoneNumIDList”:[“xxxxx”,”xxxxx”]} |
Odoo CRM |
| {“username”:”xxxxx”,”password”:”xxxxx”,”dataBase”:”xxxxx”,”serverAddress”:”xxxxx”} |
Less Annoying CRM | access_token: Fill in the “API Key” | {“access_token”:”xxxxx”} |
Monday Sales CRM | / | / |
Oracle Netsuite | / | / |
Capsule | / | / |
Zoho Desk | Host: Select the regional server from one of the regions below: US, CN, EU, IN, AU Any other content is invalid. E.g: {“host”: “US”} US – United States CN – China EU – Europe IN – India AU – Australia | {“host”:”xxxxx”} |
OfficeRnD | / | / |
- You can set only some parameters, and the ignored parameters can be removed. For example: {“clientId”:“xxxxx”,“tenant”:“xxxxx”,“domain”:“xxxxx”}, if the user does not want to fill in the domain, the following parameters can be used: {“clientId”:“xxxxx”,“tenant”:“xxxxx”}
- For how to obtain and fill in the parameters for each add-in, you can check the Wave add-in user guide to obtain the corresponding instructions: Wave Desktop CRM Add-ins – User Guide – Documentation Center