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  7. Pre-install and Pre-configure Wave Add-ins on the UCM63xx

Pre-install and Pre-configure Wave Add-ins on the UCM63xx

  • Updated on March 13, 2024

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.

Note

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.

Note

Please note that only Wave Desktop client supports Wave add-in features.

Steps

  1. Log in to the Web UI of the UCM63xx device as an administrator.
  2. Go to Maintenance → User Management → User Portal/Wave Privileges page, when the user tries to add permissions or edit permissions, the user can select the pre-install add-ins. Please refer to the screenshot below:

3. Click the “Configure” button to access the “Configure pre-installed apps” configuration page, and the user can click the “Add Plugin” button to add the pre-installed add-ins. Please refer to the section “Wave Add-in and Parameter Configuration Rules” for details.

4. After the permissions are saved, the administrator can access the extension management page and configure the permissions for multiple extensions or a specific extension. When the extension user logs in to the Wave Desktop application, it will automatically install the configured add-ins and log in with the preset parameters.

Note

  1. 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.
  2. 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

  • domain

{"webhook":"xxxxx"}

Freshdesk

  • domain

  • apiKey: Fill in the "API Key"

{"domain":"xxxx","apikey":"xxxx"}

HubSpot

/

/

IPVideoTalk

  • Account: Fill in the Account/Email

  • Password

{"account":"xxxx","password":"xxxx"}

Office 365

/

/

Salesforce

domain

{"domain":"xxxxx" }

Sugar CRM

  • hostAddress: Fill in the "CRM Server Address"

  • username

  • password

{"hostAddress":"xxxx","username":"xxxx","password":"xxxx"}

Vtiger CRM

  • host: Fill in the "CRM Server Address"

  • username

  • accessKey: Fill in the "Access Code"

{"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.
E.g., {"host":"US"}
US - United States
CN - China
EU - Europe
IN - India

AU - Australia

{"host":"xxxx"}

Whatsapp Business

  • name: Enter any string of 1 to 128 characters

  • accessToken: Fill in the "Access Token"

  • payloadKey: Optional. Fill in the "Client Secret"

  • webhookUrl: You need to configure and generate a webhook address in the WhatsApp add-in, and then copy it here.

  • phoneNumIDList: Fill in the "Phone Number ID". Please separate multiple numbers with commas.

{"config":[{"name":"xxxxx","accessToken":"xxxxx","payloadKey":"xxxxx","webhooksUrl":"xxx","phoneNumIDList":["xxxxx","xxxxx"]}

Odoo CRM

  • username: Fill in your login email

  • password: Fill in the obtained API KEY information. If you have your own local Odoo system deployed, enter the login password on your local server.

  • dataBase: Fill in you database name

  • serverAddress: Fill in the access service address in your browser, such as https://grandstream1.odoo.com, or fill in the database address of your local server.

{"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

/

/

Note

  1. 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”}
  2. 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: https://documentation.grandstream.com/knowledge-base/wave-crm-add-ins/

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