How do I set up PhoneSuite CTI with Outlook integration?
Step-by-step guide to setting up PhoneSuite CTI with sipgate SIP credentials and Outlook contact synchronization.
With PhoneSuite, you can hardware VoIP phones & softphones be connected. Likewise, the PhoneSuite Client can act as a Softphone be used as such. Outlook integration is also possible to synchronize, but also to make calls from Outlook.
Attention: Zoiper is supported by PhoneSuite, but only the 32-bit version of Zoiper 3 Premium/Business (BIZ). For this article, the PhoneSuite SIP SoftPhone was used. During installation, the Outlook plug-in was also installed, or all three options were enabled.
Configure softphone
After installation, click on Phone configuration and in the tab TAPI device the button Select TAPI device press. Now select the option SIP SoftPhone and click on Device configuration click. Of course, several other options such as connecting with Zoiper, Snom, Yealink, FRITZ!Box, etc. are also possible. Here, however, we will focus on the SIP SoftPhone.
The SIP configuration now appears. Please edit it. The entries should look as follows
SIP service provider
Name: sipgate
IP address: sipgate.de
Use STUN server: disabled
Pickup: *9 (+ active phone number)
DTMF: RFC2833
SIP registration data
User ID: the SIP ID of your phone
Authentication name: the SIP ID of your phone
Password: the SIP password of your phone
Display name: empty
Extension number: internal extension
You can find your SIP registration data in the account management via the tile User. In the desired user, click the VoIP phone at the top that you want to configure. An info box will open there with all the data you need for the configuration. From it, you can obtain the SIP ID and the SIP password.
Complete the setup by pressing OK to finish, and select the SIP SoftPhone, i.e. highlight it, and at the bottom click on OK (Select TAPI device) click. This sets up PhoneSuite as a VOIP softphone. Please make sure that under the option Audio the correct audio input and output devices are configured and that microphone access is enabled in the Windows privacy settings.
Currently, the caller's name is only displayed for internal contacts, i.e. users in the account. For greater convenience, we will first set up the BLF function and then the Outlook integration.
Set up BLF function
If you move your mouse all the way to the top, a speed-dial field appears. You also have a speed-dial field in the main window. Click one of the empty fields and press Edit. Now enter the following information and save the entry:
Action type: dial phone number
Button name: employee's name
Phone number: the employee's internal extension
SIP user ID: see phone number
Dial via this TAPI device: SIP SoftPhone
Monitor LED: click "..." and select the configured softphone
Important: The BLF function is only available from the sipgate business L plan.
Enable Outlook integration
Proceed as follows:
Options ➔ Outlook ➔ Enable Outlook Add-In ➔ Enable automatic synchronization of Outlook contacts
Problems & solutions
Problem: When dialing an external phone number within the country, a different phone number is dialed according to the event list.
Solution: The dialing settings are probably not set correctly. Please proceed as follows:
Options ➔ PhoneDialog ➔ Dialing settings ➔ Dial ➔ Advanced settings: Always with area code & country code dial
If required, the following settings can also be made under the dialing settings:
Phone number format: report and add area code
Phone system: deactivate trunk prefix (outside line access)
Problem: The contacts in Outlook are not displayed in the PhoneSuite CTI phone book
Solution: Please follow the provider's instructions at https://www.phonesuite.de/hlp/de/client/and/outlook.htm
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