3CX has no API for CCaaS to query automatically, so Target Platform configuration is entered directly: SIP server connection details are typed in by hand, and platform users are added one at a time or imported from a 3CX export. This must be completed before any SIP extensions can be registered — see SIP Extensions.

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Accessing Target Platform

Target Platform is accessible to accounts with Admin permissions.

1. Navigate to Admin (System) > Target Platform Configuration
2. The 3CX Platform Settings window is displayed

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Configuring the 3CX Platform Settings

1. Complete the following fields:

2. Select Save
3. Select OK to confirm the changes

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Adding Platform Users

Since 3CX has no API to pull users automatically, platform users are added manually or imported from a 3CX export.

1. Select Manage Platform Users
2. Select + to add a user, then enter the name and extension exactly as they appear in 3CX

To add multiple users at once instead:

1. In the 3CX portal, navigate to Extensions > Export to export the user list

2. Select Import Users, then select the exported file

3. Select Done

4. Select Save

5. Select OK to confirm the changes