Overview
OneUp can receive call activity from 3CX via scheduled CSV exports sent by email.
To complete the setup, you'll need to configure an automated report within 3CX and send it to your dedicated OneUp email address.
If your 3CX calling system is provided via The Comms Guys, follow the separate specific guide for this API integration.
Before you begin
You'll need:
Administrator access to 3CX
Your OneUp import email address
Permission to create scheduled reports
Find your OneUp email address
Choose the option that applies to you:
I'm reconnecting an existing integration
In OneUp, click your profile picture and select Platform Settings.
Select Integrations.
Find 3CX in the list and click the 🔒 icon.
Copy the email address displayed.
I'm setting up a new integration through the self-serve onboarding flow
Return to the setup flow.
Follow the steps to connect 3CX.
Copy the email address displayed during the setup process.
You'll use this email address as the recipient for your scheduled export.
⚠️ Important
Each CSV integration in OneUp has its own unique email address.
If you're using multiple CSV integrations, make sure you use the email address provided specifically for 3CX.
Do not reuse an email address from another CSV integration, as this may prevent data from being processed correctly.
Configure the export
3CX automated exports must be configured by your 3CX Account Manager.
Copy your OneUp email address.
Contact your 3CX Account Manager.
Ask them to set up automated CSV exports to be sent every 5 minutes to your OneUp email address. Reports should show all inbound and outbound calls that have taken place so far that day, with new calls being added on to the list each time a new report is sent.
Once the export has been configured, 3CX will automatically send call activity data to OneUp.
Troubleshooting
I can't find the OneUp email address for my call data
If you're reconnecting an existing integration:
Go to Platform Settings → Integrations
Find 3CX
Click the 🔒 icon
Your OneUp email address will be displayed.
If you're using the self-serve onboarding flow, return to the setup process and follow the steps to connect 3CX.
I can't configure the export myself
3CX automated exports are usually configured by your 3CX Account Manager. Contact your Account Manager and ask them to set up automated CSV exports to your OneUp email address every 5 minutes.
No call data is appearing in OneUp
Check with your 3CX Account Manager that:
Automated exports have been configured
The correct OneUp email address has been used
If everything looks correct and data still isn't appearing, contact our Support team.
I can't see any user linked accounts available for my CSV integration
Users will only appear in OneUp after call data has been received for them.
If:
Automated exports have been configured correctly
The first full report has already been sent
Users still aren't appearing
contact our Support team.
We'll review the formatting of the call data file and investigate further.