Pre-install qualification check
Does your 3CX licence qualify for ConnectZero?
A quick checklist before you install. Most modern 3CX deployments qualify with no extra steps. A couple of hosted and Express tier configurations need a workaround, and we’ll flag those too.
- v18 minimum, v20 recommended
- Reply within one working day
- No port forwarding required
Tick all four to qualify
- 3CX v18 or newer. v20 or newer opens up native CRM transcription on attached recordings.
- API access enabled on your 3CX system. Your administrator confirms this in the Management Console.
- A dedicated 3CX API user with one of the role combinations below.
- Call recording switched on for the extensions whose calls you want synced.
The four-point check
The qualification checklist, in one screen.
Each item below has a dedicated section further down the page. If you can tick all four, your 3CX system qualifies for ConnectZero and you can install from your CRM marketplace.
1. Version
3CX v18 or newer
v20 or newer is recommended because it opens up native transcription on attached recordings, handled by your CRM rather than by us.
2. API
API access enabled
Confirm API access is switched on in the 3CX Management Console. Your 3CX administrator can verify this in a single screen.
3. API user
A dedicated 3CX API user
ConnectZero authenticates as a 3CX API user. That user needs one specific role combination. See the next section for the two supported options.
4. Recording
Call recording switched on
Recording must be enabled on the extensions whose calls you want synced. Without recording, calls are still logged, but no audio attaches.
API user role
Which 3CX role does the API user need?
ConnectZero authenticates as a 3CX API user. That user needs one of the role combinations below. Either combination lets ConnectZero read the call history, identify the recording for each call, and download the audio.
Recommended
System Administrator
A single 3CX API user assigned the System Administrator role. Simplest to provision, covers every endpoint ConnectZero needs in one role.
System Administrator
Minimum
Recording Manager + Reports User
A 3CX API user assigned both roles. Smaller permission footprint for teams that prefer least-privilege provisioning on integration accounts.
Recording ManagerReports User
Version support matrix
Which 3CX versions are supported?
Basic call sync needs v18 or newer. Native CRM-side transcription on attached recordings needs v20 or newer. Anything older than v18 is not supported.
Minimum version per capability
v18+
Basic call sync via the 3CX API
Call records flow into the CRM contact timeline.
v18+
Call recording attached to the contact
Audio file attaches to the call event, with call recording enabled on the extension.
v20+
CRM-native transcription on attached recordings
A CRM-side feature applied to the audio file we attach. The v20 baseline keeps the recording surface stable for that pipeline.
Edition and hosting
Which 3CX licence editions qualify?
ConnectZero needs API access on your 3CX system. Across the current 3CX product line, API access is associated with the paid editions rather than the entry-level free tier, and with self-managed deployments rather than the most restrictive hosted configurations.
Self-managed paid editions
QualifiesThe paid Pro and Enterprise editions, or their current equivalents, on your own hosting. API access is available and the authentication mode is yours to configure. You’ll almost certainly connect with no special steps.
3CX-hosted and PBX Express tiers
CaveatSome hosted and Express tiers restrict the API authentication mode to Basic authentication, while ConnectZero expects token-based authentication for full self-service connection. That isn’t a misconfiguration you can fix from the ConnectZero settings alone. It’s an edition-side limitation.
Free and starter tiers
Not supportedWhere free and starter tiers exist in the current line-up, API access on these tiers is typically restricted or absent. If you’re on a free tier and the connection won’t establish, that’s the reason.
Not sure which edition you're on? The 3CX Management Console Dashboard > System Status screen names it. Email support@connectzero.app with that edition name and your version, and we'll confirm whether your tier is restricted and advise on the supported approach.
Edition-side limitation
The hosted and Express authentication caveat.
Worth a closer look because it’s the most common reason a connection fails to establish.
Three-step verification
How to check your current licence.
Three quick screens inside the 3CX Management Console. If any of these isn’t where it should be, your 3CX administrator or installer can sort it in a few minutes.
Confirm edition and version
Open Dashboard > System Status. Your edition (the marketing name 3CX uses for your tier) and your version number are both listed there.
Confirm the API user
Open Settings > Users and confirm your API user exists with one of the role combinations listed above. Either System Administrator alone, or Recording Manager plus Reports User.
Confirm recording is on
Open Settings > Call Recording and confirm recording is enabled for the extensions whose calls you want synced through to your CRM.
Not sure if you qualify?
We'd rather you ask us than guess.
If any of the above is ambiguous for your deployment, three steps and we’ll confirm within a working day. No login required, just a short email.
Find your edition and version
In the 3CX Management Console open Dashboard > System Status. Note the edition name and the version number.
Describe your hosting
One sentence on whether your 3CX is self-managed on your own server, hosted by 3CX, or running on a PBX Express style tier.
Email Auswide support
Send the two details above to our team.
Common questions
Four questions we hear most.
Quick answers to the questions teams ask before installing. If yours isn’t here, our Adelaide team replies inside a working day.
Do I need to upgrade my 3CX licence to install ConnectZero?
Only if you're on v17 or older, or if you're on a hosted or Express tier with restricted API authentication. Self-managed v18 or newer with API access enabled qualifies with no extra steps.
Can I share an existing 3CX API user with another integration?
Technically yes, but we recommend a dedicated API user for ConnectZero so you can rotate its password independently and audit it cleanly in 3CX logs.
Does ConnectZero need port forwarding into our PBX?
No. ConnectZero connects outbound from our servers to your 3CX system's public API endpoint over HTTPS. You don't need to open any new inbound ports.
What if our 3CX is air-gapped behind a VPN?
ConnectZero needs HTTPS reach to your 3CX system's API. If it's only reachable via a VPN, the standard connection won't work. Talk to us about supported approaches for that pattern.
Qualified? Install in five minutes.
Self-managed v18 or newer with API access enabled and a dedicated API user. Tick those four boxes and you’re ready to install from your CRM marketplace.
