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8x8 Work for NetSuite Integration: Quick Installation Guide
8x8 Support

8x8 Work for NetSuite Integration: Quick Installation Guide

 

Overview

This quick guide provides basic instruction for installing the 8x8 Work for NetSuite integration version 3.1.

Note: See below for links to our complete online guides, including 8x8 Contact Center.

8x8 integrations are not softphones, so they do not provide audio services. All 8x8 integrations must be used in conjunction with an 8x8 deskphone, 8x8 Work for Desktop, or 8x8 Work for Mobile.

Install the 8x8 Integration for NetSuite

  1. Log in to your NetSuite administrator account.
  2. Navigate to Customization > SuiteBundler > Search & Install Bundles.
  3. Search for the Keyword 8x8.
  4. Click on 8x8 for NetSuite (bundle ID 313961).
  5. Click Install.
  6. Click Install Bundle and then click OK. The installation may take several minutes.

Enable and Configure the Telephony Feature

The 8x8 NetSuite Integration configuration requires that the Telephony category be visible under Home > Set Preferences.

If the Telephony category is not visible, follow these steps:

  1. Log in to your NetSuite administrator account.
  2. Go to Setup Company Enable Features.
  3. In the Integration Add-Ons section, check Telephony Integration.
  4. Click Save.

Set Up the Click-to-Dial Feature in NetSuite

Click-to-Dial allows users to click on a phone number from within NetSuite to initiate an outbound call.

  1. Navigate to Home > Set Preferences > Telephony.
  2. Set the Telephony Option to CTI.
  3. In the CTI URL field, erase any current information and add the following URL:
    • https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone={phone}
  4. Click Save.

Phone numbers within NetSuite can now be clicked to initiate an outbound call.

Important: When initiating outbound calls by click or by dialing from the 8x8 communication panel, the 8x8 Work phone extension will ring first. Answer that extension call, and your outbound call will automatically be connected to its destination.

Configure a Custom Portlet

Each individual user must perform this configuration.

Each individual user must configure a custom portlet to see the integration communication panel.

  1. Log in to your NetSuite account.
  2. Go to Home > Personalize.
  3. From the Personalize Dashboard, click on Custom Portlet to add it to the Home page.
  4. From the portlet's Setup menu (three vertical dots), select Set Up.
  5. From the Custom Content > Source list, select 8x8 for NetSuite.
  6. Click Save.
  7. You can now click on Click here to open 8x8 panel to launch the floating 8x8 communication panel.
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