Enabling the Unify Phone integration in a customer account

After adding the Unify Phone integration to a customer account, you need to provide the necessary details to enable the integration. You can either enter the details of an existing Unify Phone tenant or the information required to create a new tenant. Regardless of the option selected, the tenant will be linked to the customer’s CloudLink account at the end of the process.

  • Link a pre-existing Unify Phone tenant if Unify Phone is already configured to work with an OpenScape PBX (such as OpenScape Business), and you want to enable CloudLink Chat within the Unify Phone application.

  • Create a new Unify Phone tenant if the customer uses a MiVoice PBX (such as MiVoice 5000), and you want users in the CloudLink account to be able to access the Unify Phone application.

Perform the following steps to enable the integration:

  1. Access the Integrations panel from the Account Information page or from the Integrations & Apps option.
  2. Click Complete Setup next to the Unify Phone integration.
    The Unify Phone Configuration page opens.
  3. If you are on-boarding a pre-existing tenant:
    1. Select the Are you onboarding a pre-existing tenant? checkbox.

      Unify Phone configuration - Enter details of an existing tenant
      The API Key* field appears, and all other input fields are disabled.
    2. Enter the API key that you can find in the Telephony connector tab of the Unify Phone administration app.
      The API key is a unique identifier used to authenticate a client or an application when making API (Application Programming Interface) requests. It is required to enable access to the existing Unify Phone tenant through the Unify Phone Administration and Admin REST API.
    3. Click Done to link the existing tenant to the customer's CloudLink account.
  4. If you are creating a new Unify Phone tenant:
    1. Make sure the Are you onboarding a pre-existing tenant? checkbox is not selected.

      Unify Phone configuration - Enter details to create a new tenant
    2. Enter a Tenant name. Although not required, it is highly recommended to enter a tenant name. The tenant name must be unique across all accounts.
    3. Enter the following main contact details for the Unify Phone tenant. Leaving these fields empty will result in the tenant inheriting values from the Account Administrator:
      • First name
      • Last name
      • Email
      • Country Code
      • Phone number
    4. Click Done to create and link the new tenant to the customer account.
Note:

Once the Unify Phone integration is enabled, the tenant details—whether pre-existing or new—cannot be edited. If you need to update the tenant details, you must first remove the integration, then add it back and enable the integration again by providing the correct information.

Parent topic: Unify Phone Integration
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