Setting Up TAPI Telephony Integration

Telephony Application Programming Interface (TAPI) must be set up individually on each user's PC. You must have a TAPI compliant phone and software such as Artisoft's® TeleVantage. TAPI integration requires the ActiveX component which is only available in the Internet Explorer browser.

To set up TAPI integration, the account administrator must first enable the Telephony Integration feature at Home > Set Preferences on the Telephony subtab. After downloading the driver, enter the name of the TAPI enabled phone.

Note:

Two versions of TAPI are available, TAPI 2.x and TAPI 3.x. NetSuite supports both TAPI versions.

To set up telephony integration with a TAPI device:

1. Go to Home > Set Preferences.

2. On the Telephony subtab, in the Telephony Option field, select TAPI Device.

3. Follow the on-screen instructions to download the ExceleTelforNetSuiteApplications.zip file, which contains the executable file needed to install the required drivers for Telephony Integration.

   

4. In the TAPI Device field, enter the device that controls communication with your phone. If you do not know the name of your TAPI device, you can use a sample program at www.exceletel.com to find this information.

5. In the Prefix to Dial Out field, enter any numbers that must be dialed before dialing a phone number in your phone system. For example, you may need to dial 9 or 1 before a number.

6. Click Save.

If you have trouble locating the name of your TAPI device or receive an error message that it could not be found, try the following troubleshooting tips:

• If the name of your TAPI device ends with extension.tsp, try leaving out this extension when entering the name in NetSuite.

• The TAPI Device field is case-sensitive and must match your device name exactly.

• Download a sample program here to test dialing from your phone. From the exceletel Web page, click EXE to download the etQuickDial program.

  When the program has downloaded, open the program and view all TAPI-enabled devices on your computer in the Active field. Select the device you are using, and check the Active box. Then enter a phone number to dial and click Dial to make sure the call is initiated from your device correctly.

To learn how to initiate and end calls, see Making Calls From NetSuite.

Related Topics

Using Telephony Integration

Setting Up CTI Telephony Integration

General Notices