This guide walks you through configuring and utilizing the 8x8 CRM API to block phone numbers specifically for Engage-only tenants.
Prerequisites
Before you begin, download the 8x8 CRM API support documentation. The API allows you to Create, Read, Update, Delete records in the 8x8 Contact Center local CRM.
Applies To
- 8x8 Engage
Procedure
Step one: Configure CRM API Credentials
To enable API access, you'll need to set up authentication credentials:
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Log in to 8x8 Contact Center Configuration Manager with an Admin account;
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Navigate to Integration > CRM API;
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Check the box for Enable CRM API Access;
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Define a username and password for the CRM API;
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Review and update the Access Right table according to your requirements.
Step 2: Create a Custom Field for Blocked Numbers
You need to create a dedicated field in the CRM to track blocked numbers:
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In Configuration Manager for Contact Center, go to CRM > Fields > Customer Fields.
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Click + to add a Customer Field.
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For the Data Type, select Pick List.
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Enter the following values:
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Field Name: BLOCK_NUMBER
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Display Label: BLOCK_NUMBER
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From the Pick List Values drop-down, select Edit Pick List Values.
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Click + Pick List Value. Do this twice for a total of two values.
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In the value column, name the default value NOT_BLOCKED and the second value BLOCKED. Click Save.
Step 3: Block Numbers via API
Use an API execution tool like Postman to add blocked numbers to your CRM.
Set Up Your Request
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Create a new HTTP request in your API tool
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Use your VCC environment URL in this format: https://vcc-environment.8x8.com/WAPI/wapi.php. Replace vcc-environment with your actual environment name (e.g., vcc-eu014).
Required Fields
When adding a customer with a blocked number, include these mandatory fields according to the 8x8 CRM API Documentation (Add Customer):
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“tenant” : “add tenant name”
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“username” : “add username”
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“password” : “add password”
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“command-object” : “Customer”
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“command-action” : “Add”
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“firstname”: “add first name”
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“lastname” : “add last name”
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“BLOCK_NUMBER” : “BLOCKED”
Your API request should now successfully create CRM records with the blocked flag set appropriately.
Update an Existing Customer to Unblock Their Number
To modify an existing customer record and change the BLOCKED_NUMBER custom field value from YES to NO:
1. List All Customers
First, retrieve a list of all customers to identify the customer you want to block:
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““tenant” : “add tenant name”
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“username” : “add username”
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“password” : “add password”
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“command-object” : “Customer”
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“command-action” : “List”
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"accountnum": "%"
Review the response to find the customer ID of the record you want to update.
2. Update the Customer Record
Once you have identified the customer, update their record with the blocked flag set to No
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““tenant” : “add tenant name”
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“username” : “add username”
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“password” : “add password”
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“command-object” : “Customer”
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“command-action” : “Modify”
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"accountnum": "add accountnum you wish to modiy"
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“BLOCK_NUMBER” : “NOT_BLOCKED”
Your API request should now successfully create or update CRM records with the blocked flag set appropriately.