Twilio Calling Settings for ERPNext
I went through a lot of manuals and blog posts before I can finally figure out the configurations to be done both in ERPNext and in Twilio to make the voice calls work. Especially, the incoming calls
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1 min read
Steps to be followed for Twilio Integration to work for ERPNext voice calling (incoming/outgoing)
- Ensure that you have installed the App required for this to work on erpnext server:
bench get-app https://github.com/frappe/twilio-integration.gitbench --site site_name install-app twilio_integration
In Twilio
- You need to create a new project in Twilio account to use communication features like whatsapp, voice calls etc through ERPNext.
- From your Twilio console you can go to a programmable voice section and get a Twilio number to use for calls(make sure that the number is voice capable).
- Create a TwiML App by passing voice request url as <your_site>/api/method/twilio_integration.twilio_integration.api.voice . Use
ngrok
to get public domain for your project in case it is running locally. - For incoming calls to work, you will have to go to Active Number (https://console.twilio.com/us1/develop/phone-numbers/manage/incoming)
- Select the number you need to use for incoming
- Select Webhook, TwiML Bin, .... in "Configure with" field under the "Configure" tab
- Select "Webhook" in "A call comes in" field
- Set URL > <site_url>/api/method/twilio_integration.twilio_integration.api.twilio_incoming_call_handler
In ERPNext
- Go to Twilio Settings and put Account SID & Auth Token
- Go to role permission manager and give yourself access to level 1 (Read + Write) on Twilio settings doctype, because you will find some fields hidden on the doctype
- Put the TwiMLSID
- Enable the Settings and Save
- Setup Voice call settings for all the people you want to enable the call feature for.
- Setup Communication medium for allowed calling schedule
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