3CX is an IP PBX system for Windows that offers a very robust set of features. When the hosted PBX features are not enough for your business needs, 3CX is a great alternative that can be used by small to large companies.

Your first step will be creating a SIP Trunk in Ivy, afterwards you can configure your 3CX.

Create a SIP Trunk in Ivy

1. Log in to your Ivy account. From your Sites menu, select the site you want to connect the 3CX PBX to.

2. Click Add, then select SIP Trunk.


3. Set the name, channel limit, login, and password.
The caller ID name and number can be set here, or on your 3CX.
If your 3CX needs a different ACL than the rest of your site, set that here as well.


That takes care of Ivy. Connect to your 3CX to complete the setup.

Setting up 3CX

1. Log in to your 3CX Administrative panel.

2. Select "VOIP Providers" from the menu, then click Add Provider.


3CX may ask you to complete a firewall checker test. This is up to you, it may help diagnose potential network issues down the road.


3. After the firewall check is complete, or if you skipped it, you can continue to add your new VoIP Provider. Name the provider as you like. Select "Generic" as the Country and "Generic VoIP Provider" as the provider. Click Next to continue.



4. Enter your Site DNS name, leave everything else as default, and click Next to continue.


The Site DNS name is shown here as an example:



5. Enter your account details. 3CX requires an "External Number," this can be any phone number on your account and will act as your primary Caller ID number.
The Authentication ID (SIP User ID) and Authentication Password are the same as your Login and Password from Step 1. Click Next to continue.



6. Configure inbound call routing. You can set any existing destination, like an extension, ring group, or digital receptionist. Set the destination and click Next to continue.

7. Configure outbound routing. Unless you require special settings (7-digit local dialing, prefix for provider, etc.) you can click Finish.



8. Configure Source Identification to allow inbound call routing. Select your newly created provider, and click "Edit Provider."


9. Select the Source ID tab, and check the "Source identification by DID" checkbox.



10. Click "Add Mask" and enter a phone number from your account. You can use * as a wildcard, so if you have several phone numbers in the same area code, you can enter the area code followed by * to configure all phone numbers at once. For example: 1720* for all Denver/720 numbers. Once you've entered the Source ID, click "OK" to complete setup.

If you have multiple phone numbers in different area codes, you could use other source identification settings. 3CX has detailed documentation on source identification issues here.


That's it! Your 3CX will register to Ivy. You can now use this VoIP Provider for inbound and outbound calls.

YouTube: Configuring 3CX with IVY