Setting up a RingCentral integration with MSPbots is done by authorizing RingCentral in MSPbots and configuring the data source.

To set up and connect RingCentral:

  1. Log in to the MSPbots dashboard as an administrator.
  2. Go to Integrations and search for RingCentral.
  3. Open RingCentral and click the Sync button.
     RingCentral Integration
    Important: This and the next steps require RingCentral login. Log in to RingCentral before you proceed. RingCentral will prompt to authorize MSPbots to pull data. Click Yes, authorize MSPbots. 

  4. You will see a message saying that you have successfully linked RingCentral. Click the Save button.
  5. Test the connection.