Overview
This connector allows you to access operational phone system data in order to analyse and manage inbound and outbound calls, and team performance.
Install
All third-party connectors are loaded into the system in the same way. See Loading Connectors for instructions.1. Create a new Data Source by using one of these methods:
- Left Side Nav - open the left side navigation panel, click on Create, select the Data Source option
- Top Right Button - click on the create button, select the Data Source option.
- Toolbar - click on the Create link in the toolbar, select the Data Source option.
- Toolbar - click on the Create link in the toolbar, select the Data Source option.
- Admin Console - navigate to the Admin Console, open the Data Sources section, click on the Add button.
You will now see the New Connection lightbox.
| Left Side Navigation | Top Right (with Left Side Nav enabled) |
|---|---|
 |  |
| Toolbar | Admin Console |
 |  |
2. Select the Ring Central connector to set up your data source.
3. Fill in the details required by the connector. In this example, you will need to complete the Name and Description.
This should describe the specific connection, rather than the connector.
4. Complete the Connection Instructions. Each connector will have different requirements that will need to be completed in order to successfully access your data.
You will need to provide your Phone Number, Password, and Administrator Extension (optional).
5. From here you will need to validate your details by clicking on the Validate Credentials button.
6. Once validated, the tokens will be populated. Select a User Timezone.
9. From here you have a range of options available to you:
- Advanced Connection Editor - this will take you to the Data Source page in the Admin Console and allow you to edit all the advanced options available for your data source.
- Test Connection - this will allow Yellowfin to test the connection parameters you provided to ensure it can connect to your data source.
- Launch Pre-Built Content - this will allow you to install any pre-built content that may come with the connector.
- Save & Close - this will allow you to save your connection and close the New Connection lightbox, returning you to the page you were on previously.
- Cancel - this closes the New Connection lightbox without saving your connection, returning you to the page you were on previously.
- Advanced Connection Editor - this will take you to the Data Source page in the Admin Console and allow you to edit all the advanced options available for your data source.
Your connection is now complete.
