3CX Setup Guide

3CX setup guide

Import the Paytia SIP Trunk Profile for 3CX v20+. Step-by-step instructions with screenshots for every step.

Before you begin

Admin Access

3CX console account with administration permissions.

Paytia XML File

SIP trunk XML profile provided by Paytia. Contact us if you do not have this.

Phone Numbers

E.164 formatted numbers (+44, +1, etc.) for your account.

Secure payment processing with 3CX integration

Paytia adds a dedicated SIP trunk route on 3CX phone systems, allowing all calls to be secured by Paytia card capture services.

PCI Compliance

Remove your 3CX system from PCI scope by routing sensitive payment data through Paytia secure infrastructure.

Secure Capture

DTMF masking and agent-assisted payment capture ensure card details never reach your 3CX system.

Seamless Integration

Maintain your existing call flow while adding enterprise-grade payment processing capabilities.

How It Works

When a customer needs to make a payment during a call, your agent dials 729 on their 3CX handset or softphone keypad to start Paytia secure payment capture. The customer completes their payment safely, and control returns to your agent -- all without interrupting the conversation.

Setup instructions

Follow these 17 steps to import and configure the Paytia SIP trunk profile in your 3CX system.

1

Access 3CX Administration

Log into your 3CX console using an account with administration permissions. You will see the Admin Console interface with the navigation menu on the left side.

Step 1: Access 3CX Administration
2

Open Admin Panel

On the bottom left corner of your 3CX console you will now see an Admin button with a cog icon. Click the Admin icon.

Step 2: Open Admin Panel
3

Navigate to Advanced Menu

Now click on the Advanced menu option.

Step 3: Navigate to Advanced Menu
4

Access Templates

Now click on the Templates menu item.

Step 4: Access Templates
5

Provider Templates Tab

Now click on the Provider Templates tab.

Step 5: Provider Templates Tab
6

Import Provider

Click the import Provider button.

Step 6: Import Provider
7

Select Paytia XML File

Use Select file to browse to the Paytia 3CX xml file.

Step 7: Select Paytia XML File
8

Import the Profile

Click the Import button.

Step 8: Import the Profile
9

Configure Trunk Profile

Add the name of the trunk profile, e.g. Paytia Live and the phone number (this must be in e.164 +44, +1 etc format) you want to use with your Paytia account.

Step 9: Configure Trunk Profile
10

Add DDI Numbers

Add any additional DDI telephone number you will use with your Paytia account.

Step 10: Add DDI Numbers
11

Save Phone Numbers

Type in your numbers one by one and click the Save icon next to the number.

Step 11: Save Phone Numbers
12

Example Configuration

Example of properly configured phone numbers.

Step 12: Example Configuration
13

Save Configuration

Click the Save button to save your trunk configuration.

Step 13: Save Configuration
14

Setup Outbound Rules

Now you will be asked to setup an outbound rule to allow calls to be routed to this SIP trunk profile.

For complete outbound rules configuration, see: 3CX Outbound Rules Complete Example

Step 14: Setup Outbound Rules
15

Configure Dial Rules

Paytia suggest by default you add these rules: +44, 0 -- strip 1 digit and append +44.

Recommended rules:

  • +44 -- For UK numbers
  • 0 -- Strip 1 digit and append +44
Step 15: Configure Dial Rules
16

Save Rules

When you have finished adding a rule Save.

Step 16: Save Rules
17

Complete Setup

You will be taken to the Outbound Rules list where you can add as many dial rules as you like.

Step 17: Complete Setup

Technical architecture

Secure SIP Trunk Architecture

Paytia creates two SIP trunk profiles allowing calls from external carriers to pass through Paytia to the 3CX system inbound and outbound. This design allows you to remove 3CX from PCI-DSS scope and allows call recording to remain active at all times.

PCI-DSS Compliance

Removes 3CX from PCI-DSS scope entirely

Call Recording

Maintains active call recording at all times

User Access

Any 3CX user can process payments securely

Disaster Recovery and Business Continuity

Paytia is able to host multiple SIP trunk endpoints per number allowing granular delivery of disaster recovery and business continuity routing. Intelligent failover routing ensures your business remains operational.

Need help with setup?

Our technical team can walk you through the 3CX configuration process or handle it for you.

Documentation

Full written guide with screenshots for every step.

Video Walkthrough

Watch our setup video showing the complete process.

Technical Support

Our team can configure it for you remotely.

Need setup assistance?

Our technical team is here to help you complete your 3CX integration successfully.