Who uses this: Admins and Team Managers who manage Engage phone lines. Availability: United States and Canada · requires the Engage add-on and a Yealink VoIP desk phone you have administrative access to.To connect a Yealink VoIP desk phone to Engage, you find the phone’s IP address, log into the Yealink web interface, enter your Engage SIP server details, and export the configuration file. The screenshots on this page show the Yealink T-54W model.
Overview
A Yealink desk phone only rings through Engage once it points at your Engage SIP servers — until then, the office phone and your customer records sit on two separate systems. The steps below get the phone talking to Engage. You enter the SIP Server #1 and SIP Server #2 details from your Engage Settings into the Yealink web interface, then export the phone’s configuration file and import it back onto the phone. Following these steps also gives the FieldPulse team the information it needs to assist with your VoIP phone setup.Before you begin
- Confirm administrative access to the Yealink phone. If you purchased the phone through another provider, you may not have administrative access — contact that provider, or purchase a new VoIP phone if they cannot grant it.
- Set up SIP in Engage first. You need your SIP Server #1 and SIP Server #2 details, shown in Engage under Settings > SIP Settings. See Setting Up Engage via SIP (DID).
- Use a recommended browser. Apple Safari and Mozilla Firefox are recommended for the Yealink web interface.
Step-by-step setup
- Back up the phone and its records so you don’t lose any important information.
- Make sure the Yealink phone is powered on and plugged in.
-
On the phone, select Menu by pressing the button at the bottom-right corner of the phone screen.
-
Select the Status icon by pressing the button at the bottom-right corner of the phone screen.
-
Read the IPv4 address shown on the Status screen.
-
Enter the IPv4 address in a web browser on your computer.
A security warning might appear after you enter the IPv4 address. Select Advanced, then Continue to proceed to the login page.
-
Log in on the Yealink login page. You are in the right place when your screen displays the login form.
-
Select the Account tab from the menu on the left side of your screen, then select the Register subtab.
-
Under SIP Server 1, enter your SIP Server #1 details in the Server Host field. The SIP Server #1 details are listed in Engage under Settings > SIP Settings.
-
Enter the same SIP Server #1 details in the Outbound Proxy Server 1 field.
- Under SIP Server 2, enter your SIP Server #2 details from your Engage Settings in both the Server Host field and the Outbound Proxy Server 2 field.
-
Toggle on Enable Outbound Proxy Server, and in the NAT field, select STUN from the drop-down.
- Select the Settings tab from the menu on the left side of your screen, then select the Configuration subtab.
-
Under CFG Configuration, make sure All Settings is selected next to Export CFG Configuration File, then select Export.
FieldPulse Pro Tip: Name each configuration file you export according to the model of the VoIP phone you are using — this helps both you and the FieldPulse team identify and manage the files. (Example:
Yealink_T-54W_YOUR COMPANY NAME_DATE) -
Under BIN Configuration on the same Configuration subtab, attach the file you exported in the Import Configuration field, then select Import.
