RingCentral settings

This step happens in RingCentral before you open TracsConnect. You are pulling together the sign-in details that let TracsConnect send texts through your RingCentral account.

The details you need

| Detail | Where it comes from | Required? | |---|---|---| | Client ID | RingCentral Developer Console app settings | Yes | | Client Secret | RingCentral Developer Console app settings | Yes | | JWT Token | RingCentral Developer Console credentials area | Yes | | Server URL | Production or Sandbox — chosen in TracsConnect | Yes | | Sender Phone Number | Your RingCentral text-capable number | Optional |

Caution

Use a RingCentral app that belongs to your shop, not a personal test app. The app controls which account TracsConnect can sign in to.

Step by step: prepare RingCentral

In RingCentral

1. Open the RingCentral Developer Console and sign in.

2. Create a new app, or open the app your shop already uses for TracsConnect.

3. Confirm the app uses the JWT auth flow. That is the sign-in method TracsConnect uses.

4. Copy the Client ID and Client Secret from the app settings.

5. Create or copy the JWT Token from the credentials area of that app.

6. Decide which RingCentral phone number customers should see on outbound texts. (You can leave this blank and add it later.)

7. Decide whether you are testing in Sandbox or connecting the live account in Production.

Configuration options

| Option in TracsConnect | What to choose | |---|---| | Client ID | Paste the Client ID from your RingCentral app. | | Client Secret | Paste the Client Secret from your RingCentral app. | | JWT Token | Paste the JWT Token from your RingCentral app. | | Server URL | Sandbox while testing. Production when your live app is ready. | | Sender Phone Number | The number customers should see. Include the country code, like +15551234567. Leave blank to add later. |

Verify the RingCentral app is ready

Before moving to TracsConnect, confirm:

1. The RingCentral app is active.
2. The app belongs to the same RingCentral account that owns the sender number.
3. The sender number can send text messages in RingCentral.
4. Your Sandbox or Production choice matches the app you copied credentials from.
5. The app has RingCentral permissions for outbound SMS on your account type.

If your shop already has a RingCentral app

Only use the existing app if your team knows it is intended for TracsConnect. If another tool already uses it, create a separate app so changes for TracsConnect do not affect anything else.

What happens if one detail is wrong

TracsConnect runs a sign-in test before saving. A wrong Client Secret, expired JWT Token, or mismatched Sandbox/Production choice will usually fail at that step — TracsConnect will tell you which test failed so you know what to fix.