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	Required before sending

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. Choose the RingCentral phone number customers should see on outbound texts. The form can be saved without it, but TracsConnect cannot send through RingCentral until it is present.

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. It must belong to the authenticated RingCentral extension and be allowed to send texts.

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

Test connection checks that TracsConnect can use the credentials to sign in and call the RingCentral API. It does not send a message or verify the sender number. You can save without running the test, but testing first is strongly recommended. A wrong Client Secret, invalid JWT Token, or mismatched Sandbox/Production choice will usually fail the sign-in test.