Call sync and history
Live calls
«Call synchronization» writes a finished call into Bitrix24 telephony history and into the CRM. A missed call is written only when «Log missed calls in the CRM» is on. «Missed-call safety net» asks Telfa for missed calls in case a message from Telfa got lost on the way. Before writing, the app checks whether that call is already in Bitrix24 and skips it if it is.
With «Save call recordings to the CRM», a recording Telfa still has is attached to the call after hang-up. Telfa keeps recordings for 90–365 days depending on the plan. Older calls are written without a recording. If the recording is already gone, the call stays in Bitrix24 without it and the app does not ask again.
The audio is handed to Bitrix24 for that attachment. It is not kept as a file library in the app.
The first backfill
On «Choose numbers», «Add past calls» offers «Don't add» or the last 7, 30, 90, 180 or 365 days. You choose once in the wizard. Later additions are done from «Call synchronization», not by repeating that first choice.
Older history
«Import older history» is for calls and SMS older than what «Add calls from a date» covers. The import walks Telfa history from the oldest records to the newest. It is slow. You can pause it and continue. A second run does not create a second copy of a record that was already written: the same record is skipped.
«What to import» is «Calls and SMS», «Calls only» or «SMS only». SMS are imported only when «Log SMS in the CRM» is on. A missed call is included only when «Log missed calls in the CRM» is on. Calls and sent SMS already in Bitrix24 are skipped. Received SMS from the time the app started recording them are not imported again. Only a message the app’s records show was never written is filled in.
Recordings on that import follow the same 90–365 day window. Calls older than that are stored without a recording.
If calls are missing
Check that the number is connected, that the key still passes «Check connection», and that the call is not sitting in Calls and SMS that could not be written. A call is not duplicated by starting the import again.