Go Integrator Cara - Installation and Setup

What is Go Integrator?

Go Integrator partners with Nextiva providing a tool to link the Nextiva phone service with third-party applications, most commonly customer record management apps and contact directories. NOTE: Please contact Nextiva support for initial set up assistance before continuing (Submit a Case).

Top Integrations:

• Salesforce
• NetSuite
• Zendesk
• Hubspot
• Outlook
• Zoho

NOTE: Go Integrator Cara doesn't support all applications and can't be used to link another provider's phone service with Nextiva. To check integration options and which license type to use, please click here.  

Go Integrator is also used for enhanced feature integration, such as automatic number presentation, click-to-dial, and to facilitate agent availability status management. Some features require licenses.

Download, Install, and Sign-In

 

Nextiva supports the following versions:

• Windows: 4.11.0.10905
• MacOS: 5.7.0.15124

1. Download the Go Integrator Cara application:
    
   • Windows Download
      
   • MacOS Download
      
2. If the installer did not automatically open, launch the application.
    
3. Follow the prompts to install the application.
    
   • You may need administrator access to the computer in order to install the application.
      
4. Once the install is finished, click Launch.
    
5. Select the appropriate Environment from the drop-down menu.  If you purchased a HIPAA-compliant account, choose HIPAA Production. If you do not have a HIPAA-compliant account, choose Non-HIPAA Production.
   
   
    
6. Enter your username with the domain @nextiva.com (example: zventure@nextiva.com) and password. 
   
   NOTE: If you use an email address to log into Nextiva, you need to obtain your UserID for Custom Integrations and use that instead of your email address.
   
   
   
    
   • To remember the credentials and automatically log in every time, check the Auto login option.
      
7. Click Log in.
    
   • If you have more than one device associated with your user, you will be prompted to select the device(s) to integrate with for making and receiving calls.
     
     
     
     NOTE: NextivaONE will appear on the list as Nextiva Connect Web or Nextiva Connect Desktop.
      

Configuration

Go Integrator is configured the same for both Windows and macOS.

   

1. On Windows, in the system tray, right-click the green circle.  For macOS, in the system notifications, left-click the green circle.
    

   Windows	MacOS

   
    
2. Select Configuration.
   
   
    
3. On the left-hand side, under Integrations click Add New.
    
4. Select the desired integration from the provided list.
   
   
    
5. Click Set.
    
6. Adjust settings as required.
   
   
   
   For specific instructions to link the selected CRM to Go Integrator Cara, click Help.
    
7. Click Save.
    

Recommended Settings

From the Configuration menu make the following changes:

• Interface
  • Enable Show preview for call notifications to ensure call pop appears.
  • Enable Always on top to ensure call pop appears over other apps.
  • Address book store contacts (none) to prevent duplicate contacts.
  • Enable Start Automatically to ensure Go Integrator Cara starts automatically when you boot up your computer.
• Dialing
  • Enable Clipboard Dialing to allow highlight to dial.
  • Browser Extension > Download > Chrome (click to dial numbers within Chrome).
• Integrations
  • Enable Cache to ensure integrations work correctly with call pop.
  • Pop automatically on inbound Connected to ensure existing contacts automatically populate in the CRM when the call is answered.
  • Enable Create activity on call end to log activity in the CRM under the caller's contact page.