# Third-Party Softphone Configuration This guide explains how to configure phone.systems(TM) to work with a third-party softphone or SIP device. It covers creating the necessary user and SIP account within phone.systems(TM), retrieving the credentials, and provides an example of setting up the popular Zoiper5 softphone. --- ## Configure User and SIP Account in phone.systems(TM) First, you need to set up a user and a dedicated SIP account within the phone.systems(TM) management interface. This process generates the credentials required by your third-party softphone. ### Step 1: Create a New User Follow these steps to add a new user profile: > 1. Navigate to the **Users** menu in the phone.systems(TM) interface. > 2. Click the ![+-symbol](../../_images/%2B-symbol.png) symbol and select **Create new**. [![Create A New User button location.](../../_images/fig427.png)](../../_images/fig427.png) **Fig. 1.** Create a New User. > 3. Fill in the user details (**First Name**, **Last Name**, **Email**, etc.). > 4. Click **Save** to create the new user. Tip When configuring a user solely for a third-party softphone, you can skip the application line configuration step that might appear (the toggle shown in the application setup guide is not needed here). [![Create User Form fields.](../../_images/fig524.png)](../../_images/fig524.png) **Fig. 2.** Create User Form. ### Step 2: Create and Configure a SIP Account Next, create the SIP account that will be linked to this user: > 1. Navigate to the **Contact Methods** menu. > 2. Select the **SIP Accounts** tab. > 3. Click the ![+-symbol](../../_images/%2B-symbol.png) symbol to create a new SIP account. [![Create SIP Account button location.](../../_images/fig713.png)](../../_images/fig713.png) **Fig. 3.** Create SIP Account Button. > 4. In the **General** section of the new SIP account form, select the **User** you just created from the dropdown menu. > 5. In the **Inbound calls** section, select the **DID Number** that should route calls to this SIP account. > 6. In the **Outbound calls** section: > : - Check the **Enable external outbound calls** box. > - Choose the desired **Caller ID(s)** from the dropdown. > 7. Click **Save** to create the SIP account. ![Create SIP Account.](../../_images/fig525.png) **Fig. 4.** SIP Account Configuration. ### Step 3: Retrieve SIP Credentials Now, retrieve the credentials needed for your softphone: > 1. In the **SIP Accounts** list (**Contact Methods > SIP Accounts**), locate the SIP account you just created. > 2. Click the ![...action_button](../../_images/three_dots_action_button2.png) actions button next to it and select **Edit**. > 3. In the **General** section of the configuration window, find the SIP credentials: **Username**, **Password**, and **Domain**. > 4. Copy these details securely. You will need them to configure your third-party softphone. ![Location of SIP Account Credentials (Username, Password, Domain).](../../_images/fig239.png) **Fig. 5.** SIP Account Credentials. --- ## Configure Your Third-Party Softphone With the SIP credentials obtained, you can now configure your chosen third-party softphone, VoIP device, or system. These applications use the SIP protocol to register with phone.systems(TM) and handle calls. Note - **Incoming Calls**: Your softphone *must* successfully register using the provided SIP credentials to receive incoming calls. - **Outbound Calls**: SIP registration is recommended for outbound calls but not strictly mandatory. Outbound calls can sometimes be made via a direct SIP INVITE if authentication is handled correctly within the request, but registration is the standard method. ## Zoiper5 The following steps illustrate how to configure the Zoiper5 softphone using the credentials retrieved earlier. Steps for other softphones will be similar. > 1. Download Zoiper5 from the [Zoiper website](https://www.zoiper.com/en/voip-softphone/download/current) and install it on your device. > 2. Launch Zoiper5. You will likely be prompted to log in or create an account. Enter the **Username** and **Password** you copied from phone.systems(TM). Click **Login** to proceed. > > [![Zoiper5 login screen with Username and Password fields.](../../_images/fig145.png)](../../_images/fig145.png) > > > **Fig. 6.** Zoiper5 Login - entering SIP credentials. > > 3. Enter the **Domain** `sip.phone.systems` and click **Next** to proceed. > > [![Zoiper5 domain entry screen.](../../_images/fig240.png)](../../_images/fig240.png) > > > **Fig. 7.** Zoiper5 - Enter Domain. > > 4. Zoiper might present optional settings like Authentication Username or Outbound Proxy. These are typically not required for phone.systems(TM). Click **Skip** to proceed without entering them. > > [![Zoiper5 optional Authentication and Outbound Proxy screen.](../../_images/fig325.png)](../../_images/fig325.png) > > > **Fig. 8.** Zoiper5 - Skip Optional Settings. > > 5. Zoiper will test connection methods (e.g., SIP UDP, SIP TCP). Ensure at least one compatible method is found (phone.systems(TM) supports both SIP UDP and SIP TCP). Click **Next**. > > Note > > While phone.systems(TM) also supports secure TLS transport protocol, it is not enabled by default and is only available in the paid Zoiper5 PRO version. > > [![Zoiper5 transport protocol verification screen.](../../_images/fig428.png)](../../_images/fig428.png) > > > **Fig. 9.** Zoiper5 - Verify Transport Protocol. > > 6. Verify the SIP account connection. Press **X** to close the window, complete the setup, and return to the main screen. > > Note > > A successful connection is typically indicated by a green status icon next to the account name or URI (e.g., `username@sip.phone.systems`). > > [![Zoiper5 accounts list showing a successfully configured account.](../../_images/fig526.png)](../../_images/fig526.png) > > > **Fig. 10.** Zoiper5 - Account successfully configured. > > 7. From the main Zoiper5 screen, locate and tap the **dialer icon** or equivalent to open the dial pad. Your SIP account is now registered, and you should be able to make and receive calls. > > [![Zoiper5 main screen with dialer icon highlighted.](../../_images/fig618.png)](../../_images/fig618.png) > > > **Fig. 12.** Zoiper5 - Open Dial Pad. On this page