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You connect 8x8 once for each client that uses it, with an 8x8 API key, the SCIM URL and token, or both, from the client’s 8x8 account and 8x8 Admin Console.

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1. Get the values from 8x8

1

Ask 8x8 for Administration API access

8x8 runs its Administration API (users, ring groups, sites, addresses, numbers) as a beta, and gives its keys to the accounts in that beta. Ask your 8x8 account manager to add the client’s account, with these API products on its key:Until the account has that access, connect with SCIM to create and deactivate users.
2

Or make a key in Admin Console

The contact and audit products need no beta. An administrator whose role has the Application Credentials permission (the Company Admin role has it) opens API Keys in 8x8 Admin Console, clicks Create App, names it Neo, adds Contact Management, Contact Search and Audit Records, and copies the app’s Key. Neo saves one key per client, so use the key that holds every product you want Neo to use.

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2. Add the values in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations → 8x8, under Phone & VoIP.
2

Pick the client

In Customer, choose the client this 8x8 account belongs to. The client must be on your Companies tab. For a second client, click Add customer.
3

Save

Paste the API key, the SCIM URL and token, or all three, and click Save settings. Neo checks each with 8x8 before saving: a key or token 8x8 refuses is rejected straight away, and so is a key that can read neither users nor contacts.
If someone deletes the app or regenerates the SCIM token in 8x8 Admin Console, save the new values here. Neo loses access to that client’s 8x8 account until you do.

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3. Turn 8x8 on per agent

1

Open the agent's tools

Open the agent in the Neo Dashboard, go to its Tools & Settings tab and click Phone & VoIP, or ask your Neo Support Agent to add 8x8 to it.
2

Pick a preset

Expand the 8x8 block and pick one of its Presets, or set each permission group by hand.Deleting a site always asks a technician, whatever the preset.An onboarding or offboarding agent needs Users and Ring Groups, and Sites, Addresses & Numbers as Read Only to pick the new starter’s site and a free number.

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How updates work

8x8 replaces a whole record on every update. Neo reads the record first and keeps every field the agent does not change, so an update to a user’s department leaves their licence, extension and devices as they were. 8x8 never returns a ring group’s voicemail PIN, so the agent changes ring group members on their own and leaves other ring group settings, and every PIN, to a technician in 8x8 Admin Console.