Communication

Dialpad

Connect Dialpad to Ploy to automatically discover your Dialpad users, see who holds admin permissions, and track the calling licenses you're paying for in every office.

What you'll need

  • A Dialpad Company Admin account — only Company Admins can create API keys in Dialpad.

  • About 5 minutes.

Set up the Dialpad integration

Create a company API key in Dialpad

  1. Log in to Dialpad as a Company Admin.

  2. Go to Admin Settings > My Company > Authentication > API Keys.

  3. Click Add Key.

  4. Give the key a name (for example, "Ploy") and set its expiration. If you set an expiry date, remember to create a new key and update it in Ploy before it expires.

  5. When choosing scopes, make sure the key can read users and offices (including office plan and license information).

  6. Save the key and copy it — you'll paste it into Ploy in the next step.

Dialpad's own guide to creating API keys is here: https://developers.dialpad.com/docs/api-key-generation

Connect in Ploy

  1. In Ploy, go to Integrations, find Dialpad, and click Connect.

  2. API Key — paste the company API key you created in step 1.

  3. Use sandbox environment? — leave this off unless your API key was created in a Dialpad sandbox account (sandbox.dialpad.com) rather than your live Dialpad account (dialpad.com). Most customers should leave it off.

  4. Click Connect. Ploy tests the key immediately and tells you if anything needs fixing.

Once connected, Ploy starts a scan straight away. Larger Dialpad accounts can take a little while to fully import.

What gets imported

  • Users — every Dialpad user, with their email, name, status, license type, job title, country and language.

  • Admin roles — whether each user is a Super Admin, an Admin, or a regular member of your Dialpad account.

  • Offices — each Dialpad office, and which office every user belongs to.

  • Licenses — the licenses purchased and available in each office, with seat counts and estimated costs, so you can spot unused seats.

Two things Dialpad's API doesn't provide, so Ploy can't show them for Dialpad: users' MFA status, and an ongoing "last signed in" time.

Troubleshooting

Invalid API key

Dialpad rejected the key. Check it was pasted completely, hasn't expired, and hasn't been deleted in Dialpad.

The API key does not have company administrator permissions

The key works but can't read company data. Make sure it was created by a Company Admin under Admin Settings > My Company > Authentication > API Keys, with scopes that allow reading users.

Connection test fails and you use a sandbox

Check the Use sandbox environment? toggle matches where the key was created: on for sandbox.dialpad.com, off for dialpad.com. A production key won't work against the sandbox, and vice versa.

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