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How to connect Ringover with Tracker RMS

  • Updated

The Tracker RMS integration with Ringover allows you to combine cloud-based telephony and messaging with your staffing and recruitment workflows. In this guide, you’ll learn how to connect your Ringover dashboard to Tracker RMS and begin syncing your user list to streamline candidate communications.

Prerequisites

Before starting the integration, make sure you meet the following requirements:

  • Ringover Account: You must have administrator access to your Ringover dashboard.
  • Tracker RMS Account: You must have administrator access to your Tracker RMS account.
  • API Access Token: You must contact Tracker directly (via live chat, support ticket, or email at clientsupport@tracker-rms.com) to request your API Access Token.

Setting up Tracker RMS with Ringover

⚠️ To ensure international phone numbers are correctly recognized, they must be formatted in E.164 format (e.g., +33123456789). This guarantees full compatibility across both systems.

1. Activate the integration in Ringover

Link your Tracker RMS account to your Ringover system to enable communication syncing.

  1. Log in to your Ringover Dashboard.
  2. Click on Store in the left menu, then select Integrations.
  3. Locate Tracker RMS from the list of available integrations and click on it.
  4. Enter your Tracker RMS Access Token in the API field.
  5. Click Activate.
  6. Click on the Tracker RMS integration again to open its configuration panel.

2. Create your user list in Tracker RMS

To ensure proper mapping, you must generate a user report in Tracker RMS and link it to Ringover.

  1. Go to Tracker RMS and open the left-hand side menu.
  2. Click on Reporting, then click on "Create New Report".
  3. In the right-hand column, click on "Users", and then click the green arrow next to "Users".
  4. Expand the "User" section and insert these fields into the report: Email, Full name, and Licensed.
  5. Scroll up, expand the "General" section, and insert the "User ID" field.
  1. Click the Preview button, and click "No".
  2. Click the Save button, name your report, and save it.
  3. From the Reports page, click the Export button, then select "Report2Excel Link".
  4. Click "Create link".
  5. Click "Copy link".

3. Map your Tracker RMS users with Ringover

Link your team members between both platforms so calls are logged to the correct recruiters.

  1. Go back to your Ringover Dashboard > Store > Integrations > Tracker RMS.
  2. Paste your copied Tracker RMS report link into the "Link to user list" field.
  3. Click on the "+ Manage users" link.
  4. Review the "Automatic" tab to see users with matching email addresses linked automatically.
  5. Go to the "Manual" tab to manually map users with different email addresses between systems.
  6. Click "Save" to finalize the user mapping.

4. Sync contacts and set up click-to-call

Configure contact directories and browser tools for instant outbound calling.

  1. Turn on contact and candidate synchronization (Sync V4 + Call by call) in your integration panel.
  2. Verify that call recording is enabled in your Ringover Dashboard user settings.
  3. Install the Ringover click-to-call extension in your browser.
  4. Open Tracker RMS to verify that all candidate and contact phone numbers are highlighted.
  5. Click on a candidate’s phone number to make a test call and verify that it logs automatically as an activity.

💡 Tip: Enabling call recording allows you to automatically log call recordings, transcription links, and Empower AI-driven summaries directly inside your Tracker RMS activities.

Why this integration matters:
  • Boost recruiter efficiency: Place calls in one click from candidate profiles and send SMS or WhatsApp messages directly.
  • Centralize communication: All Ringover interactions (calls, voicemails, SMS, WhatsApp) log automatically to the appropriate record within Tracker RMS.
  • AI-driven insights: Benefit from automatic summaries, call transcriptions, and rich conversational insights when using Ringover or Empower AI.

5. Configure your Track RMS integration

  1. Call types: Click on "Manage call types" to choose which calls to include in your integration (incoming, outgoing, or invalid calls).

  2. Include recordings in call logs : Choose which audio files to sync (all files, recordings only, voicemails only, or none).

  3. Restrict access to recordings: If activated, only users with a Ringover account can access the call recording.

  4. Phone numbers: Select the phone numbers.

  5. SMS messaging numbers: Select the SMS numbers you wish to add.

  6. Group SMS conversations by : Select the way to group SMS conversations by the day, the full conversation or do not group option.

  7. Link users with an account: Manually or automatically link your Ringover agents to their respective Track RMS user account.

  8. Link to user list : Paste the users report link here.

  9. Assign missed IVR calls to: Select the default user to assign calls received on your IVR that go unanswered.

  1. Log internal calls: Activate this option if you want to log calls between Ringover agents.

  2. Include Ringover summaries and transcripts in call logs: A summary is added to the comments section of the activity log, once generated from Ringover

  3. Include scenario name in call logs (for incoming IVR calls): Automatically log the name of your IVR for incoming calls to track the customer journey.

  4. Logs display language: Select the language in which your call logs should appear in Track RMS.

  5. Link tags to call type: Add a specific tag to easily identify the call types.

  6. Type of object created: It can be a contact and candidate.

  7. Log WhatsApp messages: Allow to log Whatsapp messages.

  8. Group Whatsapp conversations by : Select the way to group Whatsapp conversations by the day, the full conversation or do not group option.

  9. Create contact for calls: Automatically create a contact card for incoming, outgoing, missed, completed, or all calls.

  10. Create contact for SMS messages: Choose to automatically generate a Track RMS contact for your SMS (incoming, outgoing, all, or none).

  11. Create contact for WhatsApp messages: Automatically create a contact card in Track RMS when a new WhatsApp conversation is initiated from an unknown number.

  1. Sync contacts (v4): Enable advanced two-way synchronization to harmonize your contacts in real time between Ringover and Track RMS.

  2. Sync contacts on a call-by-call basis: If activated, your contact's details will be synced from your CRM and stored in your Ringover account only when you call them or they call you.

  3. Display contact's info during call and only store their info if call-by-call basis is activated: Displays contact details on your screen during the call (data will only be saved in Ringover if call-by-call sync is enabled).

  4. Mapped fields: Select the Track RMS fields you want to add to the Info section of your dialer.

🎉 You now know how to fully integrate Tracker RMS with Ringover and can start managing your candidate communications and recruitment workflows more efficiently!