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myCRMSIM SMS Installation & Setup

Last Update 3 ngày trước

Recommended Number Warm-Up Strategy Understanding iMessage Limits: Apple ID vs SIM “Send From” Device Selection in HighLevel

“Send From” Device Selection in HighLevel

Overview
The Send From feature allows you to choose which connected device or SIM should be used to send messages to a specific contact in HighLevel.
When Send From is enabled for a sub-account, a Send From [mySMSGateway] dropdown is added to the contact record. This dropdown displays the devices and SIMs currently connected and assigned to that sub-account.
You can either:
  • Select Automatic to follow the existing Message Routing configuration.
  • Select a specific device or SIM to send messages through that device, overriding the normal routing configuration for supported HighLevel sending methods.
Note: In HighLevel, the Client A integration appears as mySMSGateway.
How Send From Routing Works

Contact Selection

Send From

Result

Automatic

ON

Uses the existing Message Routing and assigned-user configuration.

Any selection

OFF

The contact selection is ignored and messages follow Message Routing.

Any selection

OFF

The contact selection is ignored and messages follow Message Routing.

The Send From switch does not manually create or remove the dropdown. Client A automatically creates the required custom field and keeps its available device/SIM options synchronized.
Which Sending Method Should You Use?
myCRMSIM provides two ways to control which SIM or device sends an SMS:
Use Send From Device Selection when you want to manually choose a specific device or SIM for an individual contact. This is the recommended option when you need contact-level control.
Use Multi SIM: Override Text Message when you want a workflow to automatically send a message from the SIM assigned to the lead’s assigned user, even if another user is currently logged in.
These options can overlap, but they are designed for different use cases. If a specific device or SIM is selected in the Send From field, that contact-level selection takes priority for supported SMS sending methods.
Prerequisites
Before enabling Send From, make sure:
  1. The HighLevel location is connected to the mySMSGateway integration.
  2. The required devices and SIMs are connected.
  3. The devices/SIMs are assigned to the correct sub-account.
  4. You have access to the Subaccounts management page.
  5. You have access to HighLevel contact settings.
  6. The HighLevel connection has permission to create and update contact custom fields.
Part 1: Enable Send From for a Sub-account
Step 1: Open Subaccounts
  1. Sign in to the Client A/myCRMSIM management portal.
  2. Open the Subaccounts management page.
  3. Find the sub-account where you want to enable Send From.
  4. Locate the SEND FROM column.
Step 2: Enable the Feature
  1. Click the toggle in the SEND FROM column.
  2. Review the confirmation window titled:
    Enable 'Send From' override for [Subaccount Name]?
  3. Review the information shown in the confirmation window.
  4. Click Enable.
After the feature is successfully enabled, you should see:
Send From override enabled - contacts with a device selected now send from it.
The Send From override is now active for the selected sub-account.
What Happens When Send From Is Enabled?
After enabling the feature:
  • Contacts in the sub-account receive the Send From [mySMSGateway] custom field.
  • The field displays the devices and SIMs assigned to the sub-account.
  • You can select a specific device or SIM for an individual contact.
  • A specific selection overrides the normal Message Routing configuration.
  • A specific selection also overrides the assigned user's device.
  • Selecting Automatic keeps the contact on the normal Message Routing configuration.
  • Previously sent messages are not affected.
Part 2: Find the Send From Field in HighLevel
The following example uses a HighLevel contact named Qureshi Ji.
  1. Open the relevant HighLevel location.
  2. Go to Contacts.
  3. Open the required contact.
  4. In the Contact Details panel, locate the mySMSGateway section.
  5. Expand the mySMSGateway section.
  6. Locate Send From [mySMSGateway].
If the field does not appear immediately after enabling the feature, refresh the HighLevel contact page.
Tip: If the field is still missing after refreshing, follow the troubleshooting steps at the end of this guide.


Part 3: Select a Device or SIM
Open the Send From [mySMSGateway] dropdown on the contact record.
Depending on the devices connected to the sub-account, you may see options such as:
  • Automatic (assigned user / Message Routing)
  • Message: [Device Name]
  • SMS - [Carrier] - SIM [Number] - [User Name] - [Phone Number]
  • WhatsApp: WhatsApp [Number]
Automatic
Select Automatic when the contact should use the existing Message Routing configuration.
Specific Device or SIM
Select a specific device or SIM when you want messages for this contact to be sent through that particular device.
After selecting the desired option, save the contact if HighLevel displays a save option.
Part 4: Send a Test Message
After selecting a device or SIM:
  1. Keep the contact record open in HighLevel.
  2. Confirm that the correct option is selected in Send From [mySMSGateway].
  3. Open the contact's conversation.
  4. Locate the Type a message box.
  5. Enter a test message.
  6. Send the message.
  7. Verify that the message was sent through the selected device and channel.
If a specific device is selected and Send From is enabled, that device takes priority over the normal Message Routing configuration.
Automation Behavior
The Send From setting also affects certain built-in HighLevel sending methods.
HighLevel Built-in Actions
HighLevel's built-in Send SMS workflow step and bulk SMS actions use the same SMS channel as the conversation box.
Therefore, when Send From is enabled, these actions also respect the contact's selected Send From device/SIM.
When Send From is enabled, the contact's selected device or SIM from mySMSGateway takes priority over when using HighLevel's built-in Send SMS workflow action.
mySMSGateway Actions

If an automation must always follow the configured Message Routing, use the mySMSGateway workflow actions instead:
  • Send iMessage
  • Send WhatsApp
  • Send RCS
These actions do not read the Send From contact field. They use their configured routing instead.
Sending Method Behavior

HighLevel Sending Method

Reads Send From Field?

Behavior

Conversation box

Yes, when Send From is ON

Specific selection overrides Message Routing; Automatic follows Message Routing.

HighLevel Send SMS workflow step

Yes, when Send From is ON

Uses the contact's selected device/SIM.

HighLevel bulk SMS action

Yes, when Send From is ON

Uses the contact's selected device/SIM.

mySMSGateway Send SMS action

Yes

Uses the contact's selected device/SIM.

mySMSGateway Send iMessage action

No

Does not follow Message Routing and sends the iMessage directly through the selected action.

mySMSGateway Send WhatsApp action

No

Does not follow Message Routing and sends the WhatsApp directly through the selected action.

mySMSGateway Send RCS action

No

Does not follow Message Routing and sends the RCS directly through the selected action.

Device Availability and Fallback
Selected Device Is Offline
If the selected device is offline, the message waits for that device according to the existing sending behavior.
Check the device connection before changing the contact's Send From selection.
Selected Device Is Removed
If the selected device is removed from the sub-account, messages fall back to the normal Message Routing configuration.
If the device list does not update, run Resync devices from Message Routing.
Custom Field Is Renamed or Moved
The Send From switch remains enabled even if the custom field is renamed or moved within HighLevel.
The feature continues using the configured contact field.
Optional: Remove the Send From Custom Field
Normally, you do not need to manually delete the Send From custom field.
If you need to remove it for administrative or maintenance purposes:
  1. Open the HighLevel contact area.
  2. Go to Custom Fields.
  3. Find Send From [mySMSGateway].
  4. Confirm that the Folder is mySMSGateway.
  5. In the Actions column, click the delete/trash icon.
  6. Review the confirmation message:
    Delete 'Send From [mySMSGateway]' field?
  7. Click Delete.
  8. Confirm that the success notification appears:
    Field Send From [mySMSGateway] deleted.
  9. Refresh the contact page.
  10. Confirm that the Send From field no longer appears under the mySMSGateway section.'
Warning: Deleting the custom field cannot be undone from the confirmation dialog. If you need the field again, follow the recreation steps below.


Recreate the Send From Field
If the Send From custom field has been deleted from HighLevel, you can recreate it by disabling and re-enabling the Send From feature.
  1. Open the Subaccounts page in the management portal.
  2. Find the relevant sub-account.
  3. Locate the SEND FROM column.
  4. Turn the Send From toggle OFF.
  5. Wait for the feature to be disabled or confirm the change if prompted.
  6. Turn the same toggle ON again.
  7. Review the confirmation window.
  8. Click Enable.
  9. Wait for the success message:
    Send From override enabled - contacts with a device selected now send from it.
  10. Return to HighLevel.
  11. Refresh the Contacts page.
  12. Open a contact.
  13. Expand the mySMSGateway section.
  14. Confirm that Send From [mySMSGateway] has been recreated.
  15. Confirm that the available device and SIM options are displayed.
If the field does not reappear:
  • Reconnect the HighLevel connection.
  • Confirm that the connection has permission to create/update custom fields.
  • Run Resync devices from Message Routing.
  • Refresh HighLevel again.
Disable Send From
To stop contact-level device selections from overriding Message Routing:
  1. Open the Subaccounts page.
  2. Find the relevant sub-account.
  3. Locate the SEND FROM column.
  4. Turn the toggle OFF.
  5. Confirm or save the change if prompted.
After Send From is disabled:
  • Contact-level device selections are ignored.
  • Messages follow the normal Message Routing configuration.
  • The Send From [mySMSGateway] field may remain visible in HighLevel.
  • The field no longer affects message routing.
  • Previously sent messages are not affected.
Troubleshooting
Send From Field Is Missing

Check the following:

  1. Confirm that Send From is enabled for the correct sub-account.
  2. Refresh the HighLevel contact page.
  3. Confirm that the HighLevel location is connected.
  4. Reconnect the HighLevel connection if necessary.
  5. Confirm that the connection has permission to create/update contact custom fields.
  6. Run Resync devices from Message Routing.
  7. Refresh HighLevel again.
A Red Warning Appears Next to Send From

This usually indicates that the custom field could not be created or updated in HighLevel.

Try the following:
  1. Reconnect the HighLevel connection.
  2. Confirm the required custom-field permissions.
  3. Run Resync devices from Message Routing.
  4. Refresh the HighLevel contact page.
No Devices or SIMs Appear in the Dropdown

Confirm that:

  1. The device/SIM is connected.
  2. The device/SIM is assigned to the correct sub-account.
  3. The HighLevel location is connected to mySMSGateway.
  4. Run Resync devices from Message Routing.
  5. Refresh the HighLevel contact page.
Selected Device Does Not Override Message Routing

Verify all of the following:

  1. The sub-account's SEND FROM toggle is ON.
  2. The contact has a specific device/SIM selected.
  3. The contact is not set to Automatic.
  4. The selected device/SIM belongs to the same sub-account.
  5. The message is being sent through a HighLevel method that supports the Send From override.
Message Is Waiting

The selected device may be offline.

Check the device's connection status. When a specific device is selected, the message waits for that device according to the existing sending behavior.
Device Was Removed From the Sub-account

If the selected device is removed:

  • Messages fall back to Message Routing.
  • Assign a valid device/SIM to the sub-account.
  • Run Resync devices if the dropdown does not update.
Automation Must Always Follow Message Routing

Use the appropriate mySMSGateway workflow action instead of HighLevel's built-in Send SMS workflow step or bulk SMS action.

mySMSGateway actions do not read the contact-level Send From field and therefore use their configured routing.
Quick Reference

Task

Action

Enable Send From

Subaccounts → Target Sub-account → SEND FROM → Enable

Find Send From field

HighLevel → Contacts → Contact → Contact Details → mySMSGateway

Use normal routing

Select Automatic

Use a specific device

Select the required device/SIM

Refresh device options

Message Routing → Resync devices

Remove the custom field

HighLevel → Custom Fields → Send From [mySMSGateway] → Delete

Recreate the custom field

Turn Send From OFF → ON again

Disable contact-level override

Subaccounts → Target Sub-account → SEND FROM → OFF

 
 

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