Submitting a port request

Masquerade the client account first

If you are submitting a port on behalf of a client account, masquerade that account first. Doing so lets the sub-account use the DIDs while the port is in progress — for example to set a caller ID in Smart PBX — and keeps all porting activity for that customer visible together in the Porting Manager app.

1. Open the Porting app, and choose New Port Request

   

2. For Port Request Name, enter your customer’s company name. Choose the type (local or toll free), and click Next.

   

3. Upload a phone bill for the numbers you are porting, and check the box underneath

   

4. Once you check the box, a set of fields appears. Fill these out exactly as they appear on the phone bill, then click Next - Select Numbers at the bottom of the page.

   

   Exact matches only

   Any discrepancy between these fields and the phone bill will result in the port being rejected.

5. Enter the phone numbers to port, one per line, and click Add Numbers

   

   They will then show as added in the section below.

   

6. Click Next - LoA Form at the bottom of the page

   

7. Upload the LoA form, provide the signee name and date, then click Next - Notifications & Scheduling

   

   The LoA must match the phone bill

   The LoA form is a requirement, and it must match the phone bill exactly. Any mismatch — including typos — causes a rejection and delays the port. Double-check everything before submitting.

8. Choose a notification email to receive status updates on the port

   

   Set this, or you hear nothing

   Without a notification email you will receive no updates about your port. If you are not the only person overseeing ports, consider using an internal distribution list.

9. Finally, confirm the questions surrounding the port and click Submit This Port Request

   

Don’t promise the scheduled date

The Scheduled Date of Port is not a guaranteed date — it is simply the date we request. The carriers, including the customer’s current carrier, are ultimately responsible for providing the firm port date. Always wait until you receive a confirmed port date from our system before communicating it to the customer.

Related

• Tips to prevent a port from being rejected
• Updating an in-progress port
• List of porting states in the portal