Upload Phone Numbers

Overview

Business Phone Numbers may be added at any given time and at any given level, such as:

• Business Level
• Business Unit Level
• Program Level

There are two (2) methods of adding phone numbers to the Customer Portal:

1. Manual submission of individual numbers for adding one or a few numbers 
2. Batch upload of up to 500 total numbers per CSV file

Navigation to Number Management

Main Navigation Panel

From the Business or Business Unit Dashboard

1. Click Phone Numbers from the Main Navigation Panel.
2. Click Manage Phone Numbers.
3. Click Add Phone Numbers.

Manage Menu

1. Click Manage.
2. Click Add Phone Numbers.

Upload Phone Numbers

Manual Steps

Upon reaching the Add Phone Numbers portal page, the default is Manual. 

1. Confirm Manual is underlined with the blue line.
2. Enter the Phone Number to be added. A green checkmark will confirm the number has been entered correctly.
3. Click the Call Purpose box to view the dropdown list.
4. Select and click the best descriptor of the types of calling behavior for this phone number. 
5. Click Add Phone Number.
6. Optional Step: Repeat Steps 2-5 for every phone number you wish to add.
7. Verify all desired phone numbers have been added.
8. Click Save. 
9. Click Ok to close the Added/Rejected Numbers pop-up.

Complete Phone Number Addition

A pop-up will display the added phone number or numbers under the Added Numbers section, along with a total count. Any rejected numbers will be displayed, along with a total count, under the Rejected Numbers section and a reason for rejection. 

Batch CSV Upload Steps

Create a Template for Submission

A total of 500 numbers may be submitted via a single CSV file. Submit using the following guidelines:

Template Requirements:

• Two (2) columns only
• No headers
• Individual rows containing: 
  • A single number in Column One
  • The call purpose for that number in Column Two
• Maximum of 500 numbers with call purpose

Column 1: Phone Number only

• A single phone number
• No spaces
• Formatted exactly as either:
  
  • E.164 example: +15013334444
  • Area Code and Number example: 5013334444

Column 2: Call Purpose for that Phone Number

The following are valid options:

• Charity
• Customer Service
• Debt Collection
• Informational/Notification
• Multi-Use Line
• Political
• Prison
• Survey
• Telemarketing
• Do Not Originate

Upload the Completed Template

There are two (2) options to upload the CSV file template into the Customer Portal:

1. Drag and drop CSV or TXT file
2. Choose from computer

Complete Phone Number Addition

A pop-up will display the added phone number or numbers under the Added Numbers section, along with a total count. Any rejected numbers will be displayed, along with a total count, under the Rejected Numbers section and a reason for rejection.