Add Numbers: Batch CSV Upload

Do you need help managing phone numbers includes? Check out the articles below for step-by-step guides on uploading, editing, and deleting phone numbers.

    Business Phone Numbers may be added at the Business, Business Unit, or Program level at any time via Batch CSV. A batch upload of up to 500 total numbers and call purpose per CSV file is the current limit.

    Instructional Video


    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

    WARNING: Do Not Originate should only be selected if the number will not make outbound calls.


    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 Add Numbers section along with a total count. Any rejected numbers will display, along with a total count, under the Rejected Numbers section and a reason for rejection. 


    NOTE: You will receive an error message if any numbers are rejected. Double-check the number and call purpose. Typically a number will be rejected if it has been formatted incorrectly or if the number already exists elsewhere in the Customer Portal. If you need assistance, please click on the Support button at the bottom of the page. 



    All Business Phone Numbers will now display on the Phone Numbers page. Submitted numbers have an initial status of Pending while undergoing First Orion review. Once approved, the numbers will display as Active. Most numbers will be approved automatically. Any that remain as Pending will need to be vetted.



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