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  • Porting Manager STEP Guide




    image.png.ecd3fbffcdc3c45c461ec5b9539ac5e1.pngWhen porting a number, you are using the portal to deal directly with the carriers.  The process is noted below.  Please pay attention to the notes, as these can be important in completing a successful port and can all be the cause of rejections from the carriers.


    Checklist for Porting – What you’ll need

    • Completed / recently updated Branding Configuration app.  in KAZOO 
    • A list of numbers you want to port – 800 numbers should be a separate list
    • A .pdf copy of your recent bill dated within 15-20 days (required by the carrier)
    • A .pdf copy of your LOA (Letter of Authorization) for your current carrier, MUST be within 30 days of your request (preferably 15 days of your request to allow for delays).
    • Syntax to use for Company Name, especially if you have distributed offices.   
      (for example, ABC Company - Philadelphia, ABC Company - Denver)

    Overview of Steps


    Getting Started: Entering your Request to port Phone Numbers

    When porting a number, you are using the portal to deal directly with the carriers.  The process is noted below.  Please pay attention to the notes, as these can be important in completing a successful port and can all be the cause of rejections from the carriers.

    1. Review / Complete the Porting Checklist above
    2. Launch the Porting Manager Application

    At the top, you will see 3 tabs to navigate for checking the status of your ports

    porting 2 home scresn.png

    • Suspended – Saved (to continue later) or rejected ports
    • Progressing – In progress with the Carrier
    • Completed  -- Canceled or successful ports         

    3.         Request New Port.         image.png.279bb3724a8e03dd8f8e294050d120d5.png

    4.    Enter Name of the port request  
    Next you will be asked to name the port request.  This might be the name of your customer, or some other reference to the port that will be a reference point for you (or 2600Hz if you need assistance).  You will also need to designate whether this port will be all local number or all toll-free numbers.


    Porting 2 Test Request Submit.png


    NOTE:  Local and toll-free numbers CAN NOT appear on the same port request – separate requests must be completed.

    5.    Attach current bill showing ownership
    You will be required to provide a bill that the number is attached to in order to prove ownership.  Attach the bill, and click the box to verify that the date is within 30 days. 

    Porting 2 attach bill.png


    • The bill must be dated within 30 days preceding the port request, at the time the carriers process. Submitting a bill dated 28 or 29 days prior, may cause a rejection – please allow time for processing.  
    • The bill also must be in PDF format and cannot exceed 5mb.

    6.         Enter Account Information 
    Once you click the verification box, additional fields will appear below, as well as a visual of the attached bill. The fields include the losing carrier (this should be the bill from that carrier), the Account name EXACTLY as it appears on the bill, and the Service Address.  

    Account Names cannot exceed 25 characters which includes spaces.  This is our carrier’s max limit.  If the account name exceeds 25 characters, input the 1st 25 and after they submit, add a comment to the order indicating the full account name in case it rejects.  These types of rejections require our carrier to make manual changes to the order on their end.  2600Hz
    will contact the carrier asking them to make the changes.

    Porting 2 Attach bill 2.png

    NOTE:  If the information you are providing to the fields does not EXACTLY match the bill, this can cause a rejection.  Some carriers will reject for missing or added punctuation or even a space!

    Some carriers also use an Account Number or PIN which should be typed into the appropriate field – if none are provided, leave these blank.  You will also need to populate the BTN, or BillingTelephone Number, in the last field.     

    7.  Select Numbers to Port
    Next, you will be asked to list the numbers you wish to port, and then click Add Numbers to “add” them to the port.  You can port a maximum of 100 numbers in one request.

    porting2 add numbers to port.png

    NOTE:  Make sure to double and triple-check the numbers you enter!  Solving fat finger mistakes on the numbers is close to impossible.

    If you are trying to port the BTN (Billing TelephoneNumber), the system will immediately recognize it and flag as shown here:

    If you are porting all numbers from the account, click Full Account Port

    image.png.6f422de24f93f04523483046d43d4033.png       image.png.82754ce275a74605cc6e369a8e469acc.png

    If you are only doing a partial port (meaning not all of the numbers), select Portion of Numbers. If your partial port includes the BTN from this account, you will need to note a new BTN from the numbers that will remain with the losing carrier.

    You can save and continue later (you will find this order under “Suspended” when you come back in to complete) or Next – LOA Form to add the Letter of Authorization to the request.

    8.  Review your List of Numbers! 

    NOTE: Be sure to double check that all of the information in the document matches what is on the bill, and to double check the phone numbers to be sure they are correct.  An incorrect number, or typo, can cause the entire port to be rejected!


    9.   Submit your Letter of Authorization
    Next, you’ll need to provide an LOA (Letter of Authorization).  This confirms you are both eligible to authorize the cancelation of your old account and the start of your new account with 2600hz. 


      porting 2 signed LOA request.pngspacer.pngspacer.pngEditable.LOA.Form.png

    To do this, follow the steps from this dialog box.   It includes downloading our form, filling it out, signing the form and uploading it back to this application.

      NOTE Your LOA MUST be uploaded in PDF format.

    10.  Enter preferred porting date and contact information
    The last piece before the review is to let the carriers know who to notify of the changes and to request a porting date

    porting2 request date.png

    NOTE Your requested date is not guaranteed – the porting date is not confirmed until you received your FOC date, or Final Order Confirmation date.

    11.   Save or Suspend your request if you're not ready

    porting2 save or review port request buttons.png

    NOTE:  You can choose to “save” or “suspend” your application if you want a second pair of eyes to review this.  Look for a button like this, available on most screens. Once saved, the request will display on your Porting home screen and provide the option to Resume.  It will then restore the data you entered.

    porting2 Suspended Request.png



    The final step is the review.  

    Be sure to double check the information provided, and you must check the boxes on the right, stating your agreement, before being able to submit the port.  Once the boxes are checked, you can submit your port.  You will see this confirmation and agreement.  You will need to check all boxes.


    porting 2 Agreement to submit numbers.png


    13.     What to expect next
    Once submitted, you should see a screen like the one below.   Please submit any questions in the Message block as shown.  This is the channel for support for this process.


    You will be notified by email:

    1. A confirmation of the date you have requested, or alternate date proposed
    2. When the porting process is complete.  

    You can also track the progress by clicking on the Progress tab in our application.

    Related Articles

      image.png   Porting Manager FAQ and Training Webinar     
      CSV-Onboarding_x512.png Bulk importing Names and Numbers using CSV export files
      NumberManager_x512.png Managing Phone Numbers - User Guide
    BrandingApp_x512.png Branding Manager User Guide

    API Reference Docs

    REST API Reference for Kazoo Crossbar API
    REST API Reference for Kazoo Crossbar API


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    Edited by Emily R (show revisions)

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