Requesting Phone Number Transfers (ShoreTel Connect CLOUD)

Content

If you are a ShoreTel Connect CLOUD Decision Maker or Phone Manager, you can request to transfer, or port, phone numbers from your current telecom service provider to your ShoreTel Connect CLOUD phone system.
You can create and submit a request to transfer domestic numbers or domestic toll-free numbers from within the ShoreTel Connect Portal.

Watch the following videos for demonstrations on how to request phone number transfers and update number transfer requests.

Viewing a List of Transfer Requests

You can view a list of all transfer requests for your account and the status of each request on the Requests tab on the Phone Numbers page of the ShoreTel Connect Portal.
The following information is displayed on the Requests tab.

To view a list of transfer requests for your account:

  1. On the Phone System menu, click Phone Numbers.
  2. Select the Requests tab.
  3. (Optional) Clear the Only include active requests check box to include Completed and Canceled requests in the displayed list.

Creating a Transfer Request

You can create a transfer request for local and long-distance numbers or toll-free numbers. 

Once you have created a transfer request, a transfer request form is generated. You must print, sign, and upload this form in order to submit your transfer request to ShoreTel. For more information, see Submitting a Transfer Request.

To create a transfer request:

  1. On the Phone System menu, click Phone Numbers.
  2. Select the Requests tab.
  3. Click Add on the toolbar.

    The Create a New Request dialog box appears.

  4. If you have locations in multiple countries, select a country in the Select the country where your services will be used and billed list.
  5. Click one of the following:

    The Transfer Request page is displayed.

    • Domestic Numbers - to request a transfer of domestic local or long-distance numbers
    • Domestic Toll-Free - to request a transfer of domestic toll-free numbers
  6. In the Numbers section, do the following:
    1. In the Current Provider list, select the telecom provider that currently provides the numbers you want to transfer.

      NOTE: If the telecom provider does not appear in the list, select Other and then enter the provider name in the field that appears.

    2. In the Phone Numbers field, enter or paste the phone numbers you want to have transferred; separate each phone number with a comma.

      NOTE: You can enter up to 50 phone numbers in this field at a time; however, a total of 1000 phone numbers can be added to a single transfer request.

    3. Click Add.
    4. To add additional numbers to the transfer request, repeat steps 6b-6c.
    5. To remove a number from the numbers to transfer list, select the number, and then click Remove.
    6. Click Next.
  7. In the Account Details section, do the following:
    1. In the Name on Account field, enter the name of your account as it appears in your current telecom service provider's system.
    2. In the Account Number field, enter the account number of your account with your current service provider.
    3. If a PIN or password is required to authorize changes on your account with your current service provider, enter the PIN or password in the Account PIN or Password field.
    4. Do one of the following next to Authorized Contact (for Current Provider):
      • If the person authorized to make changes to your current service provider account is already an Authorized Contact on your ShoreTel account, select An authorized contact on this ShoreTel account, and then select the person's name from the drop-down list.
      • If the person authorized to make changes to your current service provider account is not an Authorized Contact on your ShoreTel account, select Someone else, and then enter the person's full name and email address in the corresponding fields.
    5. Click Next.
  8. (Toll-Free Numbers Only) In the Account Address section, do the following:
    1. In the Select a location address or enter a new address list, select the service address used for your current service provider if available.
    2. Update or enter new data in the Country, Address, City, State, and Zip fields.

      NOTE: The address provided here must exactly match the address on your current service provider invoice.

    3. Click Next.
  9. In the Recent Invoice section, do the following:
    1. Click Choose.
    2. In the Upload Recent Invoice File dialog box, click Browse.
    3. Navigate to and select the invoice file to upload, and then click Open.

      NOTE: Select the most recent invoice from your current service provider; the invoice must be no more than 30 days old.

    4. Click OK.

      The selected file is uploaded to your transfer request.

    5. Click Next.
  10. (Domestic Numbers Only) In the Caller ID section, do one of the following:
    • If you do not want to set an outbound caller ID for the transferred numbers, select Don't set a name and then click Next.

      If you choose this option, most recipients will see the city and state associated with the phone number.

    • If you do want to set an outbound caller ID for the transferred numbers, select Set a name, enter the desired name or number in the Caller ID Name Text field and then click Next 
  11.  In the Directory Assistance section, do the following:
    1. Next to Directory Listing, select one of the following:
      • Add, update, or remove a listing - to make changes to the way your company is listed in the phone book and directory assistance for any of the transferred numbers.
      • Don't make any changes - if you do not need to make changes to the way your company is listed in the phone book and directory assistance for any of the transferred numbers.
    2. If you selected Add, update, or remove a listing, do the following:
      1. In the Listing Number list, select the number for which you want to make changes.
      2. Do one of the following:
        • Select the Add (or keep) a 411 directory assistance listing check box to add a new or change the existing directory assistance listing for the selected phone number.
        • Clear the Add (or keep) a 411 directory assistance listing check box to remove the selected number from directory assistance.
      3. Do one of the following:
        • Select the Publish (or keep published) in print directory check box to add a new or change the existing phone book listing for the selected phone number.
        • Clear the Publish (or keep published) in print directory check box to remove the selected number from the phone book.
      4. (Toll-Free Numbers Only) In the Listing Local Number list, select a local (non-toll free) number that matches the listed location.
      5. In the Listing Name & Address field, enter the name of your company as you want it to appear in the phone book and directory assistance.
      6. In the Listing Name & Address drop-down list, select the geographic location to associate with the selected phone number in the phone book and directory assistance.
      7. (Optional) In the Category field, enter the directory heading under which you want the listing to appear.
    3. Click Next.
  12. In the Billing Location section, do the following:
    1. In the Billing Location list, select the billing location to assign the transferred numbers to.
    2. Click Finish.

Your transfer request form is generated. You must print and sign the transfer request form and then upload the signed form to the ShoreTel Connect Portal to complete your transfer request. See  Submitting a Transfer Request for information about printing and uploading your transfer request form.

Submitting a Transfer Request

Once you have finished inputting information on the Transfer Request page and clicked Finish, your transfer request form is generated. You must print and sign the form and then upload the signed form in order to submit your transfer request to ShoreTel.

  1. If you have navigated away from your transfer request in the ShoreTel Connect Portal, do the following:
    1. On the Phone System menu, click Phone Numbers.
    2. Select the Requests tab.
    3. In the Request column, click the transfer request for which you need to submit a transfer request form.

      The Transfer Request page for the selected transfer request is displayed.

  2. Click Print & Sign.

    The transfer request form is displayed in the Print & Sign dialog box.

  3. Review the form to make sure that all information is accurate.
  4. Click Print, and then click Close to close the dialog box.
  5. Sign and date the printed form.
  6. Scan the signed form and save the scanned file to your computer.
  7. On the transfer request page in the ShoreTel Connect Portal, click Upload.
  8. In the Upload & Submit dialog box, click Choose File.
  9. Navigate to and select the transfer form file, and then click Open.
  10. Click Submit.

    The transfer form is uploaded to your transfer request and your transfer request is submitted.

Related Articles

Managing Phone Numbers
Emergency Registration (ShoreTel Connect CLOUD)
Managing Phones
Using the Visual Call Flow Editor
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2017-03-28 - Modified Date 2017-08-29


Article: 000013039