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Engage Voice
Porting phone numbers to RingCentral RingEX
Engage Voice has the capability to host its own phone numbers to process calls, and this is how it is set up for some users. If you are currently using phone numbers hosted in Engage Voice to process your calls, but you wish for RingEX to manage them instead, you may migrate your phone numbers from Engage Voice to RingEX.
When you submit a porting or number transfer request, the information needed to port your number will be collected, including the number you are porting and your physical address (no P.O. boxes). Porting may take up to 30 or more business days.
Below are the requirements for porting your numbers to RingEX:
- The number to be transferred should be active
- Latest bill from Engage Voice for the number you are transferring
- RingCentral phones should have been received and set up. Exemption: If you are using existing phones or using these numbers strictly to forward calls to existing phones
- No open orders with Engage Voice
- Letter of Authorization (LOA) and proof of address if you are transferring international numbers
Submitting a porting request to RingCentral RingEX
Before you port-in your number to RingEX, you must contact your account manager or your CSM to enable the Contact Center feature. You must also add a temporary number to your RingCentral account as a placeholder for the number you are porting. To add a temporary number, visit Purchasing phone numbers in RingEX.
To submit a number transfer request to RingEX, follow the steps below:
1. Go to http://service.ringcentral.com/ and log in as an administrator in your RingCentral account
2. In the Admin Portal, click on the Phone System tab via the top menu bar
3. Navigate to Phone Numbers > Transferred and Vanity via the left panel
4. Under the Transfer Orders section, click the #* Transfer Numbers button at the far right
5. In the Transfer Numbers modal window, select the type of number you want to transfer to your RingCentral account
The next steps may differ depending on the type of number you want to port in. You may transfer your local US, US territory, or Canadian number, toll-free number, or international number. Continue below to view the steps for each of these types of numbers.
Porting local US, US territory, or Canadian numbers to RingCentral RingEX
Keep in mind that the steps below are a continuation of the steps found in Submitting a porting request to RingEX. After you select Local US or US Territory Number or Canadian Number and click Next, follow the steps below:
1. Answer the pre-check questions by selecting Yes or No for each item. Click Next
2. In the Transfer Numbers: Enter Numbers page of the modal window, fill out the configuration settings, then click Next
3. You’ll see the list of numbers to be transferred to RingEX. Click Next
4. Click the calendar icon to choose your preferred transfer date, then click Next
5. Click the Select link, choose the temporary number to match with the number you are transferring, then click Done
6. Click Next
7. In the Transfer Numbers: Account Confirmation page of the modal window, fill out the configuration settings. Please note that all information should match what Engage Voice has on file for your account
8. Click Next
9. Review the information you provided in the Transfer Numbers: Account Confirmation page of the modal window, then click Next
10. Click the Browse button to upload a copy of the latest bill for the number you are transferring, then click Next
11. If you are not transferring all of your phone numbers in the same Billing Account Number, list the remaining phone numbers in the box provided under Additional Comments and the action to be taken for each phone number (Remain, disconnect, etc.)
12. To receive all number porting notification emails, enter your email address in the box provided under Send Emails to. Click Next
13. An electronic Letter of Authorization (LOA) is generated and will be used by RingCentral to transfer your number from Engage Voice. Check the I agree checkbox to consent to the use of electronic records and signatures, or select No thanks to print out a copy of the LOA and return it to RingCentral by mail or by fax
14. Click Complete
After completing your request online, you’ll be able to see the status of your request in the Transfer Orders section of the Transferred and Vanity configuration page.
Transfer Numbers: Enter Numbers configuration settings
In this section, you’ll find settings you need to fill out to proceed with your number transfer request.
- Billing Telephone Number: Enter the main number associated with your Engage Voice account
- I want to transfer my Billing Telephone Number: Check this box if you want to transfer your BTN (Billing Telephone Number). Do not check this box if you only want to transfer numbers associated with your BTN
- Enter Numbers Manually: Select this option if you want to manually enter the numbers in the box under Enter numbers you would like to transfer
- Upload from Template: Select this option to download the Bulk Numbers Transfer Template. Use the template to enter the numbers you wish to transfer, then click the Upload File button to upload the template
Account Confirmation configuration settings
In this section, you’ll find the different settings you need to fill out to proceed with account confirmation for porting your numbers to your RingCentral account. Enter all information exactly as your current phone company (the current phone company that owns the number you are transferring) has it on file.
- Type of Account: The type of account you have with the number you are transferring. It could be Business or Residential
- Name of Account: Enter the name of the person authorized to make changes to the account
- Service Address: The physical service address of the phone number you are transferring
- Your Contact Phone Number: The phone number where RingCentral Support can call you if there is a problem with the port request
Porting toll-free numbers to RingCentral RingEX
Remember that the steps below are a continuation of the steps found above in Submitting a porting request to RingEX. After you select Toll Free Number and click Next, follow the steps below:
1. Select Yes if you have the latest bill ready to be uploaded for the number you are transferring. Click Next
2. Enter the numbers you would like to transfer in the box provided, then click Next
3. You’ll see the list of numbers to be transferred to RingEX. Click Next
4. Click the Select link, choose the temporary number to match with the number you are transferring, then click Done
5. Click Next
6. In the Transfer Numbers: Account Confirmation page of the modal window, fill out the configuration settings. Please note that all information should match what Engage Voice has on file for your account
7. Click Next
8. Review the information you provided in the Transfer Numbers: Account Confirmation page of the modal window, then click Next
9. If you are not transferring all of your phone numbers in the same Billing Account Number, list the remaining phone numbers in the box provided under Additional Comments and the action to be taken for each phone number (Remain, disconnect, etc.)
10. To receive all number porting notification emails, enter your email address in the box provided under Send Emails to. Click Next
11. Click the Download button to download the Letter of Authorization (LOA)
12. Sign the LOA
13. Click the Browse button under Signed LOA to upload a copy of your signed LOA
14. Click the Browse button under Latest Bill to upload a copy of the latest bill for the number you are transferring
15. Click Complete
After completing your request online, you’ll be able to see the status of your request in the Transfer Orders section of the Transferred and Vanity configuration page.
Account Confirmation configuration settings
In this section, you’ll find the different settings you need to fill out to proceed with account confirmation for porting your numbers to your RingEX account. Enter all information exactly as your current phone company (the current phone company that owns the number you are transferring) has it on file.
- Type of Account: The type of account you have with the number you are transferring. It could be Business or Residential
- Name of Account: Enter the name of the person authorized to make changes to the account
- Service Address: The physical service address of the phone number you are transferring
- Your Contact Phone Number: The phone number where RingCentral Support can call you if there is a problem with the port request
Porting international numbers to RingCentral RingEX
Keep in mind that the steps below are a continuation of the steps found above in Submitting a porting request to RingEX. After you select International Number and click Next, follow the steps below:
1. Click the Select Country dropdown menu to choose the location of the number you want to transfer
2. Click the Select Number Type dropdown menu to choose the type of number you are transferring
3. Type ‘RingCentral Engage Voice’ in the box provided under Current Service Provider Name, then click Next
4. Answer the pre-check questions by selecting Yes or No for each item, then click Next
5. In the Transfer Numbers: Enter Numbers page of the modal window, fill out the configuration settings, then click Next
6. You’ll see the list of numbers to be transferred to RingEX. Click Next
7. Read the note on the Transfer Numbers: Transfer Date page of the modal window, then click Next
8. Click the Select link, choose the temporary number to match with the number you are transferring, then click Done
9. Click Next
10. In the Transfer Numbers: Account Confirmation page of the modal window, fill out the configuration settings. Please note that all information should match what Engage Voice has on file for your account
11. Click Next
12. Review the information you provided in the Transfer Numbers: Account Confirmation page of the modal window, then click Next
13. If you are not transferring all of your phone numbers in the same Billing Account Number, list the remaining phone numbers in the box provided under Additional Comments and the action to be taken for each phone number (Remain, disconnect, etc.)
14. To receive all number porting notification emails, enter your email address in the box provided under Send Emails to. Click Next
15. Click the Download button to download the Letter of Authorization (LOA)
16. Sign the LOA
17. Click the Browse button under Signed LOA to upload a copy of your signed LOA
18. Click the Browse button under Latest Bill to upload a copy of the latest bill for the number you are transferring
19. Click Submit
After completing your request online, you’ll be able to see the status of your request in the Transfer Orders section of the Transferred and Vanity configuration page.
Transfer Numbers: Enter Numbers configuration settings
In this section, you’ll find settings you need to fill out to proceed with your number transfer request.
- Billing Telephone Number: Enter the main number associated with your Engage Voice account
- I want to transfer my Billing Telephone Number: Check this box if you’re going to transfer your BTN (Billing Telephone Number). Do not check this box if you only want to transfer numbers associated with your BTN
- Enter Numbers Manually: Select this option if you want to manually enter the numbers in the box under Enter numbers you would like to transfer
- Upload from Template: Select this option to download the Bulk Numbers Transfer Template. Use the template to enter the numbers you wish to transfer, then click the Upload File button to upload the template
Account Confirmation configuration settings
In this section, you’ll find the different settings you need to fill out to proceed with account confirmation for porting your numbers to your RingCentral account. Enter all information exactly as your current phone company (the current phone company that owns the number you are transferring) has it on file.
- Type of Account: The type of account you have with the number you are transferring. It could be Business or Residential
- Name of Account: Enter the name of the person authorized to make changes to the account
- Service Address: The physical service address of the phone number you are transferring
- Your Contact Phone Number: The phone number where RingCentral Support can call you if there is a problem with the port request