Port In

A Portal Admin can Port In and apply i800 functions to an existing Toll Free number from a different RespOrg.

IMPORTANT: Customers using their Own RespOrg with No Agency will not be required to sign the Letter of Authorization (LOA). The Portal Admin will be prompted to submit the template changes directly to Somos.


Prerequisite

  • a valid Letter of Authorization (LOA).


To create a Port In order

  1. In the top navigation bar, click Port In.
  2. Click New to create a new Port In Order.
  3. In the Date of Port field, choose the date you want to port in the Toll Free number.
    Note: Allow a minimum of 2 business days for the losing RespOrg to respond.
  4. If you require a manual port in, click the Hot Cut Required dropdown, and choose the Hot Cut slot.
    Note: i800 Support will contact the Portal Admin to schedule the Hot Cut.
  5. Click Save to save the Port In Order.


To add a Toll Free number to the Port In Order

  1. In the Port In Order screen, click New under the Port In Order Lines tab.
  2. In the Toll Free # field, enter the Toll Free number you want to port in.
  3. In the Terminating # field, enter the Toll Free number the Toll Free number will route to.
  4. In the Coverage field, choose coverage for Canada Only or Canada/US.
  5. Choose to Enable or Disable:
    • Caller ID
    • DNIS
    • Listed
    • Recording
    • Analytics
  6. Click Save to be directed to the Port In Order screen. The Toll Free numbers are displayed under the Port In Order Lines tab.
    Note: If you are using a RespOrg with No Agency, you will be prompted to complete a Record of Change (ROC) with Somos. Once the ROC is complete, you can add the Toll Free number to the Port In Order.
    TIP: Under the Port In Order Lines tab, you can add more Toll Free numbers to the Port In Order.
  7. In the Port In Order screen, click Submit.


To add bulk Toll Free numbers to the Port In Order

  1. In the Port In Order screen, click Port In TF Template under the Port In Order Lines tab to download the template.
  2. In a spreadsheet application, open the template file.
    TIP: It is recommended to use a spreadsheet application that allows data validation.
  3. In the spreadsheet, enter the Toll Free numbers and information, and then save the template file.
    • Toll Free – enter the Toll Free number you want to port in.
    • Terminating number – enter the Toll Free number the Toll Free number will route to.
    • Coverage – in the dropdown, choose Coverage for Canada Only or Canada/US.
    • Caller ID – in the dropdown, choose TRUE to Enable or FALSE to Disable Caller ID.
    • DNIS – in the dropdown, choose TRUE to Enable or FALSE to Disable DNIS.
    • Listed – in the dropdown, choose TRUE to Enable or FALSE to Disable Listed.
    • Recording – in the dropdown, choose TRUE to Enable or FALSE to Disable Recording.
    • Analytics – in the dropdown, choose TRUE to Enable or FALSE to Disable Analytics.
    • i800 Customer # – enter the Customer #. The Customer # can be found in the Customer Profile.
    • Description – enter a description for the Toll Free number.
  4. In the Port In Order screen, click Port In TF Upload to open the TF Upload screen.
  5. Click Choose File to open a dialog window.
  6. Choose the template file saved on your computer, and click Open.
  7. Click Upload to be directed to the Port In Order screen. The Toll Free numbers are displayed under the Port In Order Lines tab.
    Note: If you are using a RespOrg with No Agency, you will be prompted to complete a Record of Change (ROC) with Somos. Once the ROC is complete, you can add the Toll Free numbers to the Port In Order.
    TIP: Under the Port In Order Lines tab, you can add more Toll Free numbers to the Port In Order.
  8. In the Port In Order screen, click Submit.


Port In Order Lines Status

Port In Process TimesStatusAction

"Declined"If the Port In Order has been declined, click the Line # to display the Declined Reason. Contact your current carrier to resolve the Declined Reason.
1 day after Date of Port"Overdue"The Portal Admin will receive email reminders to process the Port In Order.
4 days after Date of Port"Overdue"If the Toll Free number is in i800, it will automatically port in. If the Toll Free number is not in i800, it will remain "Overdue".
8 days after Date of Port"Expired"If the Toll Free number is not in i800, the status will change to "Expired".



Port Out

A Portal Admin can respond to a Port Out Order in i800.

When a Port Out Request has been made, you will receive a notification email with a direct link to the request in i800. You will have 2 business days to Decline or Approve the Port Out Request. If no action is taken, the Toll Free number will automatically port out after 2 business days.

Note: The Port Out function is not available to Customers using the Own RespOrg with No Agency


Prerequisite

  • a valid Letter of Authorization (LOA).


To respond to a Port Out Order

  1. In the top navigation bar, click Port Out.
  2. Click the OUT ID you want to respond to.
  3. Under the Port Out Order Lines tab, click Respond.
  4. Click the checkbox for the Toll Free number you want to respond to.
    TIP: Click the checkboxes to respond to multiple Toll Free numbers.
  5. In the Status dropdown, choose Approved to complete the port out. The status will change to "Ported Out".
    Note: If you choose Declined, you must choose a reason for declining the Port Out Request in the Declined Reason list.
  6. Click Submit to return to the Port Out Order screen.


Reasons to Decline a Port Out Request

  • Customer name mismatch/missing
  • Address mismatch/missing (verification done if address is different but all other information is the same)
  • Contact/Customer signature missing
  • Toll Free Shared or Bundled
  • Customer signature date missing/or expired (must be less than 30 days)
  • Sent to wrong RespOrg
  • Toll Free Number not listed on request
  • All data mismatch
  • LOA missing or linking Reseller/Subscriber LOA missing
  • Illegible LOA
  • More recent LOA (provide copy of LOA to Resp Org)
  • Unauthorized contact/Customer signature
  • RespOrg is no longer in control of the Toll Free number



Letter of Authorization (LOA)

If you respond to a Port Out Order or create a Port In Order, but your Letter of Authorization (LOA) is not valid, you will be prompted to renew your LOA.


You will be required to sign an LOA if:

  • There is no valid LOA.
  • The current LOA has expired.
  • The current LOA has less than 2 days lead time required for the port.

All Authorized Signatory users will receive a notification email with a direct link to the LOA. One Authorized Signatory user is required to sign the LOA. Once an Authorized Signatory user signs and renews the LOA, other Authorized Signatory users will be unable to sign it. The LOA is signed through RightSignature. A Portal Admin can also request a signed LOA.


Authorizations

The Authorizations tab displays all Port In Authorizations for the Customer. You can manually request the Letter of Authorization (LOA) to be signed by the Authorized Signatory user.

To request a signed Letter of Authorization (LOA)

  1. In the top navigation bar, click Customers, and then click the Customer Name you want to request a signed LOA.
  2. In the Customer Profile screen, click the Services tab, and then click the Service ID to view the Customer Service screen.
  3. In the Customer Service screen, click the Authorizations tab.
  4. Click Request signed LOA to send a notification email to the Authorized Signatory user with a direct link to the LOA in RightSignature.
  5. The Customer must sign the LOA in RightSignature, and the LOA Expiry Date will automatically update in i800.
    Note: If you receive the error message "Cannot proceed because no Authorized Signatory User was found!", you must contact i800 Support and assign an Authorized Signatory user.

Once the signed document is submitted, RightSignature discards versions of the document sent to other Authorized Signatory user.

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