Porting Fax Numbers (request)
Important: don’t start the porting process unless we know where the numbers are being routed to.
- Access the XMedius Online portal
- Click Child accounts > Management
- Find the correct tenant
- Choose More actions > XM Fax > Number requests
- Choose Request number porting
- Porting source section
- Company name: enter exactly as seen on the customer bill
- Billing telephone number: look for the billing phone number, BTN, or BAN on the customer bill; if not listed, enter the number being ported
- Service provider name: enter based on customer bill
- Business Information section
- Street number: enter just the number portion of the street address for where the bill was sent
- If a PO Box, enter the numerical portion of the address as the street number; for street name, enter “PO Box”
- Street name: enter the remaining portion of the street address (include suite or unit number, if applicable) for where the bill was sent
- City/State/Zip: enter as appropriate for where the bill was sent
- Authorized person name: our main point of contact; if the request is denied due to this, ask customer for the name of the person who actually manages the account
- Street number: enter just the number portion of the street address for where the bill was sent
- Site address section
- Same as the Business Information section, except use the address where the fax is being used
- Numbers to port section
- Requested porting date: check notes to see if the customer has requested a specific date, otherwise schedule for 1 week out
- Numbers to port: enter the number being ported
- Special requests: if found on the customer bill, enter the security PIN and other relevant information
- Porting source section
- Click Save
- Choose Request number porting
- Letter of Authorization will be yielded
- Import letter into DocuSign and add a signature and date field
- Add yourself as “receives a copy”
- Email message:
Hello Chris,
Please sign the LoA for fax porting of (512)-982-9160 (Austin/Bee Caves branch)
- Import letter into DocuSign and add a signature and date field
- Once signed, go back to the tenant, click Edit and upload the signed document
- Expected timeframe for a response from XMedius is 3 days; set a reminder to check after that timeframe
- When porting request is approved and complete, routing can be set (even if it is not yet active)
Published 2 years ago
Version 1.0