Export and Import Call Rate Rules

Call rate rules set the per-minute cost Cloud Voice applies to outbound calls. Cloud Voice lets you move these rules in and out of the system as a CSV file (Comma-Separated Values, a plain-text file you can open in any spreadsheet program). Export your existing rules to use as a starting template, adjust or add entries in the file, and import it to apply many rules at once instead of building each one by hand.

Export your call rate rules

1. Sign in to the PBX web portal and open Reports and Recordings > Call Reports.
2. Select the Rate tab and click Export.

A CSV file downloads to your computer. For a breakdown of each column and the values it accepts, see Rate Parameters.

Import call rate rules

Tip

Export the current rules first and edit that file, even if you only need to add a few rows. Starting from an exported CSV gives you the correct column layout and value formats, which saves time and avoids import errors.

Before you begin

The file you import must meet these requirements:

• Format: UTF-8 CSV
• Size: Under 50 MB
• File name: Fewer than 127 characters
• Parameters: All values must fall within the allowed ranges. See Rate Parameters for details.

Caution

A file that is not UTF-8 CSV, reaches 50 MB or larger, has a name of 127 characters or more, or contains out-of-range values will be rejected on import. Check the file against every requirement above before you upload it.

Import the file

1. Sign in to the PBX web portal and open Reports and Recordings > Call Reports.
2. Select the Rate tab and click Import.
3. In the dialog that opens, click Browse and choose your CSV file.
4. Click Import.

The imported rules appear in the Rate list in reverse order from the file (the last row in the CSV ends up at the top of the list).

Note

Cloud Voice evaluates a call against the rate list from top to bottom and applies the first rule that matches, so a rule’s position decides which rate a call is billed at. If the imported order is not what you want, select a rule and use the controls to change its priority.