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Telephone payments

How to add numbers to the Paytia trusted list

Manage Number Import Process This guide explains how to import telephone numbers into the Paytia portal using the Manage number import tool. Index Overview Open Manage number Start the import process Download the sample CSV template Complete the CSV ...

Manage Number Import Process

This guide explains how to import telephone numbers into the Paytia portal using the Manage number import tool.

Index

  1. Overview
  2. Open Manage number
  3. Start the import process
  4. Download the sample CSV template
  5. Complete the CSV file
  6. CSV column guide
  7. Important note before import
  8. Save and upload your file


1. Overview

The Manage number import process lets you upload multiple telephone numbers into the Paytia portal using a CSV file.

This is useful when you need to add several numbers at once, instead of entering each number manually.

You will first download a sample CSV template from the Paytia portal. You can then add your own telephone number data and upload the completed file back into Paytia.

2. Open Manage number

Log in to the Paytia portal.

From the left-hand menu, go to:

Configure telephony > Manage number

You can also access the page here: https://paytiadirect.paytia.com/portal/merchant/manage_numbers_list

This page shows the numbers currently managed in your Paytia account.

How to add numbers to the Paytia trusted list — screenshot 1

3. Start the import process


You will see an 'Import' button,
How to add numbers to the Paytia trusted list — screenshot 2

Click the Import button and you will see the https://paytiadirect.paytia.com/portal/merchant/add_managenumber page displayed.

How to add numbers to the Paytia trusted list — screenshot 3

Click the 'Import' button (top right)

4. Download the sample CSV template

Using the pop-up that appears. First, click the 'Sample CSV' button to download the import template.

How to add numbers to the Paytia trusted list — screenshot 4

Save the template locally so you can add your telephone number list.

How to add numbers to the Paytia trusted list — screenshot 5

Open the template you saved. You can now edit the data.

5. Complete the CSV file

You will see 2 sample data rows as an example

How to add numbers to the Paytia trusted list — screenshot 6

6. CSV column guide

Column headers and what they mean

Name label - This is the name you will know the number by, it is good for searching and call reports.
Country code - the international country code in the format example here 44 instead of +44 or 0044
Phone number - the telephone number you are importing in national format without a lead zero. We combine the Country code and number later to make an e.164 formatted number.
Paytia service - These are the names as they appear in the Manage number, Paytia Service column of the portal

How to add numbers to the Paytia trusted list — screenshot 7

Inbound country code - the international country code, for the number a call will divert to, in the format example here 44 instead of +44 or 0044. This number is used differently depending on the Paytia service type in use. For PSTN call forward add the number calls will be forewarded on to. For SIP add the same number as column C.
Inbound phone number - This number is used differently depending on the Paytia service type in use. For PSTN call forward add the number calls will be forewarded on to. For SIP add the same number as column C.
Outbound country code - The international country code. This  number is used differently depending on the Paytia service type in use. For PSTN call forward this is the trusted telephone number you will call out from. 
Outbound phone number - This  number is used differently depending on the Paytia service type in use. For PSTN call forward this is the trusted telephone number you will call out from. For SIP add the same number as column C.

7. Important note before import

Note: Make sure you delete the two text rows, you don't want those imported.


8. Save and upload your file

Save your file and go back to the paytia portal to import it. 
Click the 'Choose file' button.

How to add numbers to the Paytia trusted list — screenshot 8

Select your import file and click Open
How to add numbers to the Paytia trusted list — screenshot 9

Your file is shown attached

How to add numbers to the Paytia trusted list — screenshot 10

Now click the 'Save' button to import.

If anything goes wrong an error is shown. Is all is successful, the numebr will import and a success message will be shown.




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