Start here
1
Port or add your phone numbers
Number porting happens with your carrier, outside Get2Dial — once a number is yours to
route, add it here. See Connect a SIP carrier and Add a phone
number.
2
Recreate your dispositions
Rebuild your outcome codes so your reporting categories carry over — see Create
dispositions. Codes aren’t imported; they’re
entered one at a time.
3
Bring over your do-not-call list
Add every suppressed number to your workspace-wide DNC list before you import any leads —
see DNC lists. There’s no bulk import here either; each number is
added individually.
4
Import your lead lists
Export your leads as CSV from your old platform and map the columns on import — see CSV
import format and Import a lead
list.
5
Recreate your campaigns and queues
Campaign and queue configuration doesn’t transfer — rebuild each one with Create a
campaign or Create a
queue.
6
Invite your users
Accounts don’t transfer either — invite each person and assign a role — see Invite
users.
Historical call recordings and call detail records from your previous platform don’t import
into Get2Dial — there’s no ingestion path for another system’s call history. If you need
that history retained, keep access to your old platform’s reporting rather than expecting it
to appear here.