Every onboarding process is a little different. At net2phone Canada, we always strive to provide the best service possible, so we have outlined exactly what you can expect! 

Required Documentation 

After your onboarding agent has reviewed your organization's needs, you must complete some documentation, which will be sent via email. 

To start setting up your account, you will need to fill out 3 essential forms. 

(1) Account Set-Up Form 

Account Set Up Form is an online input form created to list all your extension information and specify any call flow needs. The form has two sections: 

1. a list of users' first and last names, and, 
2. user emails (voicemails will route to the email provided), with extension numbers (which should be 3-4 digits long).

Download our net2phone Canada User Information spreadsheet, and fill in your user information. When finished, please email the filled form to your net2phone Canada onboarding agent. 

(2) Contact Assignment Form

Contact Assignment Form allows you to designate authorized contacts for your account. Please note that Admin contacts can request any changes made to the account, and Billing contacts will receive your invoices by email. 

(3) Online Porting Form

Online Porting Form lists the phone numbers you want to be transferred to our system (if applicable). Before you do so, please review this Number Porting Information.

Product Training 

Once we have created your account, your onboarding agent will contact you to schedule a training session on our web portal, Sonar. During this session, you can ask questions and learn how to manage your system and configure your call flow to meet all your business needs.

After completing the training (and receiving any requested hardware), you will test the system using our recommended Deployment Test Plan. If you received phones, connect them to the appropriate locations in your office; phone extensions will appear on the screen after booting. We recommend that you—or your authorized IT contact—review our Optimization Guide for Enterprise Networks for our recommended network settings.

Number Port and Billing 

After testing the system for a week, we will submit the Number Port request, which typically takes 5-7 business days to complete, depending on the information provided on the form.