Export and Import Call Rate Rules

The call rate rules configured on Yeastar P-Series PBX System can be exported and saved as a template. You can fill in desired call rate rules in the exported file, and import the file to PBX again. This topic describes how to export and import call rate rules.

Prerequisites

Management of call rate rules is only available for Enterprise Plan and Ultimate Plan.

Export all the call rate rules

  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
  2. Under Rate tab, click Export.

    A CSV file is saved to your computer. To check and edit parameters in the CSV file, see Rate Parameters.

Import call rate rules

We recommend that you export call rate rules to a CSV file first, and use the file as a template to start with. In this way, you can save time and effort.

Prerequisites
Requirements of an imported file:
  • Format: UTF-8 .CSV
  • Size: Less than 50 MB
  • File name: Less than 127 characters
  • Import parameters: Ensure that the imported parameters meet requirements. For more information, see Rate Parameters.
Procedure
  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
  2. Under Rate tab, click Import.
  3. In the pop-up window, click Browse, and select your CSV file.
  4. Click Import.
    The call rate rules in the CSV file will be displayed in reverse order in the Rate list.
    Note: The system matches outbound calls with call rate rules from top down. In case of need, you can click to adjust the priority of call rate rules.