Importing a Phone Number from a Twilio Account
Introduction:
All MSPs already have a phone number that their customers are familiar with - and some of those customers already text their MSP through that phone number.
While MSP Process offers a custom phone number for text-to-ticketing, there are scenarios where MSPs don't want to have to educate their customers to use a new phone number just for text message purposes.
There is a feature in MSP Process that lets our Partners configure a phone number - that they already have in their own Twilio account - be the phone number that their customers can use for text-to-ticketing.
Linking MSP Process to your Twilio Account
- Login to the MSP Process UI (https://mspprocess.com) as an Admin-level account
- Navigate to the Account Settings -> Twilio Account page
- Click the Add New button
- Specify a Name for this Twilio account, and the Account SID and Auth Token (these can be found in the Account Dashboard page of your Twilio account)
- Click the Test button; once it's confirmed as successful, click the Submit button
Selecting a Phone Number from your Twilio Account
- To view the list of phone numbers that are available in your Twilio account, click on the green eyeball icon in the Actions column:
- To make a specific phone number available as a text-to-ticket number, just click on the
icon in the Actions column
Using Your Phone Number for Text-to-Ticketing
- Once the phone number has been imported from your Twilio account, navigate to the Messaging -> Configurations page
- Click the Add button
- You'll be able to select your Twilio phone number from the Phone Number drop-down menu:
- When you're ready, click Submit!