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How to Port Your Number to Steer Phones

Number porting is the process of transferring your existing business phone number from your current carrier to Steer Phones. When it works, it’s invisible to your customers — same number, better system. When it fails, it’s because something in your account info was wrong.

This guide explains every step of the port process, what you’re responsible for, what Steer handles, and exactly what to do when something goes wrong.

Before you start:

Number porting is the #1 cause of go-live delays. Read this guide fully before submitting your request.

One wrong field — wrong PIN, wrong account number, wrong name — means a rejected port and starting over.

Timeline: expect 1–3 business weeks from submission to cutover.

Who Needs to Port a Number?

Porting applies to you if:

  • You are switching from an existing phone provider (AT&T, Comcast, RingCentral, Vonage, etc.) to Steer Phones

  • You want to keep your current business phone number(s) after switching

Porting does NOT apply to you if:

  • You are a new business with no existing phone number

  • You chose to get a new number from Steer instead of keeping your old one

🚧 If you’re not porting:

If you selected “New number” during intake, skip this guide entirely. Your number will be provisioned automatically and ready when your system goes live.


What You Need Before You Start

Gather all of the following before submitting your port request. Partial submissions are returned. Every field matters.

Required Item

Where to Find It

Phone number(s) to port

Your current phone bill or caller ID

Account number (current carrier)

Your monthly bill — not your phone number

Porting PIN or passcode

Call your current carrier and ask specifically for a “porting PIN” or “transfer PIN”

Authorized name on the account

The name on your carrier contract or bill — must be an exact match

Business name (as it appears with carrier)

Your bill or carrier account portal

Service address on file with carrier

Your carrier account portal or your bill

Current carrier name

Your bill or the carrier’s website

⚠️ The authorized name must match exactly

If your carrier has “Mike’s Auto Repair” on file and you submit “Mike’s Automotive,” the port will be rejected.

If you’re unsure, call your carrier and ask them to read back the exact name on your account.

Step-by-Step: How Porting Works

Step 1 — Submit Your Porting Information

During your onboarding intake form, you will be asked whether you want to keep your existing number. If you select yes, you will be prompted to provide all the required fields listed above.

If you missed this step or need to update information, contact your Steer onboarding contact directly. Do not guess on any field.

Step 2 — Portability Check

Once we receive your info, we verify that your number is portable. Most numbers are portable, but some are not:

  • Numbers tied to a DSL internet line (bundled landlines) may not be portable without canceling the bundle

  • Numbers in certain rural areas may have carrier restrictions

  • Toll-free numbers require a separate process

You will receive a clear result: portable or not portable. If not portable, we will explain why and discuss your options.

Step 3 — Port Request Submitted + LOA Generated

If your number is portable and your information is verified, we submit the port request to your current carrier. At this point:

  • Your port status becomes “Pending”

  • An LOA (Letter of Authorization) is generated. This is the legal document confirming you authorize the transfer.

  • A temporary number is assigned to your account so you can make and receive calls immediately while the port is in progress

What is an LOA?

A Letter of Authorization (LOA) is a signed document that tells your old carrier: “Yes, I authorize Steer to take this number.”

Steer generates this automatically. You may be asked to review and confirm it. Do not ignore this request — a missing LOA signature is a common cause of delays.

Step 4 — Porting Period (1–3 Weeks)

After submission, your carrier processes the request. This typically takes 1–3 business weeks depending on the carrier. During this period:

  • Your temporary Steer number is fully active for outbound calls

  • Inbound calls to your OLD number continue routing through your old system until cutover

  • Do NOT cancel your old carrier service yet — doing so before cutover will cause you to lose the number permanently

  • You can track port status in the Steer admin panel: Pending → In Progress → Completed

⛔ Do not cancel your old service until guided to do so.

This is the most common mistake. Your number lives with your old carrier until the port completes.

Cancel early = number is gone. There is no recovery from this.

Wait for Steer to confirm the port is complete before making any changes with your old carrier.

Step 5 — Cutover

When your carrier approves the transfer, cutover happens automatically. During cutover:

  • Inbound calls to your ported number immediately begin ringing on your Steer phones

  • Your temporary number is decommissioned

  • Your outbound caller ID updates to your ported number

  • Your old system stops receiving calls to that number

Cutover is designed to be seamless — no calls should be dropped during the transition window. If you experience any issues immediately post-cutover, contact Steer support right away.

Step 6 — Confirm Everything is Working

After cutover, verify the following before doing anything else:

  1. Call your ported number from a cell phone — it should ring on your Steer desk phones

  2. Make an outbound call — the recipient should see your business number, not a Twilio or unknown number

  3. Confirm your caller ID name (CNAM) displays correctly — this may take up to 72 hours to propagate

  4. Contact your old carrier and confirm that service is fully terminated


Porting Timeline Summary

Phase

Who’s Responsible

Typical Duration

What Can Go Wrong

Submit porting info

You

One-time during intake

Wrong PIN, wrong name, wrong account number

Portability check

Steer

24–48 hours

Number not portable

Port request submitted

Steer

Same day as check

LOA not signed

Carrier processing

Your old carrier

1–3 business weeks

Carrier rejects due to mismatch

Cutover

Automatic

Minutes

Old service was cancelled early

Post-cutover verification

You

Same day

CNAM delay (normal, up to 72 hrs)


Common Problems and How to Fix Them

Port Rejected: Incorrect PIN

Cause: The porting PIN you submitted does not match what your carrier has on file.

Fix: Call your current carrier and ask them to confirm or reset your porting PIN. Resubmit with the corrected PIN. Expect an additional 3–5 business days.

Port Rejected: Name Mismatch

Cause: The authorized name you submitted does not exactly match the name on your carrier account.

Fix: Call your carrier and ask them to read back the exact name on the account. Correct it in your Steer intake information and resubmit.

Port Rejected: Wrong Account Number

Cause: The account number provided is your phone number, an invoice number, or an outdated account number.

Fix: Log into your carrier portal or call billing support. The account number is usually on the top of your bill, separate from your phone number.

Number Not Portable

Cause: Your number is tied to a DSL internet service bundle, is in a rural area with carrier restrictions, or is a toll-free number.

Fix: Speak with your Steer onboarding contact. Options may include unbundling the number from internet service or acquiring a new number. Toll-free numbers have a different porting process.

Calls Still Routing to Old System After Cutover

Cause: Some calls may take a short time to re-route after cutover due to carrier propagation. If it persists beyond 2 hours, your old system may still be active.

Fix: Contact Steer support immediately. Also verify with your old carrier that the number has been fully released.

Outbound Caller ID Shows Wrong Number

Cause: Caller ID is still showing your temporary number or an unrelated number.

Fix: Check that your system-level caller ID is set to your ported number in the Steer admin panel. If the setting is correct but still showing incorrectly, contact support.

Caller ID Name (CNAM) is Blank or Incorrect

Cause: CNAM (the business name that shows on the recipient’s phone) propagates through national databases that can take up to 72 hours to update after cutover. This is normal.

Fix: Wait 72 hours. If it’s still incorrect after that, contact Steer support to request a CNAM update.

What to Do While Your Port is Pending

The porting period feels like limbo. Here’s exactly how to operate during it.

What to do

Details

Use your temporary number for outbound calls

Your Steer phones can make outbound calls from day one. Clients won’t see your main number yet — they’ll see the temp number.

Keep your old system running

Inbound calls to your main number still route through your old carrier. Do not change this.

Brief your team

Let staff know calls will ring on Steer phones for outbound, but inbound from the main number still hits the old system until cutover.

Monitor port status

Check the admin panel for status updates: Pending, In Progress, Completed, Failed.

Have your Steer contact info ready

If anything changes or looks wrong, contact Steer immediately rather than waiting.

Porting Multiple Numbers

If your business uses multiple phone numbers (main line, secondary line, fax), all of them can be ported. Each number is ported individually but submitted together in a single request.

  • List every number you want to transfer during intake — do not add numbers after the fact

  • All numbers on the request must belong to the same carrier account

  • Numbers from different carriers must be submitted as separate port requests

  • Fax numbers may require special handling — flag this with your Steer contact

Numbers from different carriers:

If you have numbers on AT&T and Comcast, those are two separate port requests. Each has its own timeline and can complete at different times.

We will provision a temporary number for each number being ported.

Alternative: Call Forwarding (No Port Required)

If you want to use Steer’s AI features, call recording, or after-hours handling without switching your phone system, call forwarding is an alternative to porting.

With call forwarding:

  • Your number stays with your current carrier

  • Calls to your number are forwarded to a Steer number

  • Steer’s AI, routing, and recording features apply to forwarded calls

  • No port request needed — no porting timeline

Limitations of call forwarding vs. porting:

  • Two-hop routing can introduce slight audio latency

  • You continue paying your old carrier for the number

  • Outbound calls from Steer phones will show a Steer number, not your original number

Glossary

Term

What it means

Port / Porting

Moving a phone number from one carrier to another

LOA

Letter of Authorization — the signed document authorizing the transfer

Cutover

The moment your number officially transfers and begins routing through Steer

CNAM

The business name that appears on a recipient’s caller ID

Porting PIN

A security code from your current carrier required to authorize the transfer. Also called a transfer PIN or passcode.

Temporary number

A number Steer assigns during the porting period so you can make outbound calls immediately

Authorized name

The name on your carrier account. Must match exactly on your port request.

Account number

Your carrier’s internal identifier for your account — found on your bill. Different from your phone number.

Carrier

Your current phone service provider (e.g., AT&T, Comcast, RingCentral)

Need Help?

If you have questions about your port request or something looks wrong:

  • Contact your Steer onboarding representative directly

  • Do not contact your old carrier to “check on the port” — some carriers will use this as an opportunity to cancel the request

  • If your port is rejected, Steer will notify you with the reason and next steps

The golden rule of porting:

Get the information right the first time. Every rejection costs 3–5 business days.

When in doubt, call your carrier before submitting — not after.