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Business phone migration checklist

Before you switch, collect these details.

A little preparation makes the change easier to scope. Keep the current account, numbers, equipment and contract dates together.

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Current services

List every number and anything linked to it, including broadband and other services.

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Working arrangements

Record teams, hours, greetings and the routes you want to retain.

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Supplier commitments

Check renewal dates, hardware finance and possible exit charges.

What to work through

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Step 1

Confirm ownership

Make sure the authorised account details match the transfer request.

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Step 2

Agree the date

Wait for an accepted transfer window before treating the date as fixed.

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Step 3

Keep a fallback

Maintain the existing service until completion and agree the checks after the move.

Questions you might have

Should I cancel the old service first?

Do not cancel a service required for a number transfer before the providers confirm the correct sequence. A cancellation can affect the transfer and linked services.

Can this website submit a port?

No. It demonstrates the planning and checkout journey. A real transfer requires verified authority, complete information and carrier acceptance.

Put it into a design.

Add your teams, try the caller journey and download an itemised estimate from the builder.

Build your system