CLI Management
To match CDR or SDR (service file) line items to your customers, Billingbooth utilises Caller Line Identification.
A Caller Line Identity in most cases is the number of origin, used to identify the individual or organisation that is associated with it.
This can be provided in varying formats. A UK-based CLI may be formatted as:
+4407123456789
4407123456789
07123456789
7123456789
TIP
A supplier will often stick to one format of CLI, so you shouldn't need to cover all bases.
There are two methods of adding CLIs to your customers on Billingbooth, singularly or via bulk import. We'll first go over adding them singularly.
Adding a CLI to a single customer
To get started setting up a customer's CLIs, click the Customers menu item in the left-hand navigation, then under the Customers sub-menu click Customers.
This will take you to the Customers listing screen which shows you all the customers you have set up already.
Click the customer you wish to add a CLI to, this will take you to the Customer Overview screen.
From the Customer Overview screen, click the Configuration top-navigation menu item and select Caller Line Identifiers from the drop-down.
This will take you to the Line Identifiers screen for the applicable customer.
Click the Add Line Identifier button at the top-right of the screen to proceed.
General
| Field | Description |
|---|---|
| Line Identifier | Enter the line identifier itself here. |
| Description (Optional) | A description of the CLI, this can be used to help identify who the line belongs to, for example: Reception Desk |
| Type | The type of Line Identifier you're adding. This field is for your own clerical purposes more than anything, there's no logic behind it, so don't worry if none of the options are an ideal match. |
| Cost Centre | If this customer has any Cost Centres set up, this field will appear. Select which cost centre this CLI belongs to or leave it as the default None option. |
Billing
| Field | Description |
|---|---|
| Exclude from billing | If this is checked, any CDR charges associated to this CLI will be matched to it but will not be billed. |
| Spending Cap (Optional) | A spending cap to assign to this CLI. If the spending cap is met when associating CDR charges to this CLI, the customer will stop being charged for anything past the cap for this CLI. You, as the reseller, will still incur the full costs of the units used thereafter. |
Once you're done, all that's left is to click Create, which will add the CLI to your customer and take you back to the listings screen.
Importing CLIs
If you have a significant amount of CLIs to add to a range of customers, it may be worthwhile to import them in bulk instead of adding them singularly.
To get started setting up a customer's CLIs, click the Voice, Data & SMS menu item in the left-hand navigation, then under the General sub-menu click Caller Line Identifiers.
This will take you to the Caller Line Identifiers listing screen which shows you all the CLIs you have set up already spread across all your customers.
You can use the Type, Exclude From Billing and Search options to filter through the listings.
To continue importing CLIs, click Import CLIs button at the top-right of the screen.
You should now find yourself on the Bulk import CLIs screen.
From here you must first click the Download CLI Import Template button, this will download an Excel (.xlsx) spreadsheet.
TIP
The spreadsheet you download has been specially formatted to allow you to add numbers with leading zeroes without fear of Excel's default behaviour to remove them.
Open the spreadsheet and populate the columns with the relevant data:
| Column | Description |
|---|---|
| Customer Name/Reference | The corresponding Customer Name or Customer Reference you have for the owner of the CLI within Billingbooth. |
| Line Identifier | The CLI itself. |
| Description (Optional) | A description of the CLI, this can be used to help identify who the line belongs to, for example: Reception Desk |
| Type | Select from the dropdown the type of Line Identifier you're adding. This field is for your own clerical purposes more than anything, there's no logic behind it, so don't worry if none of the options are an ideal match. |
| Exclude From Billing | Choose from either Yes or No. If Yes is checked, any CDR charges associated to this CLI will be matched to it but will not be billed. |
| Spending Cap (Optional) | A spending cap to assign to this CLI. If the spending cap is met when associating CDR charges to this CLI, the customer will stop being charged for anything past the cap for this CLI. You, as the reseller, will still incur the full costs of the units used thereafter. |
Once you've filled it in and saved the file, you're then able to either drag the file onto the File field on the Bulk import CLIs screen or instead click the File field and browse to the file on your computer.
Once done, click the Upload button, doing this will have Billingbooth first take a look at your file.
If any errors are picked up with your file, Billingbooth will cancel the upload process and inform you what the errors are. You'll need to ensure your file is error-free to upload the CLIs.
Otherwise, if all is clear, you'll get a modal window pop up to let you know the upload was successful before being taken back to the Caller Line Identifiers listing screen.
Moving CLIs
At some point, you may need to transfer CLIs to a specific customer.
To get started moving a customer's CLI to another customer, click the Voice, Data & SMS menu item in the left-hand navigation, then under the General sub-menu click Caller Line Identifiers.
This will take you to the Caller Line Identifiers listing screen which shows you all the CLIs you have set up already spread across all your customers.
You can use the Type, Exclude From Billing and Search options to filter through the listings.
From here, you can either click the Move icon next to an individual listing or select multiple listings using the checkbox to the left of each listing.
Either option will then pop a modal window up, where you can search for the customer you wish to move the CLIs to. Once selected, click the Move button to switch the CLIs across.