Geo Routing - Bulk Configure Zip Codes

I'm working on setting up Geo Routing for about 70 locations. I was able to get them into the CSV format and imported using the bulk setup, but I don't see any option to configure what happens on each location branch (beyond setting the transfer number in the CSV). For example: I would like to tag the calls by market to be able to more easily report on outcomes. We may also have certain Zip code groups that need to route to a Queue instead of a phone number.

Is it possible to edit the flow for each Location after using bulk import? Or do I need to manually create each Location to get this functionality?

Steps 14 & 15 of the Bulk Configure Geo-Routing suggest that after importing it is possible to edit the steps:

  • 14. The zip codes or area codes from your CSV file will automatically populate in your geo-routing step.

  • 15. Choose how you'd like to route calls to a location.



1 comment
Date Votes
  • Hey Kyle!

    I apologize for not getting back sooner. I wanted to double check with the product manager before I answered. 

    The bulk setup does not allow for editing steps for each location. You will have to use the manual setup if you'd like to use steps others than routing to a destination number for each location.

    I agree, the help article is misleading, so I'm getting that edited right away. 

    Thanks for bringing this to our attention, and let me know if you have any other questions! 


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