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๐Ÿ—‚๏ธ Uploadable routing

File-based routing

Some routing changes are too large for the dashboard. Need to update hundreds of PIN codes, replace an entire denylist, load a new set of area code rules, or roll out a complete IVR flowโ€”doing it one by one in the dashboard is not practical.

File-based routing lets you upload a single CSV, TXT or JSON file that replaces or updates your routing configuration in bulk. You prepare the file in a spreadsheet or generate it from your own system, then upload it and changes go live within seconds.

  • Upload CSV, TXT or JSON files
  • Update hundreds of routing rules at once
  • Works with PIN codes, allowlists, denylists, area codes
  • Generate files from your own systems

Benefits of file-based routing

See how file-based routing helps your team apply large configurations in one step and avoid error-prone manual work.

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Bulk updates in seconds

You upload a single file that updates hundreds of routing rules at once, which means you don't need to click rule by rule through the dashboard and changes are ready in seconds instead of hours.

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Works across multiple features

File uploads work for PIN routing, allowlists, denylists, area code routing, postal code routing and complete IVR flows, so the same workflow covers your entire routing configuration.

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Built for automation

You generate routing files from your own systems or scripts and upload them whenever your configuration changes, which is ideal for teams who want to manage routing programmatically.

How file-based routing works

You prepare a file in CSV, TXT or JSON format containing your routing rules. Each row or entry defines one rule, for example a PIN code and its destination, a phone number for the allowlist or an area code and the team calls from that region should be routed to.

You send the file to our fantastic support team, then the system validates the file, reports any errors and applies the changes immediately. You can also export your current configuration as a file, make changes in a spreadsheet and upload it back, giving you a complete edit-export-import workflow.

Applications of file-based routing

File-based routing is handy when you need to make changes that are too numerous for the dashboard. Common examples include loading a new set of PIN codes for a large team, with one row per employee containing their PIN and destination number, or replacing an entire denylist with an updated list of blocked numbers from your internal system.

Area code routing is another common use. If you route calls differently based on the area code the caller is calling from, for example calls with area code 212 to your New York team and area code 415 to your San Francisco team, you then define all rules in one file and upload them together. The same goes for zip code routing, where we ask the caller for their zip code and route the call based on that zip code to the right branch, as well as time-based rules or any configuration with many entries.

Generate files from your own systems

File-based routing pairs well with your own software, since any system that can export data can also produce a routing file. Your HR system exports a list of employees and their phone numbers, then you convert that into a routing file. Your CRM exports a list of VIP customers, which you convert into an allowlist. Your scheduling tool knows who is working, then you generate a routing file that aligns with that.

Because the file formats are so simple (CSV, TXT, JSON), a small script that runs once a day can keep your CallFactory routing synchronized with your internal systems without any manual work.

Validation and error handling

Uploading a file with hundreds of lines can feel daunting, and validation is designed exactly for that. CallFactory checks every file on upload and if a row contains an invalid phone number, a duplicate entry or a formatting error, the system tells you exactly which line has the problem before anything is applied.

You can also test changes by first exporting your current configuration and making a backup, then uploading the new file. If something goes wrong, you upload the backup and you’re back where you started within a few minutes.

Included free with every number

File-based routing is free with every CallFactory number.

This feature is included free with every US phone number or international number.

File-based routing โ€” frequently asked questions

Get clear answers to questions about file-based routing and how it works for your business.

CSV, TXT and JSON, with each of these formats being generated effortlessly by practically any spreadsheet application or script.

PIN codes, allowlists, denylists, area code routing, zip code routing and complete IVR flows, which means any routing configuration with many entries is suitable for bulk upload.

Yes. You export your current setup, edit it in a spreadsheet or text editor and upload the updated file, which gives you a complete edit-export-import workflow.

The system validates every file on upload and if a row contains an invalid entry, the system tells you exactly which line has the problem, without applying changes until the file is clean.

Yes. You generate routing files from your HR system, scheduling tool or other software that exports data, then a simple script can keep your routing synchronized with your internal systems.

Basic spreadsheet skills are enough for most use cases, while generating files from scripts or internal systems requires some development experience. You’ll receive templates and support to get up and running quickly.

As soon as the file passes validation. You upload the file, the system checks it and the new routing is live within seconds.

No. File-based routing is free with every CallFactory number.

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