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Managing Zoom Rooms or SIP/H.323 rooms added to Zoom Phone Follow

Overview

You can integrate existing Zoom Rooms with Zoom Phone, allowing you to make and receive calls using Zoom Rooms. After adding a Zoom Room to Zoom Phone, you can change its settings. You can also add SIP/H.323 devices (also known as Cisco/Polycom rooms) to Zoom Phone.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin permissions
  • Zoom Phone license
  • Zoom Room or SIP/H.323 room set up in the Zoom web portal

Note: If you're managing SIP/H.323, read more about the relevant perequisites, supported devices, and limitations.

Assigning a Zoom Phone license to a Zoom Room or SIP/H.323 room

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Zoom Rooms or Cisco/Polycom Rooms tab.
  4. Click Add.
  5. If you created multiple sites, select the site you want the rooms to belong to.
  6. Beside Zoom Rooms or Cisco/Polycom Rooms, click Choose.
  7. Search for the room you want to assign a license to, and click the checkbox beside the room's name.
  8. Click Save to assign a Zoom Phone license to the selected rooms.
    Each room will be assigned an extension number.
  9. Follow the section below to assign a calling package and direct phone number to the Zoom Room.
  10. (Optional) Change room's phone settings.

Assigning a calling package and direct phone number

Follow these steps to assign a calling package for outbound calls from the Zoom Room or Cisco/Polycom Room you added to Zoom Phone. You can also assign a direct phone number during this process (optional).

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Zoom Rooms or Cisco/Polycom Rooms tab.
  4. Find the room you added a Zoom Phone license to.
  5. Click Assign in the last column, then click Assign Packages.
  6. Click Assign, select a calling package, and click Confirm and Assign Numbers.
  7. If you want to assign a direct phone number to the room, select a phone number and click Confirm. Otherwise, click Skip.
    You can now make and receive calls in the room. For Zoom Rooms, You can also invite participants by phone and call other Zoom Rooms in the same account. Learn more about using phone features in Zoom Rooms.

Removing licenses, calling packages, or phone numbers

After assigning licenses to Zoom Rooms, you can remove licenses to revoke access to Zoom Phone. After removing a license, the license and associated number will be available to reassign. You can also remove calling packages from Zoom Rooms if you do not want them to make outbound calls.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Zoom Rooms or Cisco/Polycom Rooms tab.
  4. Click the checkbox beside each room you want to remove a license or calling package from.
  5. Click Remove at the top of the table and click one of these options:
    • Remove Zoom Rooms / Remove Cisco/Polycom Rooms: Remove Zoom Phone licenses from selected rooms. Click Delete to confirm.
    • Remove All Packages: Remove calling packages from selected rooms. Click Remove to confirm.
      Note: Removing a calling package will also remove any direct phone numbers assigned.
  6. To remove rooms individually, click the more icon (...) in the last column then click Remove to remove the license or click Remove Calling Plan.

Batch assigning licenses and calling packages to existing Zoom Rooms

Follow these steps if you need to assign more than 100 Zoom Phone licenses to existing Zoom Rooms.

Note: Make sure you have Zoom Rooms set up. See Getting Started with Zoom Rooms for more information.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Zoom Rooms tab.
  4. Click Import.
  5. If you created multiple sites, select the target site you want the Zoom Rooms to belong to.
  6. Click CSV Sample to download a sample CSV file and view the required fields.
  7. Fill out the fields using the CSV sample.
    Note: Do not delete the first row with the field names.
  8. Click Upload CSV and select your completed CSV file to start the batch process.
    Note: If there's an error in one or more fields, the batch process will not complete. You will have these options:
    • Click Details to see a description of fields that were not filled in correctly.
    • (If applicable) Click Ignore Issues and Upload Others to continue the batch process. Any rows in the CSV with errors will not be imported. You won't see this option if all rows have errors.
    • If all rows in the CSV have errors, the batch process will not complete. Click Reupload after you fix the CSV file.
    • Click Close to cancel the batch import process.
  9. Click Close if the batch process is successful.

Batch updating existing Zoom Rooms

You can batch update existing Zoom Rooms if you want to update Zoom Rooms' calling package, site code, extension, or direct number.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Zoom Rooms tab.
  4. Click Export at the top of the user table to export a CSV file of existing Zoom Rooms added to Zoom Phone.
  5. Use the exported CSV file to review settings and change them as needed. Alternatively, you can delete any entries that do not need to be updated, then select an option to copy settings from another user during the batch update process below.
  6. Click Import.
  7. Click the Update Zoom Rooms tab.
  8. If you created multiple sites, select the target site you want the Zoom Rooms to belong to.
  9. Click Upload CSV and select your completed CSV file to start the batch process.
    Note: Click CSV Sample to download a sample CSV file and view the required fields.
  10. Click Close if the batch process is successful.