Managing Zoom Rooms Added to Zoom Phone Follow

Overview

You can integrate Zoom Rooms with Zoom Phone, allowing you to make and receive calls using Zoom Rooms.

This article covers:

Prerequisites

  • Pro, Business, or Education account
  • Account owner or admin permissions
  • Zoom Phone license

Assigning a Zoom Phone License to a Zoom Room

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. Click Phone System ManagementUsers & Rooms.
  3. Click the Zoom 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, click Choose.
  7. Search for the Zoom Room you want to assign a license to, and click the checkbox beside the Zoom Room's name.
  8. Click Confirm.
  9. Click Save to assign a Zoom Phone license to the selected Zoom Rooms. Each Zoom Room will be assigned an extension number and appear in the Zoom Rooms tab in the Users & Rooms page.
    Note: To edit a room's extension number, you have to change its settings.
  10. Follow the section below to assign a calling plan and direct phone number to the Zoom Room.

Assigning a Calling Plan and Direct Phone Number to a Zoom Room

Follow these steps to assign a calling plan for outbound calls from the Zoom Room. You can also assign a direct phone number during this process (optional).

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementUsers & Rooms.
  3. Click the Zoom Rooms tab.
  4. Find the Zoom Room you added a Zoom Phone license to.
  5. Click Assign Calling Plan in the last column.
  6. Select a calling plan and click Confirm and Assign Numbers.
  7. If you want to assign a direct phone number to the Zoom Room, select a phone number and click Confirm. Otherwise, click Skip.

    You can now make and receive calls in a Zoom Room. 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 Plans, or Phone Numbers from Zoom Rooms

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 plans from Zoom Rooms if you do not want them to make outbound calls.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementUsers & Rooms.
  3. Click the Zoom Rooms tab.
  4. Click the checkbox beside each Zoom Room you want to remove a license or calling plan from.
  5. Click Remove at the top of the table and click one of these options:

    • Remove Zoom Rooms: Remove Zoom Phone licenses from selected rooms. Click Delete to confirm.
    • Remove All Calling Plans: Remove calling plans from selected rooms. Click Remove to confirm.
      Note: Removing a calling plan will also remove any direct phone numbers assigned.
  6. To remove Zoom Rooms individually, click the more icon (...) then click Remove to remove the license or click Remove Calling Plan.

Changing Settings

Note: There are also global phone settings, and policy settings that enable or disable certain phone features.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementUsers & Rooms.
  3. Click the Zoom Rooms tab.
  4. Click the name of the Zoom Room you want adjust settings for.
    You will see the following information and options in the Profile tab:
  • Site (only visible if you have multiple sites): Displays the site that the Zoom Room belongs to. Select another site using the drop-down menu to move the room to another site.
  • Extension Number: Click Edit to change the extension number assigned to the Zoom Room.
    Note: Some extension numbers are reserved and cannot be used. Extension numbers can be up to 6 digits. If you have multiple sites and enabled site codes, extension numbers can be 2 to 5 digits and site codes can be 1 to 2 digits.
  • Number(s): Click Assign to assign direct phone numbers to the Zoom Room. If you don't see this setting, you need to assign a calling plan (see below).
  • Calling Plan(s): Click Assign to add a calling plan for outbound calling. Click × to remove a calling plan.
  • Emergency Address: Click Manage to edit the emergency address assigned to the common area. If you have multiple sites, you can select any address assigned to the site or the site's default address.
  • Outbound Caller ID: Use the drop-down menu to select the caller ID number when making outbound calls from the Zoom Room.
  • Country: Display the country of the room's emergency address. The country determines the reserved extension numbers that you cannot use for the room.
  • Area Code: Click Set or Edit to change the default area code for outbound calling.

Batch Assigning Licenses and Calling Plans 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. Click Phone System ManagementUsers & 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 plan, site code, extension, or direct number.

  1. Sign in to the Zoom web portal.
  2. Click Phone System ManagementUsers & 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.
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