Provider Rate Cards¶
Management Provider Rate Cards
Provider Rate Cards determine routing and billing for calls being placed by customers. Before configuring Provider Rate Cards, we suggest you review Rate Card Overview then Rate Card Setup in the ConnexCS Video Guide.
Name: Click the name of the provider to see individual rate card and management options. (If a Rate Card name shows a yellow warning or red alert, these will indicate details about the card. It may be stale or have some sort of error.)
Direction: Cards are either Termination (calling out to PSTN) or Origination (DID numbers receiving calls from PSTN). Termination is the most common type of card used by ConnexCS customers.
Company: Refers to the Provider, or Carrier, that the card is configured to use.
Currency: The currency for the provider's region (typically USD, EUR, or GBP).
?: Lists dependent Child (or Customer) Rate Cards, which will be impacted by any changes made to the parent card. Click on the Child Card to view the configuration.
ID: A system identifier that acts as a placeholder and prevents confusion between similarly named items.
Rule Count: The number of rows in the Rate Card.
Provider Rate Card Management¶
Bulk Edit Select one or more Provider Cards and click
Bulk Edit to modify multiple cards for settings such as Force Presentation, Dialing, Direction, and Billing Precision.
Delete - Delete a Provider rate card by selecting its name from the list and then clicking the trash bin icon.
Add New Provider Rate Cards¶
Once created, new Provider Rate Cards are completed by either adding rows manually or uploading an existing file.
- Click the
- Complete desired fields. (For details, see Provider Rate Card Settings below.)
- From here, you may add the Provider Rate Card manually or perform a Bulk Upload.
Option 1: Manual add
To manually add Rate Card rows, select
Create Draft then add/modify/delete desired rows.
Option 2: Bulk Upload The preferred method for adding a Rate Card is to import/upload it:
- Click Bulk Upload > Upload.
- Select the file, typically sent by the Provider in CSV format (if not provided as CSV, must be converted before proceeding).
- Right-click on the first row of data and select "Set Start Row".
- Right-click and map the columns. It is important to map all fields based on the Rate Card columns. For example:
- Col 1 - Prefix
- Col 2 - Name
- Col 3 - Cost
- Select Upload to Sever and confirm upload.
- Select whether to make this active immediately
Manually generated cards
When users create Provider Rate Card CSV files manually in Excel (rather than generating them from a rate card management system) errors such as empty rows or duplicate prefixes may be introduced which could cause the file upload to error.
Provider Rate Card Settings¶
Bulk Upload Upload the Provider Rate Card using a CSV file, typically provided by the carrier.
Email Enter an email address where the CSV file will be sent.
Audit Log Review any changes made to the card settings.
- Revision: List all versions of changes on the card.
- Create Draft: Create a blank revision to manually add all prefixes and rows. This will only contain rows added manually, none of the previous revision is retained.
- Edit Revision: Make inline edits to the current revision. Upon
Save, you can select to make this new revision Active. This will keep previous revision plus and changes that were made.
- Delete Revision: Select a revision to delete.
- Download: Download a CSV file of the Rate Card.
Prefix and Billing Columns¶
Prefix: The part of the dialed number which will match to trigger use of the card.
Name: Optional name for the card.
Cost (or Indeterminate): Refers to international calls, Toll Free (800, 888, etc) numbers, or anything else that isn't classified as Inter or Intra.
Intra (US Only): Refers to IntraState dialing (calls between numbers in the same state) and the cost of a call from this prefix to a number in the same state.
Inter (US Only): Refers to InterState dialing (calls between numbers in different states) and the cost of a call from this prefix to a number in a different state.
Billing: Call will be billed based on the MCD (Minimum Call Duration) and Pulse, represented as x/x. Each call using this Rate Card will be rounded up to MCD, then in increments of Pulse. Call durations will be rounded up based on these settings, then that new duration is what will be billed.
MCD is set to 30 and Pulse is set to 6. The Billing column shows 30/6.
|Call Duration||MCD?||Pulse||Billed Duration|
|1 sec||round up to 30||n/a||30 sec|
|20 sec||round up to 30||n/a||30 sec|
|30 sec||round up to 30||n/a||30 sec|
|31 sec||met||6||36 sec|
|35 sec||met||6||36 sec|
|36 sec||met||6||36 sec|
|37 sec||met||6||42 sec|
Rate Connect: One-time (per call) charge for connecting the call, triggered upon
SIP 200OK and
Status: Indicates a call that has been blocked
Dependent Cards: Customer cards that use the selected Rate Card. Changes to the Provider Rate Card will be applied to each dependent card.
The Revision tab displays up to 8 most recent changes made to a rate card. The two most recent revisions will be available as Active or Inactive, the rest will be in Archive state.
To change Revision status:
Archivenext to the Revision to send it to the Archive. This may take a few minutes.
Inactiveto make that version Active. This may take a few minutes.
- Use the "Date Live" function by the Revision to set a future date to make the revision Active.
- Name (Private): The name of the card, this will only be seen within the ConnexCS Control Panel (not visible to end-customers).
- Carrier: Select the carrier associated with this card.
- Currency: The card will be billed with this currency.
- Name (Public): (Optional) Allows you to display an alias or pseudonym for the carrier.
- Tech Prefix: Appended to outbound calls, this should be unique per carrier so it can allow route manipulation.
- Force Presentation: Determine how many rows to display for rates:
|Option||Example||Usage||# of Rows in table|
|Single Rate||0.0007||Usually a UK Landline||1|
|IntER/IntRA||1 (NPANXX)||Refers to Interstate and Intrastate calling for USA dialing||2|
|IntER/IntRA/Indeterminate||1 (NPANXX)||Indeterminate indicates that call is between a USA number and another country||3|
- Dialing: Select whether to bill based on the carrier of the Dialed Number or using an LRN Database (US only). The LRN (Local Routing Number) identifies the switch for a number and is used to determine billing for a call. When a number is ported from one provider to another, the billing may change based on the new carrier. An LRN dip will correct any pricing discrepancies between the original and new carriers. This helps to reduce billing costs. If the customer wants to do single rates they may not want to do the LRN dip.
ConnexCS LRN Database
ConnexCS maintains an inhouse LRN database. This ensures a quick response time and the rates are update daily. There are no charges associated with using this service, so customers have unlimited dips into the database.
- ASR+: Filter known failed non-existent/working numbers. See ASR Plus Details for additional information.
- Direction: Configure the card as Termination (calling out to PSTN) or Origination (DID numbers receiving calls from PSTN). Termination is most common.
- Billing Precision - Round billing on a card to the specified decimal point (typically set to 4).
- Rounding Method: Specify how to handle the n+1 digit (e.g if your card is billed to 4 decimal places, this cares about the 5th digit). For our example: 0.12345 (rounded to 4 decimal places):
|Up||Rounded up regardless of n+1 digit (0.1235)|
|Down||Rounded down regardless of n+1 digit (0.1234)|
|Half-Up||Values 5-9 are rounded up (0.1235)|
|Half-Down||Values 0-5 are rounded down (0.1234)|
- Duration Rounding: The same rounding options but for the call duration.
- Public Options: Choose what can be done with the card information: viewed via HTML (on a web page), download CSV (a spreadsheet), and whether to list the rate card in the customer portal (customer can view cards not currently on their account and select them for use). (Note: API Querying is no longer available.)
- CLI Restrict: Enable Call Line Identification (CLI) restriction(s) using regular expressions to set valid number formats. See CLI for additional details.
- SMS URL: not in use
- Default RTP: If set, and the customer adds the route themselves, then this will be used. Otherwise, this is an unused setting.
- Capped Rate: Block calls above the set price.
- Block Connect Cost: Disable/enable the per call connection cost across the carrier.
- Flow Speed (CPS): Set the number of Calls Per Second are allowed on this card.
- Channels: Set the number of concurrent active calls are allowed on the card.
- Delayed Bye: On Termination rate cards, add the specified duration (in seconds) to the end of each call. This is helpful in situations where a contract with a carrier specifies a minimum duration call but you have customers that routinely do very short duration calls. This feature should only be used along with full disclosure to both the customer as they will be billed for additional duration. Failing to notify the customer of this is considered Late Disconnection FAS (False Answer Supervision).
Private Notes not visible to the end Customer. Not typically used on Provider Rate Cards.