Doc Summary
Prerequisites #
Before you begin, make sure: #
- You have access to the Twilio account that currently owns the number.
- You have the Twilio Account SID and Auth Token for both the source and destination accounts.
- You have appropriate permissions in Aiphilia to manage sub-accounts.
- If you are transferring from a third-party CRM, you can retrieve the Number SID.
Porting Checklist at a Glance #
| Step | What You Need | Where to Find It / How to Get It |
|---|---|---|
| 1️. | Losing Account SID | Ask your client or the provider of the current Twilio account holding the number OR if the account is your own follow the doc given in step 2. |
| 2️. | Gaining Account SID (Sub-account SID) | In Aiphilia, go to Agency View > Settings > Phone Integration > Sub-Account Settings, then click the pencil icon next to the sub-account receiving the number. |
Step-by-Step: Import Twilio Numbers into Aiphilia
Step1: Confirm It’s a Twilio Number #
- If Yes → Continue to Step 2.
- If No, how to port a Phone Number to Twilio here
#
Step 2: Move the Number to Your Twilio Account #
If the number is in your client’s Twilio account, you’ll need to transfer it into your agency’s Twilio account. #
- Use Twilio’s Transfer Number API or contact Twilio Support.
- Once the number appears in your Twilio console, you’re ready to assign it in Aiphilia.
how to move Twilio numbers from your client’s Twilio account to your own Twilio account here.
After you’ve obtained the losing Twilio Account SID, follow the steps below to find the gaining SID for the sub-account that will receive the number:
Step 3: How to Locate the Gaining Account SID: #
- Click on the sub-account name in the top-left corner, then select Switch to Agency View.
- Under the agency view, navigate to Settings > Phone Integration.
- Here, you’ll find the master Twilio Account SID associated with your agency.
- Click on Sub-Account Settings, then click the pencil icon next to the sub-account you want to move the number to.
- The Account SID displayed here is the gaining SID for that sub-account.
- Click on Update Credential if you need to enter or update the Twilio Account SID and Auth Token for that sub-account.
Switch to AGENCY View from Top Left corner
Go to Agency Settings
Click Phone Integration
Under Agency Settings you’ll find Master Account SID for Agency
Click on Sub Account Settings
Search for Gaining Sub Account here and click on Pencil icon / 3 dots.
You will Find Account SID here, this is your Gaining Account SID where you want to Import numbers to.
Once you have Gaining Account SID from GHL and Loosing Account SID from Twilio account
Go ahead and raise the request to Twilio support.
✅ Moving Twilio Phone Numbers to another Twilio Account.
Frequently Asked Question #
Q: How do I move a Twilio number from another CRM into my Aiphilia-connected Twilio account?
A:If your Twilio number is currently managed by another CRM, start by retrieving the Twilio Number SID from the other CRM provider (or ask your client to provide it). Log into the Twilio account that’s connected to your Aiphilia agency, then use Twilio’s number transfer process—either by using the Transfer Number API or by contacting Twilio Support—to request a reassignment of the number into your account. Once the number appears in your Twilio console, go to Agency View > Settings > Phone Integration in Aiphilia. From there, assign the number to the appropriate sub-account and confirm that it appears in that location’s Phone Numbers settings.
Q:What should I do if I don’t see my number after completing all the steps?
A:If everything IS followed correctly and the number still isn’t visible, please Contact GHL support for assistance.
Provide them with:
- The phone number you’re trying to move
- The losing SID and gaining SID
- Any error messages or confirmation emails from Twilio
