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How do I import and export a dial plan?

Export a dial plan to allow you to download an .xml of your dial plan and then upload it into another phone system. This saves you from having to recreate a dial plan multiple times for each system and can be used to backup a dial plan before you make changes to it.

Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. The article below is meant for admins who use PBX Administration (classic) at https://my.jive.com/pbx. If you're an admin who uses GoTo Admin at https://admin.goto.com, please refer to: How do I manage my dial plans?
Attention: There is a new version of this visual dial plan editor in GoTo Admin with many new and improved features! Even if your account uses PBX Administration (classic) you can still use the new and improved dial plan editor by signing in with your admin credentials at http://admin.goto.com and selecting Phone system > Dial plans.
Before you begin: You must be assigned the Admin or Super admin role to perform this task.

Export a Dial Plan

  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Dial Plans in the left navigation menu and then select Dial Plan Export Icon for the dial plan you would like to export.

Import a Dial Plan

  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Dial Plans in the left navigation menu and then select Import Dial Plan.
  3. Choose the exported dial plan (.xml) from your computer.

    Result:

    • The imported dial plan will appear with the same name, followed by “new version”. You can select Admin Portal Edit Icon to change the name.
    • Proprietary options, like sound clips, are removed so only the nodes and connections remain once imported.