Vocivo
Start free trial

Blog Switching systems

Moving from 3CX to Vocivo: a practical checklist

· 5 min read · Vocivo team

3CX and Vocivo both sit between your carrier and your people, so a move is mostly a matter of recreating your setup and pointing the carrier at a new address. This checklist is the one we used with our first customer, and it works for a move from any SIP-based phone system.

1. Write down what you have

  • Every number (DID) and where it rings today.
  • Every extension: person, number, voicemail greeting.
  • Ring groups, queues and IVR menus, including what each digit does.
  • Business hours and holidays.
  • Outgoing caller ID rules: which person or department presents which number.
  • Desk phones you want to keep using.

2. Collect your carrier details

Your trunk moves with you. Note whether it is IP-authenticated or registration-based, the carrier's address and port, the codecs, and how the carrier writes numbers. Our guide to bringing your own SIP trunk lists the exact questions.

3. Solve the port question early

An IP-authenticated carrier sends calls to one address and one port, usually UDP 5060. Two phone systems cannot both hold UDP 5060 on the same address. You have two choices:

  • A second address. Vocivo takes 5060 on a new address while 3CX keeps its own. No outage.
  • A cutover window. Stop 3CX, start Vocivo on the same address, at a quiet time.

Ask your carrier to authorise both addresses at once. Then numbers can move one at a time, and moving one back is a carrier-side change instead of a rebuild.

A registration trunk has no such conflict: it follows its sign-in to any port.

4. Build Vocivo before you move anything

  1. Add the trunk on the SIP trunks screen and deploy the gateway.
  2. Your numbers arrive in inventory unassigned. Give each one its own destination.
  3. Create extensions and invite your people.
  4. Recreate ring groups, queues, menus, hours and holidays.
  5. Set caller ID per number and per person.
  6. Set the calling policy: international calling, allowed countries, blocked prefixes.
  7. Add your sites and emergency callback number for emergency calling.

5. Put Vocivo on everyone's phone

Each person installs the iOS or Android app and scans the QR code from the web app to sign in. Calls ring on the lock screen like any other call, and sessions stay signed in on a phone that is in use.

6. Move numbers and test each one

For every number, record separately:

  • an outbound call connects, and both sides hear each other;
  • an inbound call to that number rings the right place;
  • inbound audio flows both ways;
  • keypad tones work in a menu.

Vocivo's call records measure audio in both directions, so a one-way audio problem shows up as a number on the record, not as a complaint a week later.

7. Keep the old system for a while

Leave 3CX installed until every number has run on Vocivo through a normal working week. If both addresses stay authorised at the carrier, going back is quick.