Create a Customer Service Records (CSR)
Written by Marissa Orsini
Updated at March 30th, 2026
Table of Contents
Scope
Intended Audience: White Label Partners
When a customer is leaving the service their new carrier may require a CSR. The following steps will show how to create a customer service record for the customer. White Label Partners are responsible for creating their own CSRs for end users.
Requirements
- Account number
- List of phone numbers
- PIN (optional)
CSR Details
Provide the details below. Make sure to add the heading Customer Service Record
- End User Name or Business: Your client’s business or end user name
- Authorized User Name: The person who you are in contact with your client.
- Service Address: Current address business address of the client. Not PO box.
- Account Number: Whatever account number you assigned in your billing system. This should be listed on the invoice to your customer. If you do not use account numbers, you can make one up
- PIN: Obtain this from our Porting Department by sending the list of numbers to ports@oit.co
- Clear to Port Away: Do you authorize the Port Out?
- Contract Status: This is optional, but recommended to fill out
- Phone Numbers: List all phone numbers on the account. do not forget to list Toll-Free and fax numbers
