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Switching from Dialpad: annual terms, a 3-day refund window and your port-out PIN
Updated Oct 6, 2026
Generate a port-out PIN at dialpad.com/portout and give it, with your Company ID, to the new provider, which requests the port. Before that, ask Customer Care to enable recording and voicemail exports. Refunds apply only within 3 days of a charge. Annual plans owe the rest of the year. Export before cancelling: the terms say account data is deleted on termination.
The steps
- Step 1 · Notice at least 30 days before the term ends · The rest of the annual term plus any disconnection fee
Check your term end and notice date
Plans renew for the same length unless you notify customer service at least 30 days before the term ends. Annual plans owe the rest of the year if ended early.
source - Step 2 · not stated on its pages · not stated on its pages
Ask Customer Care to enable recording and voicemail exports
The recordings, voicemail and text-log exports are off by default.
source - Step 3 · Within your plan's access window (45 days to one year) · not stated on its pages
Export call logs, recordings and voicemails
Exports arrive as a CSV download link by email; recording and voicemail exports link to mp3 files.
source - Step 4 · not stated on its pages · not stated on its pages
Generate a port-out PIN
At dialpad.com/portout enter the number to get a PIN; every number you port out shares the same PIN. The account number is the Company ID on your invoice.
source - Step 5 · 5-10 business days at RingCentral · RingCentral covers the cost of negotiating the transfer
Request the port at RingCentral (or Nextiva or Zoom Phone)
RingCentral uses a digitally signed letter of authorization in your online account and needs a paid account. Nextiva publishes Dialpad-specific steps.
source - Step 6 · not stated on its pages · No refund after 3 days from the charge
Cancel Dialpad after the port completes
Monthly plans with 10 licenses or fewer cancel under Billing Summary; annual plans or more than 10 licenses go through Customer Success.
source
Carries over
- Your numbers, with a PIN you generate yourself
- Analytics reports as CSV
- Recordings and voicemails as mp3 links, once exports are enabled
- Text logs, once that export is enabled
What you lose
- Anything past your plan's access period (45 days on some plans)
- Unused months of an annual plan: no refund
- Charges older than 3 days: no refund
- Some export options on the Standard plan, which Dialpad limits
Where to switch to
| Destination | Price from | Visit |
|---|---|---|
| RingCentral RingEX No affiliate relationship | $20 per month | Visit RingCentral RingEXOn ringcentral.com |
| Nextiva Business Phone Service No affiliate relationship | $15 per month | Visit Nextiva Business Phone ServiceOn nextiva.com |
| Zoom Phone No affiliate relationship | $10.50 per month | Visit Zoom PhoneOn zoom.com |
Leaving Dialpad is mostly self-serve: you generate your own port-out PIN, and small monthly accounts can cancel from the admin settings. The catches are the annual term, a short refund window and exports that are switched off until you ask. Facts below come from each company's own pages, read Sep 30, 2026. For porting in general, see keeping your business number.
Check your term and refund
Dialpad's terms renew every plan for the same length unless you tell customer service at least 30 days before the term ends. On an annual plan, ending early leaves you responsible for all charges for the rest of the annual term, plus any disconnection fee. Its refund FAQ gives a refund only if you cancel within 3 days of the charge; at 4 or more days into a monthly cycle there is none, and annual plans don't qualify. So time the move for the end of a term. Our guide to contracts and cancelling compares these terms.
Export first, and ask early
Dialpad's analytics export sends reports as a CSV download link by email, and reports can be scheduled. The recordings export, voicemail export and text-log export are not enabled by default: Customer Care has to switch them on, so ask before you start. Standard plan users get a limited set of export options. The data retention page says the access period ranges from 45 days to one year depending on the plan, and that data is deleted 180 days after the account is canceled. The terms give no period: account information is deleted on termination under the privacy policy. We use that worse reading: export before you cancel.
Port your numbers out
The new provider requests the port. Dialpad's port-out article has you go to dialpad.com/portout, enter the number and get a PIN generated automatically; every number you port out shares the same PIN. The account number the new provider asks for is the Company ID on your invoice. Don't cancel Dialpad until the new provider has the numbers. Dialpad's pages name no port-out fee and give no port-out time.
Where to port
- RingCentral takes port requests in your online account with a digitally signed letter of authorization, and only to an active, paid account. Its porting FAQ says 5-10 business days, and 10-15 business days for landlines from smaller carriers. RingCentral covers the cost of negotiating the transfer, and the old service keeps working during the port if you make no account changes.
- Nextiva publishes Dialpad-specific steps: submit a recent Dialpad bill, the transfer PIN and a signed letter of authorization in the Nextiva admin portal, and its porting team coordinates with Dialpad's carrier. Its porting article gives 5–10 business days, or 2–4 weeks with rejections, and Nextiva doesn't charge to port in.
- Zoom Phone needs a license for each number before the port. Its porting guide gives 4-21 days for 99 numbers or fewer in North America, and names no port-in fee.
Cancel last
On a month-to-month plan with 10 licenses or fewer, cancel in Admin Settings under Billing Summary. Annual plans, or more than 10 licenses, go through the Customer Success Team.
Who should move now
Monthly customers can leave at any point in the cycle, though the charge already taken won't come back after 3 days. Annual customers pay out the year either way, so plan the port for the renewal date. Compare destinations in the business phone systems ranking.
