SMS Connector Installation Step-by-Step Guide

  • Updated on Jun 17, 2025
  • Published on May 22, 2025
  • 3 minute(s) read
Prev Next

This article is a step-by-step guide to the initial provisioning of the ConnecttoTeams SMS Connector.

Note to the Reseller

This article is applicable to you when you need to set up the SMS Connector for your enterprise customer.

All mentions of “Service Provider” in this article refers to you, the Reseller.

Setting Up the SMS Connector for an Enterprise

Setting up a SMS Connector involves the collaboration of the Service Provider and the Enterprise Admin with Global Admin role in Teams Admin Center. Some tasks can be delegated to non-Global Admins, but due to Microsoft’s security policies there is no way to complete setup without the Global Administrator’s initial involvement.

Instructions for the Service Provider

Carry out the following steps in the ConnecttoTeams Service Portal.

  1. Configure the enterprise for SMS service.

    -  For a new enterprise, add the enterprise with SMS service included. In the Registered Email ID field, supply the Microsoft Global Administrator’s email address. The Global Admin will receive the invitation email which contains instruction with a with a link to start the set-up process.
    -  For an existing  new enterprise,     edit the enterprise to add “SMS” to the Service field.

  2. Review your SMS App Template. This is for the case when you want to update your default SMS App Template for all your enterprises.

  3. For the target enterprise, customize in App Management and save the SMS App settings for the enterprise. This prepares the app for the deployment by the Global Admin, which is included in the steps presented in the next section.

  4. Configure SMS Carrier Profiles and assign applicable profile/s to the enterprise.

  5. If the underlying SMS provider is any of these SMS providers - Netsapiens, RingLogix, United Cloud, Viirtue, configure the SMS domains for your enterprise.
    Skip this step if the SMS provider is not one of these providers.

  6. If Reseller is providing SMS phone numbers to enterprise, you may upload new phone numbers with SMS capability or edit existing phone numbers to add SMS capability. Review the phone numbers that they are configured with the correct SMS Carrier Profile having the correct API credentials and assigned to the target enterprise.

Instructions for the Enterprise Admin

  1. In Teams Admin Center

    1. Enable the Messaging Policies for SMS and Chat Apps

    2. Ensure you have custom apps enabled for Teams

  2. As a Global Admin, follow the instruction in your received invite email. Clicking COMPLETE button will ask you to grant permissions. With your Global Administrator credentials, proceed to log in to either the Messaging Portal if you are using the messaging service only or the Enterprise portal if are using the calling services too. There are two permission screens that are mandatory and will need to be granted before the enterprise can log into ConnecttoTeams.

  3. Sync your user groups.

  4. If allowed by reseller to upload phone numbers, upload phone numbers with SMS capability.

  5. Configure your intended SMS users individually or in bulk, and any SMS Groups as needed, and assign them their respective SMS phone numbers. These tasks can be delegated to non-Global Admins.

  6. Deploy and sync the SMS Connector app.

  7. Once the SMS App sync is completed as shown in the Enterprise Dashboard, proceed to ask your MS Teams users to add the SMS Connector App into their MS Teams client.

  8. Navigate to the SMS > SMS Domains page. You won’t see this page if your underlying SMS Provider does not require you to configure this.
     


    Ensure that the setup to get inbound messages is active by verifying that the Subscription ID and Date Subscribed are filled and that the Expiry Date is a future date.
    Otherwise, reach out to your Service Provider to troubleshoot the issue.

  9. Direct your users to the user guides for the SMS Connector App.

  10. You may find the need to disable SMS for a user or unassign phone numbers from users. Every time there is change for phone number assignment and SMS user assignment, sync the SMS Connector app.

Note to the Service Provider

Still having trouble? Submit a help desk ticket through the Enterprise Portal.

Troubleshooting Issues

There may be issues with the deployment of the app. Review the troubleshooting guides for app deployment issues here.

Suggested Further Reading

  • For the step by step guide for configuring PBX Connector app, click here.

  • For the step by step guide for configuring SIP Trunk Connector app, click here.

Related articles