Ooma Office Texting Integration


What is Ooma Office?

Ooma Office is a business phone, video and messaging service that helps business owners communicate and collaborate with their employees and customers from anywhere with seamless continuity.

How do I set up an Ooma Office account?

Step 1: Go to Ooma's website to create an account. 
(Note: You will need an Ooma Office Pro Plus account for this integration)

Step 2: Once you set up a Ooma account, you'll then need to register your Brand and a Campaign. 

Step 3: Once your brand is approved, admins using Ooma Office can find the app on the Ooma apps portal and enable it for their accounts to begin utilizing the integration

Step 4: On the Account Information page (Agency Owner/Account Manager role only), you will see the option to choose Ooma Office from the Texting Provider drop down. 

Select Ooma Office as your text provider, then click Connect Your Account. This will prompt you to log-in to your Ooma account to connect it. 

Note: Make sure you log in using your user password, not admin password

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IF USING ONE TEXTING NUMBER TO TEXT FOR THE ENTIRE AGENCY...
 

Step 5: Once your account is connected, type in the Ooma number you want to use for texting. Save.

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IF USING INDIVIDUAL TEXTING NUMBERS FOR ENTIRE AGENCY....

Step 5: Once your account is connected, choose "Use Individual Texting Numbers". 

Step 6: Each team member will need to navigate to their My Account Settings page in MVP. On the My Account Settings page, click Connect Your Account under Ooma Office Settings.

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Step 7: After you have logged into your Ooma Office account, type in your individual texting number into the Ooma Office Texting Number box. 

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Step 8: Click Update at the bottom of your Account Settings page.

 

Oooma Support Phone: 866-939-6662

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