sonarsoftware Knowledge Base

Child Accounts: Best Practices & How Tos

Published March 7th, 2025 by Mitchell Ivany

Adding A Child Account In Sonar Adding a child account is a way of connecting one or more accounts together within Sonar, and this results in the parent account becoming responsible for all future invoices generated on the child account(s). A child account can only have one parent, but a parent account can be linked to multiple child accounts. This

Getting Started With Jobs

Published February 19th, 2025 by Mitchell Ivany

Jobs Overview This article is an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields and actions available within this view. Job Types: Best Practices This article provides an explanation of what job types are, how you can begin using them, and takes you through the process of creating one. Example Jobs &

Creating a New Account

Published March 7th, 2025 by Mitchell Ivany

To provide service to your customers within Sonar, an account needs to be created for them. This account allows for the assignment of a serviceable address, the assignment of network inventory, and the assignment of services. In this article, we'll be going over the process of creating a new account, the fields you can fill out, and the basics of de

MikroTik as an Inline Device: Integration With Sonar

Published March 15th, 2025 by Mitchell Ivany

This integration is only supported for RouterOS firmware from MikroTik's Long-term release tree, and we cannot guarantee that other firmware versions will integrate successfully. If you've spent time reading the MikroTik: Setting Up a Sonar Controlled DHCP Server, you may have some familiarity with using a MikroTik device with Sonar already. While

Getting Started With Jobs

Published February 19th, 2025 by Mitchell Ivany

Jobs Overview This article is an in-depth guide to the Jobs view within your Sonar instance, providing insight on the fields and actions available within this view. Job Types: Best Practices This article provides an explanation of what job types are, how you can begin using them, and takes you through the process of creating one. Example Jobs &

External Marketing Providers

Published March 12th, 2025 by Mitchell Ivany

MarketBroadband.com is currently the only external marketing provider that can be integrated within Sonar. What is MarketBroadband? MarketBroadband is an external marketing provider that Sonar offers the ability to integrate with. They are a marketing and fulfillment firm that specializes in multichannel marketing for ISP's; this can include anyth

Future Serviceable Addresses: Overview

Published March 7th, 2025 by Mitchell Ivany

Future Serviceable Addresses in Sonar allow you to schedule a target date for a new or current subscriber to take over a currently assigned Serviceable Address. This allows you to schedule a job for the subscriber's Account without the Serviceable Address actually being assigned to the Account yet. Permissions As always, to ensure the relevant users

Customizing Your Customer Portal

Published March 14th, 2025 by Mitchell Ivany

Disclaimer: Sonar provides a pre-built customer portal, however, we understand that you may have a desire to alter or customize it to suit your business needs. Because of this, we provide information within this article on how you can go about doing so, if required, and provide access to the Sonar Customer Portal code repository so that you can fork

Canadian ACH tool

Published March 14th, 2025 by Mitchell Ivany

For ACH submissions in Canada, the routing number is derived from: The Institution ID (0YYY) The Transit/Branch number (XXXXX) When setting up the routing code in Sonar, the format must be entered as 0YYYXXXXX. The Conversion Tool below will format it as such. For more details and examples, see banks-canada.com. Conversion Tool Replace the sample be

Taxes Setup

Published March 15th, 2025 by Mitchell Ivany

As taxes are created, they must be applied to services before they'll generate any charges. The charges they generate will automatically be added to the price of the service, and will be invoiced alongside it. Tax Exemptions, Geographical Tax Application, and Tax Overrides can all complicate the application of taxes with Sonar. For a simpler, but ju

Applying Task Templates to Jobs

Published March 13th, 2025 by Mitchell Ivany

If you are not already familiar with tasks and task templates, please review the following articles, as preliminary setup will be required to use the information contained within this article: Notes & Tasks: Best Practices & Use Cases Task Templates Overview & Use Cases Tasks on a Job Task Templates exist to provide guidance and instru

sonarPay Disbursements: Overview

Published March 13th, 2025 by Mitchell Ivany

sonarPay offers the ability to view and track the status of your disbursements pending the transfer to your bank account within your Sonar instance. Permissions To view sonarPay disbursements within your instance, the corresponding role permission must be enabled first. Please take a moment to review this permission, and ensure that the relevant rol

MikroTik: Setting Up a Sonar Controlled DHCP Server

Published March 15th, 2025 by Mitchell Ivany

This integration is only supported for RouterOS firmware from MikroTik's Long-term release tree, and we cannot guarantee that other firmware versions will integrate successfully. Initial Setup As part of our ability to automatically resync recently downed devices, this integration will periodically sign in to your device every 5 minutes to confirm

Creating a New Account

Published March 6th, 2025 by Mitchell Ivany

To provide service to your customers within Sonar, an account needs to be created for them. This account allows for the assignment of a serviceable address, the assignment of network inventory, and the assignment of services. In this article, we'll be going over the process of creating a new account, the fields you can fill out, and the basics of de

IPAM: Basic Setup

Published March 15th, 2025 by Mitchell Ivany

Building Supernets To get started, you must first define your Supernets. A Supernet is the largest, contiguous subnet you have. When defining a Supernet, whether IPv4 or IPv6, the creation process is identical. To get started: Click on IPAM Click on “Create Supernet” For example, if you use the Subnet 100.64.0.0/10 across your network, then your fir

RADIUS: Build-Out & Integration with Sonar

Published March 15th, 2025 by Mitchell Ivany

This article details an outdated approach to connecting FreeRADIUS to Sonar. The FreeRADIUS Genie is designed to use FreeRadius 2 & Ubuntu 16 which are both now end of life. Instead of using this outgoing approach, it is suggested to pursue a solution using FreeRADIUS 3. You can consult the FreeRADIUS HOWTOs for guidance on how to approach set u

MikroTik: Controlling Access

Published March 15th, 2025 by Mitchell Ivany

Prerequisites Before you can use Sonar to control access in a MikroTik, you need to build address lists and add the MikroTik as an inline device in Sonar. Once both of these prerequisites are met, follow the steps below to start controlling access based on account attributes in Sonar. For the purposes of this guide, we will talk about how to drop an

PacketLogic: Integration With Sonar

Published March 15th, 2025 by Mitchell Ivany

Connecting PacketLogic to your Sonar instance allows you to deploy an inline device that can control customer connectivity and speeds. As PacketLogic operates as an inline device, it's recommended that you read the Address List documentation to make the most of your connection. Incorporating this inline device occurs in two stages. The first step

Combining Custom Fields & Task Templates for Information Storage

Published March 13th, 2025 by Mitchell Ivany

Prerequisites This article is written with the expectation that you've read the individual articles for these features. Custom Fields Overview & Use Cases Task Templates Overview & Use Cases Before proceeding, ensure to familiarize yourself with the creation process for both features, and how their general usage can be applied. How They Comb

User Role Creation & Best Practices

Published March 13th, 2025 by Mitchell Ivany

What are User Roles? In Sonar, User Roles represent a collection of permissions attributed to general categories of individuals, defining which actions can be performed by these groups. When creating a role, you're presented with a list of permissions that can be enabled or disabled. Each individual permission is part of an overall module, and each

LTE Integration

Published March 15th, 2025 by Mitchell Ivany

This article provides details on how an LTE integration can be set up within your Sonar instance using Telrad or Baicell devices. If you are looking to provision other LTE solutions, that effort would currently need to be done through the use of webhooks/API. Telrad Setup For integration with Telrad BreezeVIEW, there are several things that need t

Submitting Bugs vs. Feature Requests

Published March 13th, 2025 by Mitchell Ivany

Within this article we will provide an overview of how to submit bugs and feature requests to the Sonar team, as well as how to delineate between when an item is a bug and when it is considered a feature request. If you submit a bug as a feature request (or vice versa) our team will still do our best to help solve your problem. However, if you utili

Using Tax Exemptions - How To

Published March 15th, 2025 by Mitchell Ivany

Deploying taxation in Sonar can take many forms. Whether you're charging taxes on a service-by service basis, or leveraging tax automation, managing how taxes are collected and remitted is an essential part of operating your business. When dealing with one of the many edge cases where your customers should not be taxed, using the Tax Exemption syste

Setting Sonar up for Billing

Published February 19th, 2025 by Mitchell Ivany

Getting Ready for Billing Setting up Payment Processors This article will take you through the process of configuring your companies with payment processors. Billing Settings This article takes you through the process of configuring your companies billing settings. Billing Defaults This article takes you through the process of configuring your compa

Role Creation using GraphiQL

Published March 13th, 2025 by Mitchell Ivany

In our User Role Creation & Best Practices article, we introduced you to one of the ways you could create new roles and set their permissions. While using the in-app interface is perfectly serviceable, we also offer the ability to create these roles using the GraphQL API through the GraphiQL interface, available in your instance by accessing [yo

Print to Mail

Published March 15th, 2025 by Mitchell Ivany

Print to Mail is not currently available for customers in the Canadian Data Center. The Print to Mail feature provides the ability to have your automatically generated invoices printed and mailed to your customers, without requiring intervention from you or Sonar staff. Available directly from within your Sonar instance, you can enable or disable

How Sonar Communicates - Egress IPs Explained

Published March 15th, 2025 by Mitchell Ivany

Part of Sonar being Cloud Native means that the large majority of the application's infrastructure is virtualized. While this provides numerous advantages, it doesn't remove all inherent limitations. Chief among those limitations is simple data throughput. Sonar handles a continuous flow of data from every instance, and a lot of it. Optimizing this

Frequently Used Terms

Published March 14th, 2025 by Mitchell Ivany

Below are alphabetically sorted tables which list commonly used terms, along with the term's explanation, and any relevant link(s) to an article/video that provides further details on the subject and/or it's use in Sonar. Use the Table of Contents (to the right) to quickly navigate to the section you are looking for. # A Term Explanation Link(s),

Usage Based Billing Policies: Overview and Usage

Published March 15th, 2025 by Mitchell Ivany

Usage-Based Billing is a historically proven method for limiting the average bandwidth usage of a customer's household by providing them a reasonable, but restrictive, cap on how much usage they can expect in any given month before additional costs begin to accrue. By implementing Usage-Based Billing in your instance, you'll be able to automate the

Archiving an Account: Overview

Published March 5th, 2025 by Mitchell Ivany

Sonar provides you with the ability to archive Accounts that are in an Inactive status. This could be from a disconnected Account or one that was created for an inquiry into your service that never went Active. It will also help to clean up any duplicated or unused accounts within your instance. Disconnecting vs. Archiving an Account Within your ins

Considerations When Using Avalara with Voice Services

Published March 14th, 2025 by Mitchell Ivany

For the Avalara integration to work best with Sonar, it is recommended that clients who use Voice Services, whether with lines or with seats, include T/S pairs in both the Service and Generic Parameters. If you need any clarification, please contact your Avalara representative and/or tax accountant to choose the appropriate TS pairs. Sonar clients w

Best Practices to Remain CPNI Compliant

Published March 13th, 2025 by Mitchell Ivany

What is CPNI Compliance Customer Proprietary Network Information refers to any data collected over the course of a customer's phone call. This can include Originating Number, Destination Number, Duration, Time, and Date of the call. Private information, linkable to the customer directly, needs to be kept private and restricted. This often takes the

Pulse, Polling, and PHP

Published March 15th, 2025 by Mitchell Ivany

Network monitoring is a necessary part of running any ISP. Just as we have to monitor our infrastructure to keep Sonar running smoothly, an ISP has to monitor their network to catch issues before they happen, or respond to outages. There are a myriad network monitoring solutions on the market, from open source platforms like Zabbix, to commercial of

FCC Data Exports: General Overview and Usage

Published March 7th, 2025 by Mitchell Ivany

What are FCC Data Exports? FCC Data Exports are used by the FCC (Federal Communications Commission) to gather information on Internet Service Providers across the United States of America. Formerly known as “Form 477”, this form was updated in 2022, and became the Broadband Data Collection Program. The table below lists the basic field data containe

System Settings: Overview

Published March 14th, 2025 by Mitchell Ivany

The article provides an overview of the System Settings page within your instance, including explanations of what each option controls or affects. Only Super Admins and users with the Update system settings permission are able to view and make changes to this page. System Settings can be reached by navigating to Settings and selecting System Setting

Interacting with Files via the API

Published March 14th, 2025 by Mitchell Ivany

In this article, we're going to cover how to use the API to interact with files that either already exist in your instance or that you are wanting to add. This functionality is beneficial in use cases such as wanting to upload customer files from retired billing systems or wanting to extract a file attachment from a ticket. How to Upload Files An ex

Finding your OIDs

Published March 15th, 2025 by Mitchell Ivany

Before taking a look at the OIDs, make sure you've taken a look at the Building a Monitoring Template article Once a Monitoring Template has been created, and your graphs have been generated, you can now tie in specific OIDs (Object Identifier) to be graphed. Each manufacturer and model supports different OIDs and thus we need to make sure we are

MikroTik: Controlling Speeds

Published March 15th, 2025 by Mitchell Ivany

Before you can use Sonar to control speeds in a MikroTik, you need to build address lists and add the MikroTik as an inline device in Sonar. Once both of these prerequisites are met, follow the steps below to start controlling speeds based on services assigned in Sonar. For the purposes of this guide, we are going to set up rules for a "Silver" data

Invoice Messages: Overview & Use Cases

Published March 12th, 2025 by Mitchell Ivany

Invoice messages allow you to have a message of 255 characters or less automatically added to invoices for certain account types. Only one invoice message can be configured per account type and this feature is typically used to print special messages to certain types of accounts (i.e. government or commercial accounts) that are required to be there

Exploring Ticket Groups

Published March 13th, 2025 by Mitchell Ivany

What is a Ticket Group Ticket Groups are used to organize and identify the various types of tickets made within your instance. When used in conjunction with Inbound Mailboxes, you can enable a specific group to be automatically attached to any emails received at a particular address in your instance. Organizing your tickets per group allows departme

Account Groups: Overview & Example Use Cases

Published February 28th, 2025 by Mitchell Ivany

What Are Account Groups? Account groups are a simple method that can be used to classify and categorize accounts within your Sonar instance. Once an account group is created, you will be able to assign accounts to it during the account creation process, from the Edit Account window, or from within the individual account's page. Creating a New Accoun

Notes & Tasks: Best Practices & Use Cases

Published March 7th, 2025 by Mitchell Ivany

Notes and tasks are effective ways to equip users with pertinent information and to help ensure that any necessary actions are taken. Both of these features can be set up on multiple entities, such as accounts, network sites, and jobs, and are displayed in various areas within Sonar. Notes There are 3 different types of notes that you can create: No

Third Party Customer Support Referrals

Published March 13th, 2025 by Mitchell Ivany

Customer support can be a valuable extension to your company's services to offer overflow, after-hours, or complete 24/7 support. Below is a list of technical support companies that offer services to existing Sonar Partners and are therefore familiar with the Sonar software. Please note, the list below is intended to provide recommendations; you are

General Transactions: Best Practices

Published March 15th, 2025 by Mitchell Ivany

In Sonar, you're able to create transactions and apply them directly to a customer account. We've previously covered the process behind how to make Manual Transactions, and in this article, we'll be reviewing some commonly made transactions and how best to handle and process them in Sonar. This article doesn't discuss General Ledger Codes or your Ac

Ticket Categories Best Practices & Example Build

Published March 13th, 2025 by Mitchell Ivany

What are Ticket Categories Much like Canned Reply categories, Ticket Categories provide a broad organization method for your various tickets. Ticket Categories allow structured naming schema to be applied to various tickets. How are Ticket Categories Used? Ticket Categories can be applied to any number of tickets, and serve as a method to both ident

Netflow Integration: Overview

Published March 15th, 2025 by Mitchell Ivany

This feature is currently in Beta availability. If you are interested in getting early access to the feature for the purposes of testing, please reach out to your Regional Account Manager to inquire about joining the Beta. What is Netflow, and What are Netflow Endpoints? Netflow is a catch-all term for a process originally developed by Cisco to re

Multi-Month Billing & Multi-Month Services

Published March 15th, 2025 by Mitchell Ivany

In Sonar, we allow you to bill customers in various ways. In previous articles, we've discussed setting up services and setting up Billing Defaults. In those articles, we mentioned, but did not expand on, the parameters which allow you to bill for multiple months. Within a service, this parameter is called the Billing Frequency, while a Billing Defa

How to: Adding a Service to an Account

Published March 15th, 2025 by Mitchell Ivany

Adding a Service to an account actively lets you charge and invoice customers within Sonar. Whether you're adding recurring services or sets of One-Time transactions, almost all billable activity relies on Services. Before adding Services to an account, there are a few prerequisite pieces to the puzzle. First, you'll need to have Services created, w

Main Menu: Overview

Published March 14th, 2025 by Mitchell Ivany

Within your instance, Sonar provides offers a collapsable navigational main menu which provides you with access to many of your most used areas. When first logging into your instance, you will see the expanded version of the main menu. This version allows for you to view the menu item name and icon. To collapse the menu, you can click on the Collaps

Upgrading your Ubuntu OS - Customer Portal Upgrades

Published March 14th, 2025 by Mitchell Ivany

Upgrading Ubuntu 16.04 to 18.04 Ubuntu is a popular Linux distribution, which is known for its user-friendly interface and the ability to run on almost any hardware. Upgrading your Ubuntu system to the latest version is necessary to keep your system updated with the latest features, security patches, and bug fixes. In this guide, we will discuss how

How Sonar Prorates Billing

Published March 15th, 2025 by Mitchell Ivany

What is Proration If you haven't used billing software before, and aren't familiar with the term “proration”, it's simply a process of adjusting the amount of a service or transaction in accordance with the amount of time passed in the billing period. In Sonar, when making changes to the service(s) on an account, you're presented with the option to

Billing Calculator

Published March 14th, 2025 by Mitchell Ivany

This Billing Calculator helps put actual test dates to the settings found in the Sonar V2 billing parameters. It will calculate based on the initial date entered (Bill Date). Use it like this: Left column: The Sonar V2 field name Middle column: The value to input Right column: Further explanation For a “tutorial” on how Billing Defaults work, use th

CPUC Fixed Broadband Deployment by Address

Published March 7th, 2025 by Mitchell Ivany

As of March 15th, 2022 the California Public Utilities Commission (CPUC) released a public communication announcing that state broadband providers no longer are required to report their subscription data as it relates to census block. This is significant because in 2021, a change in access to a public API lookup resource made it so Sonar no longer h

Automating IP Assignments, Data Rates, and Network Access in Sonar

Published March 15th, 2025 by Mitchell Ivany

Whether you’re a new ISP or you’ve been serving customers for some time but want details about exactly what Sonar does for your connection type, this document should clarify the various methods Sonar offers of provisioning your clients & controlling their access to services. Sonar offers integrations with various hardware manufacturers, support

Account List View: Overview

Published March 4th, 2025 by Mitchell Ivany

The Account list view in Sonar is the first screen you will see when navigating into your Sonar instance and can be accessed by clicking "Accounts" from the left side panel, underneath the Financial header. Every account in your Sonar instance will be displayed here, along with key details for the account, and different actions you can take. An over

IPAM: Overview

Published March 15th, 2025 by Mitchell Ivany

The IP Address Management Dashboard provides a single convenient module to review, monitor, and modify the IP assignments given to your customers, network sites, and infrastructure. While individual accounts and network sites also record their assigned IP, the IPAM module is the only place where new Supernets, Subnets, and Pools can be created. IPAM

The Sonar Status Page

Published March 13th, 2025 by Mitchell Ivany

The Sonar Status page is used to relay information and provide updates around Sonar's uptime/downtime, system metrics, as well as both ongoing and past incidents. This article will provide details on the information and actions you can access from this status page along with how you can set yourself up to receive automatic updates for incidents. The

Removing a Terminated Employee In Sonar

Published March 13th, 2025 by Mitchell Ivany

The actual deletion of users within Sonar is not supported, as it goes against best practices to delete a user that has existed within the system. We provide the ability to disable a user instead. Disabling a user allows you to remove a user's access to the instance and also makes them unavailable from being selected as a user within the system. All

Consuming the Sonar API

Published March 14th, 2025 by Mitchell Ivany

In the first three articles in this series, I walked you through how to use the API using GraphiQL, a web-based tool included in Sonar. Now let’s build a very simple application so we can consume the API externally. Expand here to review the first 3 articles of the Sonar API series 1. The New Sonar API 2. A Deeper Dive into the New Sonar API 3. Muta

Lead Intake Form Processing

Published March 7th, 2025 by Mitchell Ivany

One of the main use-cases for utilizing the Sonar API is centered around the question, “How can I develop a ‘Lead-Intake’ form?” Below is a GraphQL mutation that allows you to take in that data from a public website. The general idea is that you would have a form that processes on your web server. It takes in the data from the form and massages it i

Leveraging PayPal as a Payment Method in Sonar

Published March 15th, 2025 by Mitchell Ivany

When implementing payment processors in Sonar, they typically fall under two broad categories - either a Bank Account processor or a Credit Card processor. While these methods rely on traditional payment processors for making manual and automatic payments, you can also connect your Sonar instance with PayPal. Using PayPal will allow your customers t

Email Invoice Batch: Overview

Published March 14th, 2025 by Mitchell Ivany

The Email Invoice Batch tool is used to resend all automatically generated invoices for a specified date, to all eligible contacts. An eligible contact is defined as any account contact that has the Financial email category applied to them. Typically, you will only use this tool when an issue prevented the invoices from being automatically emailed o

Release Notes

Published March 13th, 2025 by Mitchell Ivany

03/11/2025 20:53 CDT New Features Redesigned the main menu with a collapsible view option, an improved layout for easier navigation, and mobile optimizationTo read more about this change, click here Improvements Added backend support as a preparatory step for future sonarPay availability in Canada Updated our Calix SMx integration backend support to

Controlling Customer Speeds with Sonar: General Overview

Published March 15th, 2025 by Mitchell Ivany

If you're providing your customers a data service in Sonar, you need some way of enforcing speed and access restrictions. In this article, a brief overview will be provided of the various mechanisms and features within Sonar that allow you to measure and control the speeds being delivered to your customers. In order to better understand the context

ArticleThe Map Interface: Overview

Published March 13th, 2025 by Mitchell Ivany

The Map interface in Sonar is designed to provide an easy-to-navigate visual representation of your accounts, Network Sites, and Inventory Locations. The visual representations displayed for each entity on the map are unique icons, with displayed accounts color-coded based on the account's type, as seen below: The Map feature, and the Elevation Tool

Assigning RADIUS Addresses

Published March 15th, 2025 by Mitchell Ivany

Assigning a Single IP Address to a RADIUS Account To assign an IP address to a RADIUS account: navigate into the account, click into the "Network & Inventory" tab on the left-side menu, and then select the "RADIUS Accounts" sub-tab. From within the RADIUS Accounts sub-tab, choose "Add IP Assignment" from the Edit menu.Next, select an address fro

Adding a Customer Portal to Your Sonar Instance

Published February 19th, 2025 by Mitchell Ivany

The Sonar Customer Portal allows your customers to log in to their own dedicated dashboard where they can do things like: View their bill Make payments View data usage View signed contracts Open and reply to support tickets, and more Before beginning the installation and setup of the Sonar Customer Portal, there are a few prerequisites that need to

Getting Your Data into Sonar

Published March 14th, 2025 by Mitchell Ivany

Currently, Data Imports are limited to DIDs, Voice Providers, and CDRs. Additional features will be added in the future. The Data Import tool allows you to bring external data into your Sonar instance seamlessly. This tool is designed to take your data, and your organization methods, and convert it into the format(s) Sonar uses. This is largely ac

Creating Discounts for Services and Packages

Published March 14th, 2025 by Mitchell Ivany

What is a discount in Sonar? A discount in Sonar is any service or adjustment which provides a credit on the customer's account. In most cases, discounts can be further separated from your typical transactions into several additional categories: One-time discounts Recurring Discounts Expiring Discounts One-Time Discounts This type of discount allows

Ticketing: Overview

Published March 13th, 2025 by Mitchell Ivany

Tickets are used to document the description and details of an issue or event, and can be made public (where replies are sent to a third party), or just used internally (where all communication is contained to just your company). All tickets within the system are available through the ticketing interface, which is one of the main screens where you c

Feedback Portal / Suggest a Feature

Published March 13th, 2025 by Mitchell Ivany

Introduction Integrated into the Resource Center of Sonar is a link to our user Feedback Portal. Although the concept of submitting a feature request may seem self-explanatory, we strongly encourage you to read on to familiarize yourself with the process we have defined, and the advantage it provides to you and your business. The above flowchart ill

Setting Up CoA Proxy

Published March 15th, 2025 by Mitchell Ivany

One challenge with using RADIUS to provision is that changes made to RADIUS attributes are not necessarily applied to the user immediately. If you are, for example, using PPPoE, then any attribute changes will not apply until the PPPoE session is disconnected or connected. Some attributes can be updated on the fly using a CoA (Change of Authorizatio

Getting Started with Accounts

Published February 19th, 2025 by Mitchell Ivany

Getting Ready to Create Accounts Serviceable Addresses: Overview and Usage This article will take you through the process of creating a new serviceable address, and explain its usage and some of its limitations. Account Types: Overview & Example Use Cases Account types are used to categorize accounts based on common customer or business types. T

IP Assignments & Sonar

Published March 15th, 2025 by Mitchell Ivany

There are three main approaches in marrying Sonar to the IP assignments within your network. They are as follows: Have Sonar IPAM act as the DHCP Server In this approach, when an IP assignment takes place in Sonar, a static lease is triggered from Sonar to your DHCP server (or RADIUS server, LTE management platform, etc.) All management is controlle

Child Accounts: Best Practices & How Tos

Published March 6th, 2025 by Mitchell Ivany

Adding A Child Account In Sonar Adding a child account is a way of connecting one or more accounts together within Sonar, and this results in the parent account becoming responsible for all future invoices generated on the child account(s). A child account can only have one parent, but a parent account can be linked to multiple child accounts. Thi

Introducing the New Sidebar

Published March 14th, 2025 by Mitchell Ivany

How it Works Today Your Sonar instance is designed with information access in mind. Whether you're moving through modules, managing accounts, scheduling jobs, or modifying inventory, relevant details are only a click away through the Sidebar. While the original intention of the sidebar was to provide quick access to different pieces of information,

Getting Started with Ticketing

Published February 19th, 2025 by Mitchell Ivany

Before you start using ticketing Email Domains This article describes the process for configuring Outbound Domains on a per-company basis within your instance, to customize and tailor the messaging experience when communicating with customers Inbound Domains This article describes the process of configuring Inbound email addresses on a per-company b

Billing Settings

Published March 14th, 2025 by Mitchell Ivany

In this article, we'll be reviewing the Billing Settings, looking through each section of the settings, and detailing what each field controls, as well as how this will affect the billing behavior of your Sonar instance. Billing Settings is where you control general things like if a late fee should be applied to an account, or if an account should m

Disconnecting an Account

Published March 7th, 2025 by Mitchell Ivany

Deleting An Account The actual deletion of an account is not something that is supported within Sonar, as it goes against best practices to delete any account that has ever been used. Instead, we provide the ability to disconnect an account - this allows you to remove the account from being active while still maintaining all of the account's history

Canned Reply Categories

Published March 13th, 2025 by Mitchell Ivany

What are Canned Reply Categories? Put simply, Canned Reply Categories contain and organize the Canned Replies that will be created in your instance. Canned Reply Categories serve to identify the types of Canned Replies that will be created - for example, a Canned Reply providing generic instructions for rebooting a router would likely exist under a

REST API Wrappers for V1 Compatibility

Published March 14th, 2025 by Mitchell Ivany

While Sonar V2 uses GraphQL as its primary API language, rather than REST endpoints, many APIs that were available in Sonar V1 have been ported to V2 for backwards-compatibility purposes. To see a list of all V1 endpoints, visit legacy.sonar.software/apidoc. There is also a subset of those V1 endpoints that are available in the current version of So

Triggered Messages: Setup

Published March 10th, 2025 by Mitchell Ivany

Triggered messages allow you to configure customized email messages and canned SMS messages that can be sent out automatically to customers based on the occurrence of specific events. For example, you can have a message automatically sent to customers once they reach a certain percentage of their data usage each month, or when a credit card on the c

Inbound Mailboxes Example Build

Published March 13th, 2025 by Mitchell Ivany

It is possible to configure an inbound email account that will allow you to receive incoming email into Sonar. Once your inbound email account is configured, it will convert the incoming email automatically to create a new public ticket within the Sonar ticketing interface whenever email is sent to that specific inbox. This will also allow you to ha

Setting up Bank Account & Credit Card Processors

Published March 15th, 2025 by Mitchell Ivany

If you have not already set up a payment processor, start this process immediately, as it requires some lead time to complete. If you have a Payment Processor and you are changing to a new one, it is recommended that you read this article and contact Sonar before cancelling your existing Payment Processor. This allows Sonar to coordinate a token mig

How Your Data is Backed Up

Published March 14th, 2025 by Mitchell Ivany

As Sonar is hosted on Microsoft's Azure Cloud platform, the data we host is available for access across multiple distinct servers. For this reason, your data is stored redundantly, which means that even in the event of a total server or system failure, your instance's data won't be lost. Backing up your Sonar instance Sonar does not support recovera

Manual Transactions

Published March 15th, 2025 by Mitchell Ivany

In Sonar, transactions can occur in one of two ways: Automatic Transactions, which occur as a result of daily invoicing. Manual Transactions, which allows for control over your transactions, including billing for services, applying credits, or reversing a transaction. In this article, we'll be reviewing the various methods of creating a manual trans

Building a Data Service

Published March 14th, 2025 by Mitchell Ivany

In Sonar, we define a Data Service as a recurring service designed to deliver an internet connection to your customer. The differences between a data service and a standard recurring service were briefly touched on in the Services: Overview article, and in this article, the differences will be further elaborated. When you create a data service, it b

Building a Monitoring Template

Published March 13th, 2025 by Mitchell Ivany

What is a monitoring template: A monitoring template in Sonar is a template that can be applied to specific device models or deployment types to monitor them. Creating your monitoring template Monitoring Template creation occurs in multiple stages upon accessing the Settings page and clicking on the Create Network Monitoring Template button: Name: T

Data Usage Available Methods

Published March 15th, 2025 by Mitchell Ivany

Data Usage Available Methods When it comes to bringing Usage Data into Sonar there are a variety of methods that may be applied. More than one method may be applied at the same time to aggregate all data. A brief summary of each method, as well as links to that methods setup, are available below: RADIUS Accounting When a RADIUS session is terminated

Usage Based Billing Policy Free Periods: Overview and Usage

Published March 15th, 2025 by Mitchell Ivany

In the Usage Based Billing Policies: Overview and Usage, the process for creating and using policies to limit and bill for bandwidth usage. In this article, the difference between billable usage and free usage will be explained and the process for the creation of Free Usage periods will be expanded. What is a Free Period? To understand how Free Peri

API Calls Using Third Party Applications: Personal Access Tokens

Published March 14th, 2025 by Mitchell Ivany

When creating an integration that will access Sonar through the API, the first step is to create a personal access token in your Sonar instance for that integration to use. The following article details the steps in creating a personal access token. Create an appropriate role and a user that you will use to perform the queries or mutations. Typicall

CrowdFiber Integration

Published March 12th, 2025 by Mitchell Ivany

What is CrowdFiber? CrowdFiber is an address-driven sales and marketing automation platform for telecommunications providers. They provide software that helps internet service providers more efficiently market services and build networks, and is now available for integration within your Sonar Instance. Integrating CrowdFiber within your Sonar instan

How to Integrate Inbound Mailboxes with Slack

Published March 13th, 2025 by Mitchell Ivany

If your company uses Slack (the instant messaging platform), you can create a webhook to have the creation of tickets or ticket replies trigger the posting of a message to a specific Slack channel. This feature can help your company stay on top of communication and ensure the appropriate people are informed of customer activity on tickets. For examp

Scheduling Week View: Overview

Published March 13th, 2025 by Mitchell Ivany

The weekly view section of the Scheduling module builds on core concepts introduced in the Dispatcher View, and some of that knowledge is a prerequisite to getting the most out of this view. Scheduling jobs in your instance will often require a startling amount of foresight. Whether you schedule a single job or hundreds of jobs daily, being able t

Purchase Orders: Overview and Usage

Published March 13th, 2025 by Mitchell Ivany

What is a Purchase Order? A Purchase Order (PO) allows you to submit documentation to a specific vendor and request-specific amounts of inventory items from the vendor. A typical purchase order will include the vendor's information, a “ship to” address, and payment terms along with details of the requested items. Why Use Purchase Orders? Purchase or

Printed Invoice Batches: Overview

Published March 15th, 2025 by Mitchell Ivany

The printed invoice batch tool can be used to produce a single PDF document that contains all invoices generated for a specified date. In order for the invoice to be included in the generated PDF, the account they are associated with must have the preference for printed invoices enabled, under the account's billing configuration. The Printed Invoice

Network Dashboard: Overview

Published March 15th, 2025 by Mitchell Ivany

The Network Dashboard in Sonar is accessible from the main navigation panel and is split into the Dashboard and the Network Sites view. The Dashboard View The Dashboard View displays the status of your Inventory Devices, showing you devices that are in a Down or Warning state. The Dashboard/Network Site toggle allows you to switch between the Dashbo

Notification Preferences

Published March 14th, 2025 by Mitchell Ivany

Notifications are used to alert Sonar users for various events that occur within the instance; this can range from being notified of when a ticket is assigned to you or a group you belong to, to being made aware of an upcoming due date for an assigned task. These notifications are available in different formats and help to eliminate the chance of im

Setting Up Payment Methods and Taking Payments

Published March 15th, 2025 by Mitchell Ivany

Getting Sonar ready to take payments from your customers is a straightforward process. In this article, we'll be going over the prerequisites for getting ready to bill your customers, and how to make sure your customers are billed successfully. Before you can add payment methods to your customer accounts, you'll need to configure a payment processor

Learning with Sonar: Tools and Resources

Published March 13th, 2025 by Mitchell Ivany

Resource Center The Resource Center can be accessed within your Sonar instance by clicking on the "?" icon, found in the top-right corner. Once opened, you will be presented with a list of Sonar-related content, ranging from our Cast videos to Release Notes. While most resources shown below can be accessed via alternate methods, such as our Vimeo pa

Best Practices for Fast Tracking a Support Request

Published March 13th, 2025 by Mitchell Ivany

There are several different ways to contact the Sonar Support Team. This will provide you the information necessary to expedite your Support Requests. Using the Phone Support Sonar offers regular phone support Monday to Friday 8:00 a.m. to 6:00 p.m. Central time. Support can be reached via the US at 702.447.1247 or via the Canadian at 780.900.1180.

Edit Job Options

Published March 13th, 2025 by Mitchell Ivany

While creating a job is covered in our 'Scheduling How-to: Create and Booking a Job' doc, there may come a time when the parameters of a site visit change and you want to adjust the job itself to reflect this. The options to change an existing job have expanded through a recent update, which we will cover below. Some of the features reflected in thi

Sonar and General Data Protection Regulation (GDPR)

Published March 13th, 2025 by Mitchell Ivany

Security in the Cloud Sonar leverages the robust technical security and privacy solutions provided by Microsoft Azure to ensure the confidentiality, integrity, availability, and privacy of client data in the cloud. Our Cloud Service Provider, Microsoft Azure, adheres to stringent security standards and compliance frameworks, including GDPR, SOC 1, a

How to Best Use Global Search

Published March 14th, 2025 by Mitchell Ivany

How To Use Global Search Global search is a very useful tool that can help you quickly find everything you need to know within Sonar. There are 2 ways to open up the global search bar, from within any screen in Sonar: By quickly pressing the SHIFT button on your keyboard twice (SHIFT + SHIFT) By clicking the magnifying glass icon from the top right-

Contract Templates

Published March 12th, 2025 by Mitchell Ivany

Electronic contracts in Sonar are used to collect signatures from customers, and the contract templates define the content of the document that you want the customer to sign. Although contract templates are typically used for agreements such as a terms of service or acceptable use policies, they can also be used for documents where you’re simply loo

Changing Service Pricing in Sonar: Best Practices

Published March 14th, 2025 by Mitchell Ivany

Raising prices is a normal process. Rising infrastructure costs, equipment costs, and backhaul costs all affect your bottom line. These costs need to be considered when billing your subscribers. As a result, cost reevaluation might require a price increase of some or all subscriber services. Deploying these increases could influence the relationship

Browser Compatibility and Minimum Hardware Requirements for Sonar

Published March 14th, 2025 by Mitchell Ivany

While Sonar is an incredibly versatile tool, this versatility does not extend to where it can be hosted. Sonar is Cloud Native, and can only be accessed and used through your browser. While it has been designed with wide compatibility in mind, there are certain browsers we recommend above others to ensure the optimal functionality of your instance.

Sonar IP Addressing

Published March 15th, 2025 by Mitchell Ivany

Unlike the legacy version of Sonar, Sonar V2 exists as a series of containers within Azure, with front end devices and NAT handling traffic flow (see our blog post for details). Most Sonar V2 instances are located in our US Azure data center have these ingress and egress IP addresses: Ingress/Inbound IP Address: 52.185.67.212 (a.k.a., sonar-prod-az-

Avalara: Overview & Setup

Published March 11th, 2025 by Mitchell Ivany

What is Avalara? Avalara helps automate all of your tax compliance within Sonar. It's a tax automation tool for businesses that automatically calculates in real-time tax calculation and automatic returns filing. For additional resources from Avalara, check out the links below: Avalara Basic Explanation Video: https://youtu.be/rEyXbf7gGSM Avalara API

Invoice Templates: Overview

Published March 15th, 2025 by Mitchell Ivany

Our Invoice Templates feature allows you to create and customize professional looking invoices that accurately reflect your brand and the products or services you offer within your instance. You can use Invoice Templates by company, account type, or as a default for your entire instance. At this time, the Invoice Templates feature is incompatible wi

Sonarsoftware Glossary

Published February 18th, 2025 by Mitchell Ivany

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All

DHCP Delivery

Published March 15th, 2025 by Mitchell Ivany

For a long time, Sonar has handled DHCP and option 82 requests for large networks using the Sonar DHCP Batcher. Now, this functionality has been expanded and integrated directly into Sonar, thanks to the cloud scalability of Sonar v2! If you have a scenario where a DHCP batcher must still be set up, or you are a current Sonar V1 customer, the origin

Building Packages

Published March 14th, 2025 by Mitchell Ivany

Why use Packages Packages within Sonar are a collection of services, and cannot be individually separated without altering the underlying package. The Package allows you to build a group of services to sell as a promotion. For example, you could bundle TV and Internet service into a package and then add an expiring credit service to give $10 off for

Billing Voice Services in Sonar

Published March 13th, 2025 by Mitchell Ivany

This article serves as a follow-up to Deploying Voice Services in Sonar, and it's recommended that you review the overall deployment process before modifying billing settings in your instance. If you're looking for API-related information for voice billing, please refer to this article here: API Changes for Voice Billing. Much like Data services,

Delinquency Exclusions: Overview and Use Cases

Published March 14th, 2025 by Mitchell Ivany

Delinquency Exclusions in Sonar are a way of ensuring your billing system doesn't switch customers to a delinquent state on specific days. In most cases, Delinquency Exclusions are used to prevent delinquency from triggering on holidays, as typically, there would be no or reduced staff on those days. By combining the Delinquency Exclusions with "Day

The New Sonar API

Published March 14th, 2025 by Mitchell Ivany

Welcome to the first part of the Sonar GraphQL API series. In this set of articles, I’ll teach you how to use the new, powerful GraphQL API that underlies Sonar, and show you all the amazing things you can do with it. Why GraphQL? When I started work on the newest version of Sonar, I knew that improving the power of the Sonar API was one of the high

A Deeper Dive into the New Sonar API

Published March 14th, 2025 by Mitchell Ivany

In the last article, I talked about the basic structure of the new, GraphQL powered Sonar API and showed you how to construct some basic queries. If you haven’t read that article yet, start there! In this article, I’m going to dive into the real power of this API and show you how to construct some complex, powerful queries. Interfaces In the last ar

How to Connect Preseem to your Sonar System

Published March 13th, 2025 by Mitchell Ivany

Preseem can query Sonar to pull information about accounts, plans and network sites, including APs, into Preseem. This enables Preseem to measure QoE metrics for each site and customer, and in the future, to apply its Active Queue Management algorithms to maximize the QoE of customers attached to a congested site. Switching to Preseem from an Inline

Billing Defaults

Published March 14th, 2025 by Mitchell Ivany

Configuring a Billing Default allows you to set a series of Billing and Invoice parameters for an account or address. When a new account is created, the Billing Defaults applied to them will automatically adjust their billing dates, invoice modes, and delinquency parameters. This section of Sonar allows fine control for each account type created as

Auth0: Overview

Published March 13th, 2025 by Mitchell Ivany

What is Auth0? Auth0 offers a way to add authentication services to your applications. With it integrated into your Sonar instance, users would select Continue With Single Sign On rather than inputting their Sonar credentials. Implementing Auth0 in your Sonar instance provides multiple, customizable, Single Sign-On options. The following authenticat

Deploying Voice Services in Sonar

Published March 13th, 2025 by Mitchell Ivany

There is a separate article on billing voice services in Sonar; however, it's recommended that you start with this article to review the overall deployment process, before modifying billing settings in your instance. If you're looking for API-related information for voice billing, please refer to this article here: API Changes for Voice Billing. W

Network Sites: Management View Overview

Published March 15th, 2025 by Mitchell Ivany

What is a Network Site A network site is a location on your network that contains some kind of service providing hardware. For many ISPs, these locations are referred to as a POP or a hub. In a wireless ISP, this may be a tower site or another outdoor location that wireless/LTE access points are installed at. A network site could also be a data cent

Inventory Model Management: General Overview

Published March 13th, 2025 by Mitchell Ivany

This article deals with adding new inventory models and adding newly received inventory items into Sonar. For adding new Manufacturers, Categories, or for viewing a list of all inventory devices, head over to our Getting Started with Inventory Table of Contents. Unlike the Inventory Items List view (covered in another article), the Inventory Model

How To Enhance Your Reporting With Custom Field Data

Published March 13th, 2025 by Mitchell Ivany

Custom Fields are a unique way of storing data on various entities within your Sonar instance, but extracting the information contained within them can sometimes be a challenge. Ordinarily, you would need to check each customer account for what was entered into the custom field, but with Sonar's Business Intelligence Reporting, you're able to create

ACH Batching: Overview

Published March 11th, 2025 by Mitchell Ivany

In Sonar, there are numerous methods available to take payments. Whether it's manually adding cash payments, or making use of bank account payments, the money needs to flow to your bank account. In this article, we'll review the process surrounding ACH payment processors, and what separates them from other payment processors. When using ACH Batching

General Ledger Codes: Overview

Published March 15th, 2025 by Mitchell Ivany

General ledger codes are codes that you can assign to debit or discount entries to make accounting easier and more functional. When creating a general ledger code, you can assign a code (typically a number) and a description of the code. For example, charges for Internet Service may all be coded '4000' with a description of 'Monthly Internet Usage.'

RADIUS: Building Reply Attributes

Published March 15th, 2025 by Mitchell Ivany

Prerequisites To control (rate-limit) the speed of a CPE device on your network edge, you will first require an active RADIUS server that is configured to provide AAA services to your network. If you haven't done so yet, please follow this link to learn how to configure a RADIUS server for use with Sonar. Overview To effectively manage your network

How to: Setting Up a Company in Sonar

Published March 12th, 2025 by Mitchell Ivany

Company Creation During Initial Setup When logging into your Sonar instance for the first time, you'll need to complete a series of pages designed to get your instance off the ground. These pages include parameters for your locale such as time zone, currency format, and date/time setting, as well as setting up your initial Billing Settings, which ar

SMS Notifications

Published March 14th, 2025 by Mitchell Ivany

This feature is only available in the United States, with a few exceptions for specific Canadian customers. Utilizing SMS notifications provides an additional layer of communication between your instance and its users. With this feature enabled, users can use their Notification Preferences to dictate which notifications they'd like to be notified

Building a Device Mapper

Published March 15th, 2025 by Mitchell Ivany

So, you want to contribute a device mapper to the Sonar poller. Great! Here’s a walk through on how to get started. First, you’ll need a copy of the source code. Head over to our repository and fork the poller. Now let’s step through how to build a new mapper, and test it easily. All the code you’ll want to look at is in the src directory. We’re goi

Rebranding your Sonar Instance

Published March 12th, 2025 by Mitchell Ivany

It is recommended that whoever takes on this task is a Super Admin of their instance. Rebranding your Sonar instance allows you to update your Business Name, registration information, billing information, contact information and overall appearance without modifying any Company-dependent settings. This means a relatively seamless switch for the rep

Advanced Ticketing Features

Published March 13th, 2025 by Mitchell Ivany

In the Ticketing: Overview article, we covered the basic features and usage of the Ticketing page in Sonar. In this article, more advanced features will be showcased, including where to find them, what they look like to an administrator or to users, and how best to leverage these features to simplify your actions in the ticketing interface. Mass Edi

How To Use GraphiQL to Understand the Sonar API

Published March 14th, 2025 by Mitchell Ivany

This document provides an overview of the Sonar API, however, we also highly recommend reading through the resources below: 1. The New Sonar API 2. A Deeper Dive into the New Sonar API 3. Mutations in the Sonar API 4. Consuming the Sonar API GraphiQL Built-in IDE Overview The GraphiQL interface allows you to run mutations and queries within your w

Using Parent Tickets

Published March 13th, 2025 by Mitchell Ivany

Within Sonar's ticketing interface it is possible to assign a parent ticket to link tickets together in a parent/child relationship. A parent ticket can have multiple child tickets attached to it and provides you with the ability to easily track related tickets, mass update the ticket statuses, and also have any comments and/or public replies automa

Baseline Configuration General Guide

Published February 19th, 2025 by Mitchell Ivany

In this guide, we will be highlighting each of the settings and configuration pages that should be configured to complete a baseline Sonar integration. For each page we will discuss its general purpose, provide a quick setup guide, and a link to the deeper documentation on each page. System Settings This is the page where you setup the way that date

iCalendar Integration

Published March 13th, 2025 by Mitchell Ivany

The Calendar Integration allows users to sync scheduled jobs, blockers, and time off to their external calendars. You can enable or disable the feature directly from your Sonar instance with a few simple steps. Permissions In order to make use of the iCalendar integration, the corresponding role permission must be enabled first. Please take a moment

GPS Tracking Providers: Overview

Published March 13th, 2025 by Mitchell Ivany

Integrating a GPS Tracking Provider Integrating a GPS Tracking Provider within your Sonar instance allows you to view technicians' whereabouts via the Map and Scheduling pages; this feature allows you to either perpetually track the vehicle, or specify days and times only. In this article, we'll cover the process of integrating your provider and how

RemoteWinBox - Integration with Sonar

Published March 13th, 2025 by Mitchell Ivany

At its core, RemoteWinBox is a 3rd-party tool that enables secure remote access to your MikroTik management interface, removing the need to configure a secure firewall and access list on your own. The RemoteWinBox/Admiral software offers many management shortcuts and advantages, which you can read more about here. To better integrate your Sonar inst

User Specific Resources

Published February 18th, 2025 by Mitchell Ivany

Below are links to documents that are specific to the typical users you will have within your Sonar instance; for example, customer service representatives, billing administrators, field technicians, etc. We recommend using these sets of resources as a jumping-off point when beginning to familiarize yourself or your employees with Sonar V2. If you a

Invoices in Sonar: Examples, Creation & Contents

Published March 12th, 2025 by Mitchell Ivany

Invoice Configuration Invoice configuration is handled at the company level, meaning that each company can have their invoice setup customized to suit its needs. These invoice settings are available to you when creating a new company within your Sonar instance, or when editing an existing company. To Access a Company's Invoice Configuration Navigate

Account Statuses: Overview & Example Use Cases

Published March 5th, 2025 by Mitchell Ivany

What is an Account Status Account statuses allow you to group accounts together by status. They also control whether or not an account will be billed, whether or not their services are active, and can work together with Address Lists/RADIUS Groups to receive specific service levels. The Account Status Pages displays all created Account Statuses and

Services: Overview

Published March 15th, 2025 by Mitchell Ivany

Overview The services page allows you to create and edit services in the system, and can be accessed by going to the Settings menu → Billing → Services. Services are how you generate transactions - no debit (or credit) can be applied to an account without a service. In total, there are 7 different service types that can be created in Sonar: Adjustme

Scheduling How-to: Creating and Booking a Job

Published March 13th, 2025 by Mitchell Ivany

In the Jobs and Scheduling: Overview article, we went over the components of the Scheduling pages within Sonar, which should provide a baseline to perform simple tasks within the scheduling interface. The Scheduling Interface in Sonar is simple to use, but pulling everything together into a cohesive whole can be challenging. Simply understanding ind

How to: Using Webhooks in Sonar

Published March 13th, 2025 by Mitchell Ivany

If you've been using Sonar and exploring the various features on offer, you'll likely have encountered the different articles provided in the knowledge base describing the usage of Sonar's GraphQL API integration to manage the data being entered into Sonar. Webhooks serve a kind of inverse functionality to the API. While the API can be used to trigg

Batch Payments & Deposit Slips: Overview

Published March 14th, 2025 by Mitchell Ivany

Typically, customer payment methods are added in Sonar and set to auto-pay so that a payment will be made automatically by the customer's added credit card or bank account and therefore no manual intervention is required. However, if your customers are allowed to pay via check, cash, or wire transfer, then you will need to manually enter and track t

How to Take Bank Account Payments

Published March 15th, 2025 by Mitchell Ivany

When configuring your instance to accept and process bank transfers from customer accounts to you in Sonar, there are three options available: ACH, eCheck, or Wire. Each option is discussed further below, including diagrams of how the money flows in each situation and what you can expect when interacting with them. If you have not yet configured ban

Using Outbound SMS

Published March 10th, 2025 by Mitchell Ivany

Outbound SMS is not currently available for customers in the Canadian Data Center. Proactively reaching out to your subscribers builds trust, reduces support interactions, and facilitates positive interactions when customers contact you. Being able to establish a consistent chain of proactive messages can be challenging, as each customer can pre

Setting up an Outbound Email Domain

Published March 10th, 2025 by Mitchell Ivany

Setting up Outbound Email Domain Beginning March 2024, Mailchimp will begin enforcing new sending domain authentication requirements that you'll need to take action on. View this section of this article for directions on how to make the required changes. This article details the steps required to configure an outbound domain, which facilitates s

Saved Messages: Overview

Published March 10th, 2025 by Mitchell Ivany

Saved Messages can be utilized to improve the efficiency of sending out mass messages. Rather than having to create the whole body of the message each time you intend to send mass correspondence out, you can create saved messages to act as a template. This way, you only need to update the custom information relevant to the messaging intended for tha

Email Variables & Conditions

Published March 9th, 2025 by Mitchell Ivany

Use the Table of Contents (to the right) to quickly navigate to the section you are looking for. Below are all of the available variables that can be used to display data within various areas of Sonar, or that can be used as part of a conditional statement. It is important to note that the variables that will be available to you will depend on

Trigger Explanations

Published March 10th, 2025 by Mitchell Ivany

Below are all of the event triggers that are available from within the Trigger menu when creating a triggered message, along with an explanation of when the message is triggered to be sent. A contact's password is changed When It Triggers: When a contact's password is changed, whether in the Sonar instance or through the Customer Portal. A contract

Serviceable Addresses: Overview and Usage

Published March 7th, 2025 by Mitchell Ivany

Serviceable Addresses in Sonar allow you to add and track addresses or locations to which you can deliver some service, regardless of the delivery method. Additionally, when a Serviceable Address is added to your Sonar instance, and information or inventory is assigned to it, this information is stored and tracked in perpetuity. The Serviceable Addr

Call Logs: General Best Practices

Published March 9th, 2025 by Mitchell Ivany

Call Logs allow users to record and collect data while on the phone with a customer. This helps to ensure key details of the customer's reason for calling in do not go unaddressed and saves the user from needing to make notes elsewhere - especially since the call log will then be tied to the entity once completed, and also due to the functionality o

How to Connect Cambium to your Sonar Instance

Published March 13th, 2025 by Mitchell Ivany

Connecting your Cambium appliance to your Sonar instance is essentially a 3-step process. Cambium communicates unilaterally with Sonar, reading the information it needs to access and perform all actions directly on the Cambium appliance. For this reason, the integration is simple, with very few prerequisites to consider. The basic steps are: Activat

GoCardless Integration: Overview & Setup

Published March 13th, 2025 by Mitchell Ivany

What is GoCardless? GoCardless is a Direct Debit provider that manages the entire collection process on behalf of other businesses and organizations. To learn more about GoCardless, including the benefits it can bring and tips on introducing it to your customers, take a look at the GoCardless website: https://gocardless.com/ You must be utilizing So

V1 to V2 Product Improvements

Published February 18th, 2025 by Mitchell Ivany

Sonar's legacy version is quickly approaching the end of life. To start taking advantage of all the improvements in Version 2 of Sonar, reach out to your Sonar Upgrade Project Team! Just email SonarProjectUpgradeTeam@sonar.software to book your Upgrade Readiness Assessment today! Below is a summary of some user improvements over our legacy software

Example Jobs & Templates

Published March 13th, 2025 by Mitchell Ivany

Setting Up Jobs To create jobs in Sonar you must first set up and define the job types, which will then allow you to create individual jobs of those types for entities such as customer accounts, network sites, etc. To navigate into the job types section, click on Settings -> Scheduling -> Job Types. This page is where you will find all existin

Scheduled Events: Overview & Use Cases

Published March 7th, 2025 by Mitchell Ivany

Scheduled events are automated actions that you can set up to modify an account on a future date. They are useful when an account change needs to happen outside business hours, and can also be used as an alternative to making a note to complete an account change at a later date. The scheduled events are configured individually per account, and once

Using the Mass Message Tool

Published March 10th, 2025 by Mitchell Ivany

When to Use a Mass Message The Mass Message tool exists to send a message via Email or SMS to a large number of customers, where manually selecting the recipients would be impractical due to time consumption. Mass Messages are targeted to a list of accounts based on the filters selected. As multiple filters are added, the recipients will shrink acco

Anchor & Linked Serviceable Addresses: Overview and Best Practices

Published March 5th, 2025 by Mitchell Ivany

Before You Start Expanding on the basic functionality and features offered by the Serviceable Addresses feature in Sonar, Anchor and Linked addresses provide a new way to define and manage your serviceable locations. This article uses several terms that are part of the core construction for this feature. As you read this article, keep these terms an

Using Sonar's FCC Broadband Label Generation Tool

Published March 7th, 2025 by Mitchell Ivany

By utilizing this free tool, you acknowledge that it is provided without any warranty or support. You understand that you are solely responsible for verifying the accuracy of both the inputs and outputs of the tool. You also understand that Sonar may, in accordance with their privacy policy, log information such as your company details to better un

Sonar's Security Strategies

Published March 13th, 2025 by Mitchell Ivany

Security is a Top Priority At Sonar, trust is at the core of everything we do. We are committed to providing a platform for ISPs that prioritizes data security and privacy. With industry-leading safeguards and continuous monitoring, our customers can rest assured that their data is protected 24/7 in the cloud. Security in the Cloud Sonar leverages t

Setting Up Schedules General Overview

Published March 13th, 2025 by Mitchell Ivany

To better make use of the Scheduling module in Sonar, you must configure appropriate schedules for your technicians. Accessible from Settings → Scheduling, the features in this article allow you to configure where your technicians start their day, when they work, what they work on, and what areas they can work in. Scheduling Addresses Scheduling add

Account Management View: Overview

Published March 5th, 2025 by Mitchell Ivany

The account view screen within Sonar houses current and historical information about the account, and also allows you to perform various actions against an account. The screen is separated into a main header, which contains key details of the account (such as account type, status, name, etc.), and a side panel of tabs that you can cycle through

FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help

Published March 7th, 2025 by Mitchell Ivany

Since 1999, US telecommunications providers have been beholden to the FCC's 'Form 477' reporting. Sonar has assisted with this by providing data exports tailored to these bi-annual filings. New for 2022, the FCC has introduced the Broadband Data Collection (BDC) Program. This new program was designed to replace the Form 477 program, which was offici

Accounts in Vacation Mode

Published March 11th, 2025 by Mitchell Ivany

Part of using Sonar to manage accounts, services, and statuses is the ability to modify accounts on the fly or on a scheduled basis. Account Statuses are especially useful as something that can be used for account management since changing the account status can be configured to change the services, the network speed, and how the account label shows

Specify Account ID upon Creation

Published March 7th, 2025 by Mitchell Ivany

When creating an account in Sonar through the GUI, it is not currently possible to specify the account ID. However, there are some scenarios where you might want this functionality. For example: Every subscriber who signs up in a particular year should have an account ID that begins with that year (e.g., 2023xxxx). A third-party tool (e.g., Jira) is

Delinquency Billing Best Practices

Published March 14th, 2025 by Mitchell Ivany

The purpose behind having a long-term delinquent account automatically switch from an active status to an inactive status is not to trigger a provisioning change, rather it is designed to prevent additional debits from running on the account when the individual is not able to access their services due to their delinquency. The provisioning change to

The Sonar Field Tech App

Published March 13th, 2025 by Mitchell Ivany

The Sonar Field Tech app was designed for the purpose of streamlining workflow and eliminating obstacles commonly encountered by techs in the field, by providing a modern and flexible interface with everything you need to ensure customer satisfaction. With the Sonar Field Tech app, you can: Get fingertip access to inventory and simplify equipment as

Calix SMx Integration: Overview

Published March 12th, 2025 by Mitchell Ivany

Calix offers a range of solutions to meet your networking needs; however, this article specifically focuses on the integration of an SMx server with your Sonar instance. Utilizing this feature allows you to map data from your instance through to SMx and vice versa. Below, we'll walk you through preparing your instance for the integration and how to

Custom Links: Overview

Published March 13th, 2025 by Mitchell Ivany

Custom Links are designed to bring simplicity to your daily workflow. Whether you use Sonar alone or with other software providers to assist with the management of your company, having a quick, easily accessible link to a 3rd party vendor is helpful. With Custom Links, you have the ability to attach a link to select entities, such as an Account or a

Mutations in the Sonar API

Published March 14th, 2025 by Mitchell Ivany

In the previous article in this series, we took a deeper dive into the new Sonar API; in this article, we'll take a look at mutations in the API. In GraphQL, a mutation is something that changes data. Whether you’re creating, updating, or deleting, running a mutation will always cause data to be modified. Let’s jump into how mutations work. Mutation

Controlling Your Landing Page: Personal Preferences

Published March 14th, 2025 by Mitchell Ivany

Each user in Sonar can perform their day-to-day tasks in individually unique ways. Whether you manage your entire instance, or responsibilities are divided across your organization, controlling your experience is key to working efficiently. This article details the process for controlling your landing page. Other organization and customization contr

Account Overview Customization

Published March 5th, 2025 by Mitchell Ivany

Sonar provides you with a detail view of information within the Account Overview page on individual accounts within your instance. You have the option to customize this view if you choose to, and save your customizations to provide you with the information you feel is important to your user needs within the instance. This is a feature focused on in

How To: Using Sonar's Customer Portal

Published February 18th, 2025 by Mitchell Ivany

The Customer Portal is a Sonar tool designed to allow end-users to manage their accounts, make bill payments, and change their personal information when needed. This article will walk you through the various pages and tabs available within the Customer Portal and provide some examples of common actions you can take. If you're a direct customer of So

Troubleshooting the Customer Portal

Published March 14th, 2025 by Mitchell Ivany

After installing the Customer Portal, there are a few things that can go wrong. In most cases, these issues will have simple fixes, and in this article, we'll review some common installation missteps, and how you can correct them. Common Pre-Installation Issues Let's Encrypt / Certbot is failing to install the SSL certificate on my portal The Let's

Technical Security Overview

Published March 13th, 2025 by Mitchell Ivany

1.0 Purpose This document provides an overview of Sonar Software’s security technologies, policies, and best practices. It addresses the most common questions and areas of importance for our valued business partners. This information is highly confidential and may only be shared with proper authorization. If you require additional details, please co

Message Categories: Overview & Use Cases

Published March 10th, 2025 by Mitchell Ivany

Messaging Categories are used to ensure the appropriate account contacts are notified when sending out triggered messages from your Sonar instance. The way messaging categories function is by first being assigned to both triggered messages and account contacts; when the triggered message is sent out, it will only be received by account contacts who

Setup of Inventory: Manufacturers, Categories, and Assignees

Published March 13th, 2025 by Mitchell Ivany

This article deals with creating and updating of inventory manufacturers, categories, and assignees. For creating new inventory models, or adding new inventory, check out our other inventory articles from Getting Started with Inventory Table of Contents. Inventory Model Categories Sonar users can categorize their inventory in whichever way makes s

Inventory List View: Overview

Published March 13th, 2025 by Mitchell Ivany

This article deals with viewing and updating the fields or assignments for inventory items. For creating new inventory manufacturers, models, or adding new inventory, check out our other inventory articles from Getting Started with Inventory Table of Contents. The main Inventory screen in Sonar is made up of 4 separate sections/views and can be ac

Job Types: Best Practices

Published March 13th, 2025 by Mitchell Ivany

What are Job Types A Job Type is a setting that allows you to customize and control the details of technician visits and scheduled installations. By creating several Job Types, you provide your support agents and technicians a versatile tool-belt for providing accurate schedule windows and detailed task requirements on the job. Making the best use o

Sonar Billing: Overview

Published March 13th, 2025 by Mitchell Ivany

Sonar Billing offers the ability to update your credit card information with Sonar, view previous transactions, access invoices for both your instance fees, and your Print to Mail and SMS transactions. Permissions In order to view Sonar Billing within your instance, the corresponding role permissions must be enabled first. Please take a moment to re

Geofences: Overview

Published March 13th, 2025 by Mitchell Ivany

What is a Geofence In Sonar, a series of tools are provided to define and limit what sort of jobs your technicians can be assigned, and when they can be assigned those jobs. There are also some situations where you may want to restrict the location(s) the technician can be deployed, and Geofences are the tool provided within Sonar to do that. Geofen

Account Types: Overview & Example Use Cases

Published March 5th, 2025 by Mitchell Ivany

What are Account Types? Account Types in Sonar represent a categorization method for various Accounts added into your instance. These categories serve two main purposes: Identification of accounts in reporting and at a glance in the account list Assigning Billing Defaults Functionally, Account Types are simply another layer of distinction on account

Pollers: General Overview, Deployment Strategy, Build Out & Setup

Published March 13th, 2025 by Mitchell Ivany

What is a Poller? A Poller is a device that typically sits within your network in order to monitor and collect network information on deployed devices and bring that data back into Sonar. Additionally, a poller will be able to determine which deployed devices on accounts are connected to which equipment on network sites. One poller can monitor about

Poller Troubleshooting

Published March 13th, 2025 by Mitchell Ivany

Why is my Poller not communicating with Sonar? One of the many issues that can occur when configuring the poller is a failure of the device or Virtual Machine you've configured to poll your network reporting the data back to your Sonar instance. This can result in all devices showing as "good" when observed on the Network panel, even if they've neve

Building Alerting Rotations

Published March 13th, 2025 by Mitchell Ivany

Alerting rotations are used to define periods of time in which network alerts are sent to certain users within Sonar. A network alert would be triggered as a result of a network event that occurs. Network events are considered to be when a device moves into a warning state, a down state, or begins flapping. Alerting rotations can be used to set up a

Report Licenses

Published March 13th, 2025 by Mitchell Ivany

Sonar offers built-in Business Intelligence reporting right from your Sonar instance. This tool can provide you and your team with powerful insights to keep your business running smoothly. Each report contains information critical to making smart decisions, but not every user in your instance will need full access. Report Licenses, alongside user pe

Segmentable Inventory: How-to & Usage Guide

Published March 13th, 2025 by Mitchell Ivany

What is Segmentable Inventory Segmentable Inventory in Sonar is used to manage inventory that begins as a single item, and over the course of its lifecycle, gets subdivided into multiple items. Most commonly, this would represent anything that comes on a spool, such as fiber, ducting, or network cable. Segmentable Inventory differentiates itself fro

Managing Multiple Companies in Sonar: Best Practices

Published March 12th, 2025 by Mitchell Ivany

In Sonar, we give you the option of adding multiple companies into Sonar. These companies allow you to organize customers, contracts, and services in Sonar, all while allowing you to slowly onboard new company acquisitions and their customers. Why Use Multiple Companies? When you acquire a new company or begin bringing in customers from a company th

Understanding Sonar Reports

Published March 13th, 2025 by Mitchell Ivany

As of September 5th, 2022, IE 11 will no longer be supported to use with Sonar's reporting module. It is recommended that you switch to an alternative browser, such as Microsoft Edge, Chrome, Firefox, or Safari. Every instance in Sonar is packed with information that, if extracted, will benefit your business in numerous ways. The easiest, and best

Tower Coverage Integration: Overview

Published March 13th, 2025 by Mitchell Ivany

In order to properly implement the Tower Coverage integration, you'll need to have set up Network Sites within your Sonar instance. If you need information on creating a network site, take a look at the Network Sites: Overview portion of the Network Dashboard: Overview article. What is Tower Coverage? Tower Coverage is a third-party service design

Sonar's Business Intelligence: Overview

Published March 13th, 2025 by Mitchell Ivany

As of September 5th, 2022, IE 11 will no longer be supported to use with Sonar's reporting module. It is recommended that you switch to an alternative browser, such as Microsoft Edge, Chrome, Firefox, or Safari. Reports provide useful insights into information such as customer growth, invoiced revenue, delinquencies, etc. With Sonar's Business Int

Phone Number Types: Overview and Use Cases

Published March 10th, 2025 by Mitchell Ivany

Phone number types are used to identify the various phone numbers that can be added to a contact within your Sonar instance. By default, three phone number types are preloaded into your instance: Home, Mobile, and Work, but additional types can be added as needed. Phone number types can be beneficial when deciding upon the best method to communicate

Application Firewall: General Overview and Best Practices

Published March 13th, 2025 by Mitchell Ivany

What is an Application Firewall in Sonar An application firewall, strictly defined, is a type of firewall that governs traffic to, from, or by an application or service. Application Layer Firewalls accomplish this through a series of configured policies and rules in order to determine whether to block, restrict, or allow communications to or from th

Jobs and Scheduling: Overview

Published March 13th, 2025 by Mitchell Ivany

Within Sonar, there are 3 main views that you will interact with when working with jobs and scheduling - these are the Table View, the Dispatcher View, and the individual job management view. An overview of each of these is provided within this article. For more information on creating, cloning, or scheduling jobs, please refer to the Scheduling How

Invoice Attachment Use Cases & PDF Examples

Published March 12th, 2025 by Mitchell Ivany

Invoice attachments are files that can be appended to all invoices that get sent out to customers. This functionality is designed to provide you with a quick and easy way to relay content efficiently to all customers. Whether it is to make your customers aware of a limited time promotion that is currently being offered, inform them of changes that w

Elevation Tool: Overview

Published March 13th, 2025 by Mitchell Ivany

As part of Sonar's arsenal for Internet Service Providers, we include a tool that allows you to check an Address's Line of Sight visibility to one of your Network Sites. As a reminder, a network site is a location on your network that contains some kind of service providing hardware, whether wireless, fiber, or cable. We call this tool the Elevati

Password Policy In Depth

Published March 13th, 2025 by Mitchell Ivany

Sonar's User Password Policy In general, you want to set requirements so that passwords are difficult to guess, but not so far as to cause "security fatigue" or make it difficult for your staff. In general, it is best to use passphrases rather than passwords as these are more difficult to brute force attack. Increasing the password strength requirem

sonarPay: Token Migration Process

Published March 13th, 2025 by Mitchell Ivany

This article provides the steps for you to request a Token Migration from your current card processor. Sonar does not own credit card information or have a relationship with your payment gateway/processor; therefore, you have two paths to updating or retrieving card data: To expedite your request, you will need to include the AOC and Visa Global Reg

Users: Overview

Published March 13th, 2025 by Mitchell Ivany

This article provides information regarding the Users screen in Sonar (accessible through Settings → Security → Users). If you are looking for information regarding the “User Profile” page (your personal user settings), please refer to the User Profile: Your Personal User Settings document here. In Sonar, a user is defined as an individual who has

sonarPay Overview

Published March 13th, 2025 by Mitchell Ivany

Sonar is excited to offer sonarPay, a fully integrated payment solution for internet service providers. With sonarPay you get payments, reporting, reconciliation, and customer service native to Sonar’s billing platform all supported within your Sonar instance. To sign up or set up sonarPay within your instance, please contact your Client Relations M

sonarPay Reversals, Voids, & Refunds: Overview

Published March 13th, 2025 by Mitchell Ivany

sonarPay allows for you to Reverse, Void, or even Refund all payment transactions within your Sonar instance. The process is simple and allows for your accounting to remain accurate within your instance due to completing our two step process. The two step process ensures that any void or refund is reconciled properly within your instance by first co

sonarPay Chargebacks & Disputes: Overview

Published March 13th, 2025 by Mitchell Ivany

sonarPay offers the ability to view and track the status of your chargebacks and disputes within your Sonar instance. You are still required to navigate to your sonarPay instance to respond to a Dispute. Native dispute responses are upcoming. Permissions To view sonarPay chargeback and disputes within your instance, the corresponding role permissi

Vetro FiberMap Integration: Overview

Published March 13th, 2025 by Mitchell Ivany

Integrating Vetro FiberMap with your Sonar instance allows for the automation of FiberMap data into your instance, which can include generating new network sites and serviceable addresses, as well as pulling in any associated customer data. The level of data you wish to pull in depends on which elements you enable, which we'll detail below. This int

Using Multiple Network Devices in Sonar

Published March 15th, 2025 by Mitchell Ivany

Implementing network management in your Sonar instance allows you to use several integrations to control customer connectivity, network activity, and individual account restrictions. Whether you're implementing DHCP servers, RADIUS accounts, or inline devices, you can configure multiple external devices to manage your network. Each network device ad

Network Inventory: How-to & Usage Guide

Published March 13th, 2025 by Mitchell Ivany

What is Network Inventory Network inventory in this context is used purely to distinguish your trackable inventory between it and Segmentable Inventory. Network Inventory is commonly used to track your networking-enabled devices, including radios, ONTs, OLTs, and Customer Premises Equipment. Network Inventory empowers your instance by enabling track

Sonar's Rich Text Editor

Published March 14th, 2025 by Mitchell Ivany

The rich text editor is available in numerous areas of Sonar, such as when sending out mass emails, responding to tickets, or creating email messages for triggered emails. It allows users to further customize and stylize plain text by applying formatting, such as bold, italics, underline, etc. A description of each button available in the rich text

Multi-Factor Authentication: Overview

Published March 13th, 2025 by Mitchell Ivany

Sonar provides you with the ability to use Multi-Factor Authentication (otherwise known as MFA) for logging into your instance. This feature helps to provide security for your instance while users log in. Sonar provides this as an optional feature to users, unless the “Required” option is enabled. It is recommended that you set up multiple Authentic

Communication Tools: Overview

Published March 9th, 2025 by Mitchell Ivany

Overview The Communication Tools page provides the ability to view customer communication at an instance level, as well as offering the ability to create mass messages and set triggered messages for future actions, along with providing access to configure related items such as saved messages and saved message categories. To access this area, locate

Custom Fields Overview & Use Cases

Published March 13th, 2025 by Mitchell Ivany

Custom fields are a quick and easy way to track unique data on various entities within Sonar. They allow you to create and store customized, individual pieces of information that Sonar does not have a native place to store within the system. They can be added to newly created or existing entities within Sonar and also provide you the ability to run

User Profile: Your Personal User Settings

Published March 14th, 2025 by Mitchell Ivany

The personal user settings page (also known as the “User Profile” page) houses information specific to your individual user within the Sonar instance. This article will provide an overview of the information contained here and how you can interact with it. Navigating to Your User Settings Navigating to your user settings page can be done quickly fro

Canned Replies Examples & Templates

Published March 13th, 2025 by Mitchell Ivany

Canned Replies Examples and Templates Canned replies are template answers used for ticket responses to your customers. This functionality is to provide you a quick and standard answer to repetitive questions in an efficient manner. These canned replies can be used for regular questions about where to send payments, to respond to tickets regarding a

Tracking and Using Consumable Inventory

Published March 13th, 2025 by Mitchell Ivany

What are Consumable” items A Consumable Item is any inventory that, once used or installed, will not be recovered and used again. However, not all Consumable items are handled the same way. Some Consumable Items will require specific tracking to monitor how they're being used, while others are simply added to track them for reordering as they're use

Task Templates Overview & Use Cases

Published March 13th, 2025 by Mitchell Ivany

For a more general overview on tasks, take a look at our article on Notes & Tasks: Best Practices & Use Cases here. Creating the Task Template Task Templates are created in Settings → Misc -> Task Templates. The Task Template is a section of Sonar created in two steps: Creating the Template title. The title is used to identify the Templ

Cable Modem Provisioning

Published March 15th, 2025 by Mitchell Ivany

Getting your Sonar instance set up to use Cable Modem Provisioning is a straightforward process. Your Sonar instance will be able to natively integrate with Incognito in order to provide services and IP addresses to your customers using Cable Modems. Incognito Setting up Incognito is done in 3 steps - the first is configuring the integration, the se

Using Sonar DataConnect to Connect BI Applications with Your Sonar Instance

Published March 13th, 2025 by Mitchell Ivany

Sonar DataConnect will let you hook your Sonar Reporting data to your preferred external Business Intelligence tool. DataConnect gives you the powerful customer insights stored in your instance, without restricting you to a specific reporting platform. With this feature, you'll be able to request your database credentials, which are used with your B

Enhanced Business Intelligence - Tips & Tricks for Advanced Users

Published March 13th, 2025 by Mitchell Ivany

Business Intelligence is more than your basic reports. In other articles, the Reports dashboard was shown, with the variety of default reports available to all subscribers detailed there. From there, Custom Reports were explored, with their general creation process detailed within that article. In this article, advanced features will be explored, ai

API Changes for Voice Billing

Published March 13th, 2025 by Mitchell Ivany

Intro With our voice billing update deployment (October 6th, 2022) brings significant improvements to voice billing in Sonar, and includes several changes to our GraphQL API. Please see review the "Reference" section below for a full list of changes. What’s New? We have introduced three new entities in this update: Rate Centers Scheduled Event Accou

The Sonar Community Forum

Published March 13th, 2025 by Mitchell Ivany

The Sonar Community Forum is one of the ways you're able to interact with other users of the software, in addition to viewing posts and details shared by Sonar staff members. While the Community Forum is not an official source for support, posting your questions and tricky issues is a good way to gather opinions from others. Getting a second look mi

Assigning an IP Address Using Sonar's IPAM: How to

Published March 15th, 2025 by Mitchell Ivany

In order to provision service for your customers in Sonar, two things are needed - a data service on the customer's account, and an IP address assigned to the customer premises equipment. In other knowledge base articles, the process of setting up your DHCP Server and your Inline Device have been covered, both of which are methods of automating the

Webhooks in Sonar: Basic PHP Example

Published March 13th, 2025 by Mitchell Ivany

If you have not read the article How to: Using Webhooks in Sonar, we highly recommend that you start there. Below is an example of a very simple Webhook receiver that you could host on a server to get Webhooks from Sonar. This example simply outputs the JSON data to a file in /tmp. <?php$output_dir = "/tmp/webhook-output";$output_path = "$outpu

Building Address Lists

Published March 15th, 2025 by Mitchell Ivany

General Overview An address list is a list of IPv4 and/or IPv6 addresses and subnets. The only purpose of an address list is to group together IPs that you wish to add as a group to an inline device. The primary purpose of an address list is to implement some kind of policy using an inline device on a group of IPs. For example, you could group all I

Sonar Casts Table of Contents

Published March 13th, 2025 by Mitchell Ivany

Listed below are all of the Sonar cast videos, categorized by the Sonar module they correspond to. Use the table of contents (to the right) to quickly jump to the different sections. Accounts Account List View (3:17) This cast provides an overview of the information and features available from the Account List View. Account Management View Series -

Sonar Flow

Published March 15th, 2025 by Mitchell Ivany

The two diagrams below indicate how Sonar V2 instances interact with customer networks. If you prefer a PDF (e.g., for sharing), one can be downloaded here. Overview RADIUS

Dynamic Time Zones in Sonar

Published March 14th, 2025 by Mitchell Ivany

To provide more flexibility while scheduling jobs, viewing technician availability, and pulling up table details, your Sonar instance comes with the ability to dynamically display multiple time zones simultaneously. While this functionality is available in many of Sonar's modules, the way you interact with time zones will differ based on the current

Archived Release Notes

Published March 13th, 2025 by Mitchell Ivany

Archived/Historic Release Notes Below, you can find tables organized by year of V2 release notes as they've been gathered and organized within the knowledge base: 2025 Month of Release Link to Article January 2025 January Release Notes 2024 Month of Release Link to Article January 2024 January Release Notes February 2024 February Release Notes March

Date/Time Picker: Overview

Published March 14th, 2025 by Mitchell Ivany

How to Use the Date/Time Picker The Date/Time Picker is a useful tool that can help you quickly find the date/time you need when completing tasks within your instance. Selecting the Month When choosing the date for scheduling a job, time off, alerts, or many other tasks, you have the option to select the date by using the side arrows or by clicking

Filtering: Overview

Published March 14th, 2025 by Mitchell Ivany

Within Sonar, you will come across multiple areas where you are provided the opportunity to filter provided tables. Each table provides you with filter options that pertain to that individual table, which ensures that you have the right tools to view the information you are seeking. Using Filters You can begin using filters by entering text into the

Building RADIUS Groups

Published March 15th, 2025 by Mitchell Ivany

General Overview This article assumes you have already connected a FreeRADIUS server to your Sonar instance. If you have not already done this, check out our guide HERE. Defining RADIUS groups will automatically create RADIUS user groups on your RADIUS server. The name provided, and the priority selected, will determine the name of the group, and

New Client Training Overview

Published March 13th, 2025 by Mitchell Ivany

Sonar's live training schedule can be found in the Training Catalog here. Please refer to this schedule for the updated dates and times that the trainings are being held. Sonar's Live Training Schedule The live trainings are held on a monthly schedule — the dates and times will be updated and reflected on the Training Catalog (linked above). Below