# Migrations

## What is Migration?

In the context of the WhatsApp Business Platform, **migration** refers to the process of transferring a phone number from one WhatsApp Business account to another, without losing its messaging history, display name, or quality rating.

This process is typically used when:

* A business switches from one Business Solution Provider (BSP) to another
* A business wants to move a number from one WhatsApp Business Account (WABA) to another
* A business wants to change the currency of a WABA

Migration is only required if a phone number is already registered for the **WhatsApp Business API.**

The WABA currently hosting the number is called the **source WABA**, while the WABA receiving the number is called the **destination WABA**.

If the number is being used on the **WhatsApp Business App,** you must either:

1. Onboard the number using [WhatsApp Coexistence](https://docs.360dialog.com/docs/hub/embedded-signup/coexistence-onboarding), or
2. Delete the WhatsApp Business App account before proceeding to register the number for the WhatsApp Business API.

If the number is being used on the **consumer WhatsApp app**, there is no API migration process; instead, delete the WhatsApp consumer App account before proceeding to register the number for the WhatsApp Business API.

## Migration Scenarios

The scenarios below outline when a phone number registered for the WhatsApp Business API may need to be migrated or reassigned. Migrations involve moving the number between BSPs or WABAs. Internal configuration changes happen within the 360Dialog platform.&#x20;

It is important to determine the correct migration path before starting the process.&#x20;

| Scenario                                                                                                                                                 | Description                                                                                                                                                                                      |
| -------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| [Migrate a number to 360Dialog](https://docs.360dialog.com/docs/hub/migrations/migrate-a-number-to-360dialog)                                            | Transfer a number from another BSP to 360Dialog while retaining its API registration on Meta.                                                                                                    |
| [Migrate a number to a new WABA (with 360Dialog)](https://docs.360dialog.com/docs/hub/migrations/migrate-a-phone-number-to-a-new-waba)                   | Transfer a number from one WhatsApp Business Account to another with 360Dialog.                                                                                                                  |
| [Migrate a number to an alternate BSP](https://docs.360dialog.com/docs/hub/migrations/migrate-to-alternate-bsp)                                          | Transfer a number from 360Dialog to a different BSP.                                                                                                                                             |
| [Migrate a client to a new Partner (with 360Dialog)](https://docs.360dialog.com/docs/hub/migrations/migrate-all-numbers-to-a-new-partner-with-360dialog) | <p>Transfer all numbers to another 360Dialog integration Partner. (Partner Change)<br><br>ie: Move 1 client account and all contained assets, WABAs and numbers, from 1 Partner to another. </p> |
| [Migrate a WABA to a new Partner (with 360Dialog)](https://docs.360dialog.com/docs/hub/migrations/migrate-a-waba-to-a-new-partner-with-360dialog)        | Transferring 1 WABA and all contained numbers to another 360Dialog Partner.                                                                                                                      |
| [Migrate numbers between Business Managers](https://docs.360dialog.com/docs/hub/migrations/moving-numbers-between-business-managers)                     | Migrate a number from one Meta business portfolio to another.                                                                                                                                    |

## Impact on Assets

<table><thead><tr><th width="442.3333740234375">Asset</th><th width="110.888916015625">Migration</th><th>Configuration Changes</th></tr></thead><tbody><tr><td>Display Name</td><td>✅ Yes</td><td>✅ No loss</td></tr><tr><td>Quality Rating</td><td>✅ Yes</td><td>✅ No loss</td></tr><tr><td>Messaging Limits</td><td>✅ Yes</td><td>✅No loss</td></tr><tr><td>Official Business Account Status</td><td>✅ Yes</td><td>✅No loss</td></tr><tr><td>Uploaded Media</td><td>✅ Yes</td><td>✅No loss</td></tr><tr><td>Approved High-Quality Message Templates</td><td>✅ Yes</td><td>✅No loss</td></tr><tr><td>Low-Quality, Rejected, or Pending Message Templates</td><td>❌ No</td><td>✅ No loss</td></tr><tr><td>Catalogs</td><td>❌ No</td><td>✅ No loss</td></tr><tr><td>Message and Chat History</td><td>❌ No</td><td>✅ No loss</td></tr></tbody></table>

## Templates

Templates are automatically duplicated in the destination WABA and initially granted the same status as their source counterparts.

After duplication however, templates are re-checked to ensure they are correctly categorized according to Meta [guidelines](https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines). This may result in some duplicated templates having their `status` set to `REJECTED`.

Only templates with both a `status` of `APPROVED` and `quality_score` of `GREEN` are eligible for duplication. If the destination WABA cannot accommodate all of the new templates, we will duplicate as many as we can until the destination WABA's template limit has been reached. Unduplicated templates must be re-created and submitted for approval if they are to be used by the destination WABA.

Note that **template quality ratings are not duplicated**. All duplicated templates will start with an `UNKNOWN` rating. This rating will remain for the first 24 hours, after which a new rating will be generated if sufficient data is available.

## Billing

Messages delivered before the migration is complete are charged to the old Solution Partner. Undelivered messages sent before migration is complete will be charged to the old Solution Partner if they are delivered after migration is complete. Messages delivered after migration is complete are charged to the business customer.

## Limitations

* Test business phone numbers issued by WhatsApp cannot be migrated.
* COEX numbers can´t be migrated.
* Business phone numbers must have an approved display name (`name_status` is `APPROVED`).
* Business phone numbers cannot have any associated pending display name change requests.
* Quality ratings of templates will **NOT** be migrated. All migrated templates will start with an `UNKNOWN` rating. This rating will remain for the **first 24 hours**, after which a new rating will be generated if sufficient data is available.

## Migration checklist

Before migrating a number, please ensure the following checklist is completed:

* [x] Ensure the number planned for migration can receive and verify a 6-digit PIN via SMS or voice call, and that it can accept international calls.
* [x] The user performing the migration must have the required access to the Meta Business Portfolio or WhatsApp Asset.&#x20;
* [x] The source Meta Business Account is verified.&#x20;
* [x] The source WhatsApp Business Account (WABA) is approved.&#x20;
* [x] The Display Name is approved.&#x20;
* [x] The source WABA has a valid payment method attached in Payment Settings.&#x20;
* [x] Two-Factor Verification (2FA) [is disabled](https://docs.360dialog.com/docs/resources/phone-numbers/2fa) for the number.
* [x] The business website is live and accessible. Meta may verify the website listed in Meta Business Suite > **Business Info**, and if it is incorrect or inactive, the account could be taken offline following the number migration.
* [x] 🇧🇷 Extra step for Brazilian numbers - Check the current WhatsApp profile to confirm whether the number includes the extra “9.” Use the same format when migrating.
