Partner Change
This document explains how to change your Software integration Partner
Background
At present, a WABA number can only be associated with one Partner at any one time.
You can access Partner Settings in Menu bar in the top right > Settings
Request Partner Change
You can request to change your Partner at any time by following the steps below. You will receive a notification when the request is approved.
It is only possible to migrate ALL numbers associated with 1 account. For example: if you have 3 numbers registered under 1 WhatsApp Business Account, all 3 numbers will be migrated to the new Integration Partner. It is not possible to migrate 1 number and leave the remaining numbers with the current integration Partner.
For some clients, partner change requests are temporarily unavailable. You may see a grayed-out request button or encounter an error message indicating, "Destination partner is using a different payment processor."
Please hold off on any partner change requests for the account until further notice. We'll keep you posted on developments. Thank you for your patience.
Go to Profile > Organization Settings > Request partner change
Enter the Partner ID of your Destination Partner (If you do not know the ID of your Destination Partner, please contact them directly request it).
Click Continue to next step
Confirm terms > Submit Partner Change Request
Confirm Payment Method
In some cases, where your new Integration Partner will require a Payment Method to be added before you can proceed.
New Partner Approval
Your new (destination) Partner must approve/accept your incoming change request from their 360dialog Partner Hub. They will receive a notification about your change request as soon as it's made. You will be able to see the change request status in your panel.
Grant Permissions to New Partner
After the Partner Change is completed, you must grant permission to the new Partner to manage your account.
In the 360dialog Hub, access the Menu bar at the top of the page> Settings > Partner Settings.
In the Partner Settings section, select the numbers that you wish to grant permission to the new partner to manage. Once you have made your selection, click on the "Save Changes" button to apply the permissions.
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