Migrate a number to a new Partner (with 360dialog)

Background

For security and billing reasons, A WhatsApp Account (WABA) can only be associated with one integration Partner within the 360dialog platform at any one time.

You can view your current Partner from your Profile > Partner > Current partner

Limitations

• You can only migrate all numbers tied to a single account at once. For instance, if you have three numbers on one WhatsApp Business Account, all three will be moved to the new Integration Partner. You cannot migrate just one number and leave the rest with your current partner.

• For some legacy clients, the option to change partners may not be available. You might see a grayed-out "Change Partner" button or receive an error message that says, "Destination partner is using a different payment processor." If this occurs, please contact our support team for assistance.

How to Change Partner

1

Go to Profile > Partner > Change Partner

2

You might be prompted to complete your company information.

3

Enter the Partner ID of your Destination Partner If you do not know the ID of your Destination Partner, please contact them directly to request it, or you can ask the 360dialog Customer Support team.

4

Review the list of numbers to be migrated to the new Partner and Click > Continue to next step

5

Confirm terms > Submit Partner Change Request

Confirm Payment Method

Sometimes, your new Integration Partner will require you to add a Payment Method before you can proceed.

New Partner Approval

While most partners automatically accept incoming change requests, some will need to manually approve them.

Your new (destination) Partner might need to approve your request from their 360dialog Partner Hub. They'll receive a notification as soon as you submit the request, and you can track its status in your panel. Once they accept it, all your numbers will be moved to their account immediately.

Grant Permissions to New Partner

After the Partner Change is complete, you must grant your new partner permission to manage your numbers.

1. In the 360dialog Hub, go to Menu > Settings > Partner Settings.

2. In the Partner Settings section, select the numbers you want the new partner to manage.

3. Click "Save Changes" to apply the permissions.