Step by step: How to migrate a WhatsApp account to the Business API

This step by step is suitable for companies that:

  • Use WhatsApp on the desired number in the Business App

  • Use WhatsApp on the desired number in the default App

  • Use WhatsApp on the desired number in an unofficial API

The individual WhatsApp App is a great quick fix for those just starting out, but over time message management becomes cumbersome and needs to be automated. Therefore, using the Business API is essential to keep up with the growth of your communication channels.

As fast and easy as the WhatsApp Business API registration process is, the account is still subject to direct approval by the WhatsApp team. Therefore, the number may be inactive for up to 3 days after account registration.

Step 1: Check your business verification status on Facebook Business Manager

To have full access to the WhatsApp Business API, your company must be verified in the Facebook Business Manager.

If you submit an account after 12th September 2021 you will be eligible for the Business Verification Bypass Pilot.

When you access your company's Facebook Business Manager (in the Security Center menu), what is the current status?

(Option 1) I haven't sent the documents to start the verification

On your page, the verification option should appear similar to the image, with the blue button:

This means that your number has limited access to the WhatsApp Business API, which lasts for only 30 days.

For you to have full access to the API you need to start the Business Verification process in Facebook Business Manager.

Documents

Go to the page and click on the blue button to send the necessary documents.

To learn more about the Business Verification process, click here to access our documentation.

It contains a list of documents that need to be sent by companies, here.

Checklist

To increase the company's chances of being verified by Facebook, it is important that:

  • The company's website is active and complete

  • The account email is from the same domain as the company's website provided in the documentation

  • The company's trade name in the documentation is the same used on the website and on the Facebook page. If different, the names need to be related in some way on the website. For example, at the footer, enter "Company ABC powered by company D"

After submitting the documentation, you will be informed via email of the progress of the company's verification.

(Option 2) I have already sent the documents for verification and I am waiting for feedback from Facebook.

On your page, the verification option should appear similar to the image, with the gray button:

This means that your number has limited access to the WhatsApp Business API, which lasts for only 30 days.

In order for you to have full access to the API, the Business Verification process in Facebook Business Manager must be completed.

You will be informed via email of the progress of the company verification.

After verification in Business Manager, your WhatsApp Business API account will also undergo verification of WhatsApp Commerce Policy and Display Name. Once these steps are approved, you will have access to all API functionalities.

If you have been at this stage for more than 30 days, please contact your partner or our support team.

(Option 3) My company has already been verified by Facebook

On your page, the verification option should appear similar to the image, with the verification date.

If that's the case for you, you've already completed this step successfully!

Your WhatsApp Business API account will go through the WhatsApp Commerce Policy and Display Name verification. Once these two steps are finished, you will have access to all API functionalities.

(Option 4) Company verification is not yet available in my Business Manager

If you haven't started the verification process yet, but when accessing the Security Center, the button is unavailable (light blue), you first need to enable your Business Manager to start the verification process.

There are a few ways to enable the Business Verification:

  • Add your current number being used in WhatsApp Business App to your Facebook Business Manager account

  • Start Embedded Signup (Step 3) until the moment before registering the WhatsApp number

Once the button is enabled, proceed with Option 1.

Step 2: Delete current account to start migration

You can use a phone number that is already registered in the Android, iPhone, or Business versions of WhatsApp. However, to register this phone number in the WhatsApp Business API, you need to follow the steps outlined on this page to delete the WhatsApp account associated with that phone number.

Learn more about this process in our documentation.

Once you finish deleting your account, you can immediately proceed to the next step.

Step 3: Register WhatsApp Business API account by Embedded Signup

Have the registration link sent by your partner at hand. It looks like this image:

Don't want to start with a partner? Click here.

On the form, you must fill in all information carefully. If you need more information, check out our documentation.

Once the form is finished, you have access to the API.

Step 4: Copy and save your API key

At the end of the account registration form, you will see a screen similar to this:

This API key will allow you to use your WhatsApp Business API account on the chosen platform to manage the messages sent and received by this number.

Only you have access to the API key, and it must be submitted in the chosen platform. Therefore, it is important to copy it and keep it in a safe place.

If you lose the API key, you can generate a new one in 360 Client Hub. The old API key will no longer work, and you will need to replace it with the new one on all platforms where you manage the account.

Learn more about the API key here.

Step 5: Manage your account on the 360 Client Hub

Save the 360 Client Hub address to access it when you need to manage your account, send new template messages or reach out to our support.

Learn more about the hub features here.