Migrate a phone number to a new WABA

Rules

• The client will need to go through the process themselves, as outlined in this document.

• The client must have access to the phone number to receive the OTP.

• The migration happens on a number basis. This means each number has to be moved into the WABA individually. This process presents an opportunity to strategically distribute numbers across WABAs.

• Display name must be approved and 2FA disabled.

• The phone number can´t be connected to any active WhatsApp application.

Migration Process

1. Create a new destination WABA

In the 360dialog Client Hub > Details > Whatsapp Business account > Migrate number to a different WABA, the Client can either create a new WhatsApp Business Account (WABA) or migrate the number to an existing one.

As a Partner, you may assist the client during signup, but should never go through it on behalf of the client. The client needs to use their own 360dialog Client Hub account under their owned email address and use their own Business Manager when registering a WABA.

When a client decides to create a new WABA, they can initiate the process by selecting the appropriate option. This will activate the embedded signup feature, where they need to follow the steps outlined below.

Step 1: Fill in the Business information

The client must select from creating a New Meta Business Account or using an existing Meta Business Account.

Step 2: Create a WhatsApp Business Account

In this step, the client will have the following options:

"Choose a WhatsApp Business Account"

All WABAS currently associated with the Business Manager ID provided in the previous step will be available for selection.

To create a new WABA, choose the option to "Create a new WhatsApp Business Account" and complete all the required business details in the next step.

Step 3: Create the new WhatsApp Business Profile

If the client chooses to create a new WhatsApp Business Profile, select the option "Create a new WhatsApp Business Profile" and complete all the required business details on the next screen.

Step 4: Exit the Embedded Signup process

Click Next, and once the WABA is created, you can close this page and return to the 360dialog Hub migration feature.

2. Select the newly created WABA to transfer the number

Now that a new WABA has been created, the client can return to the migration screen in the 360dialog Hub and move the phone number from the old WABA to this new one.

If you can't see the recently created WABA, go on Create new WhatsApp Business Account again, scroll down the page, and select the checkbox confirming you have already created it. In the next page you will be able to add the WABA ID, which you can find in your Business Manager > WhatsApp Manager.

3. Verify ownership of the number

Once the client selects the newly created WABA, we'll prompt them to verify their phone number. They will receive a 6-digit PIN through SMS or a phone call.

4. Finish the Migration process

Once the migration process is complete, the client can ensure the successful transfer by reviewing the status of the number in their old WABA in WhatsApp Business Manager. If the status shows as "transferred," it worked correctly. At that point, they can simply delete the number from the old WABA directly within the WhatsApp Business Manager.

The 360dialog Hub will reflect the new WABA Name on the Details Page after a refresh.

Should any issues arise during this process, please contact our support team for assistance.