How to migrate an entire WhatsApp Business Account to WhatsApp Cloud API

Migrating a WhatsApp Business Account (WABA) involves switching from your current Solution Partner to a new one (in this case, Kommo). This process includes:

• Disconnecting your WABA with your current partner.
• Connecting it with the new partner.
• Setting a payment method.

Once you complete the migration, all associated business phone numbers will continue to function as usual.

When to use this migration method:

• You have multiple phone numbers added to a WABA and want to migrate them all at once.
• You want to migrate a single number but cannot auto-migrate through Meta or manually delete the number due to recently paid messages (sent within the last 30 days).

Before you begin the migration, make sure you own and have direct access to your WABA through the Meta Business Manager. WABAs owned by Solution Partners (the On-Behalf-Of model) are not supported.

Follow these steps to migrate your WABA to WACA:

Before you can migrate, you need to unshare your WABA from your current provider. Here’s how to do it:

1. Go to Business Settings in your Meta Business Manager.
2. In the Accounts section, select WhatsApp Accounts.
3. Choose your desired WhatsApp Account.
4. Click on the Partners tab.
5. Find your current partner and revoke access to WABA by clicking the trash can icon next to your provider's name. Follow the steps to unshare your WABA.

Alternatively:

1. Navigate to the Partners section.
2. Select the partner currently associated with your WABA.
3. Click the trash can icon and confirm the removal of access.

To connect your number to the WhatsApp Cloud API:

1. Start the connection flow outlined in our article on migrating a single number.
2. During the connection process, you’ll see a “This WhatsApp Business account was previously shared” notification in the Facebook modal when selecting the unshared WABA.
3. Once you select your existing WABA and proceed, the flow will end, so you won’t have to select a business phone number.

Once these steps are completed, the Partner listed in your WABA settings will change to Kommo.

The final step is to set the payment method. As mentioned earlier, the payment method can only be set starting from the 1st of the following month. For example, if you completed unsharing your WABA in September, you will be able to set the new payment method starting in October. Until then, you will continue to use your previous Solution Partner’s credit line, which means you will be prevented from sending messages.

For detailed steps on setting up a payment method for your WABA, refer to the Meta Help Center article.

Once the payment method is configured, your WABA migration will be complete, and you will regain the ability to send messages.

As mentioned in our migrating a single number article in the “Migrating from WhatsApp Business API (WABA) integration“ section, when migrating you can use the source merging feature to streamline your transition:

This feature will allow you to continue conversations in existing chats after the migration, transfer existing templates, and automatically reset automations (bots and triggers).

If you are migrating an entire WABA with multiple numbers, the source merging feature must be applied individually to each number. Although the numbers are already connected, you need to initiate the connection flow for each additional number to apply the source merging feature.

To use the source merging feature for each additional number, you need to:

1. Go to the number table inside the widget and click Connect new account.

1. During the connection flow, select the existing WABA (already transferred to Kommo) and the number you want to implement the source merging feature. Follow the prompts in the Meta modals, then proceed with the source merging flow in the widget modal.
2. In the widget modal, select the desired number in the first selector and the same number in the second selector to proceed with the source merging.

This action will not affect the work of your number, however the source merging will take time, from 10-15 minutes on average. During the source merging process, the number will be prevented from receiving and sending messages, but they will be stored in a queue, so once the process is completed stored messages will be delivered and sent.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

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