Migrating an existing WhatsApp Business API account to SleekFlow

Transfer access rights of your WhatsApp Business API account from other Business Solution Partners to SleekFlow

Written By Frieda Yip (Super Administrator)

Updated at September 7th, 2024

đź”’ The information in this section applies only to Admin account users

 

đź”’This process only applies to users with an existing WhatsApp Business API account

 

You can migrate your existing WhatsApp Business API account from another Business Solution Partner to SleekFlow by following the guides outlined in this article.
 

What can be migrated? 

The table below outlines the items that can and cannot be migrated from your existing WhatsApp Business API account:

âś… Can be migrated

❌ Cannot be migrated

Quality rating Chat history
Any approved high quality message template Low quality, rejected, or pending message templates

Official Business Account Status 

(green tick)

 
Display name  
Messaging limit  

 

Preparing for migration

The following items are mandatory for processing your migration request:

  • Facebook personal account with full access rights in Facebook Business Manager. You can check your access here. 


     
  • Confirm your Facebook Business Manager ID.
     
  • Facebook Business verification status is “Verified”


     
  • Phone number is active to receive verification code via SMS or phone call.
     
  • Confirm your current WhatsApp display name


     
  • Turn off 2-step verification in WhatsApp Manager. Learn how to turn off 2-step verification here. 
     

Step-by-step migration guide

The application process will take ~10-15 minutes to complete. Please expect a 5-10 minute downtime during the application. To migrate a WhatsApp Business API account to SleekFlow: 

  1. Sign in to your SleekFlow account and go to "Channels" by clicking on the icon on the left sidebar
  2. Go to the WhatsApp Official API channel settings page, and click "Connect" on the right side of the screen.
  3. You will be prompted to purchase a WhatsApp Business API connection add-on via Stripe. The standard fee is your local currency value equivalent to US$15/month for each connected phone number.

    Click “Pay $15.00 via Stripe” to proceed to payment.


     
  4. You will be directed to Stripe to proceed with the payment. Enter your credit card information and click "Subscribe" to complete the payment. 


     
  5. Once payment is complete, you will be redirected to SleekFlow's WhatsApp Official API connection page
     
  6. Under “How to connect”, select “Connect an existing Cloud API number to SleekFlow platform”. 

    Click “Next” to proceed. 


     
  7. You will see a separate pop up window. Please sign in to your personal Facebook account that has full access rights in the Facebook Business Portfolio. 

    Input your password, then click "Continue". 


     
  8. Once signed in, click "Continue as {your user name}" to proceed to the next step. 

    If you are not on the correct account, click "Log into another account" to return to the previous step. 


     
  9. You will be asked to fill in your business information. 

    Ensure the business portfolio that you have selected here is the same as that with the WhatsApp Business API account you are looking to migrate. 

    Click “Next” to proceed. 


     
  10. Next, under Choose a WhatsApp Business Account, choose “Create a WhatsApp Business account”


     
  11. Then, input the name in the text box under WhatsApp Business Account Name. This name is for internal reference only and will not be disclosed to the public. 

    Under “Timezone”, choose the timezone your business is in. 

    Click”Next” to continue. 


     
  12. Review the permission you are granting to SleekFlow. If all sounds good, click “Continue”. 




     
  13. You will be redirected to the SleekFlow Channel connection page. Click “Previous” to return to “Channel”. It is normal to see no account available for selection in this stage.


     
  14. Choose “Connect Cloud API using a new phone number”, then click “Next”


     
  15. Once you are logging to your facebook account again, fill in your business information in this page
  16. In (a), choose newly created WhatsApp Business account in Step 10 and 11. 
        In (b), select “Create a new WhatsApp Business profile. 
  17. In (a), input the exact same WhatsApp Display name. Then, select the Category of your business under Category.

    Click “Next” to continue. 

  18. Connect your phone number to the WhatsApp Business profile by choosing the correct country code and inputting your phone number.

    Then, choose a method to get a verification code. You may choose either via "Text message" or "Phone call".

    Click "Next" to get the verification code.
  19. You will see a notification stating that the code is sent successfully. Once you receive the code, input it in the brackets.

    And click "Next" to proceed.

  20. Your application is complete!

    You can now receive unlimited customer-initiated conversation and send a specific amount of business-initiated conversation in a rolling-24 hour period.

    Click "Finish" to connect your WhatsApp Business account with  SleekFlow. 

    The number of business-initiated conversations that you get depends on the Facebook Business Verification status of your Facebook Business Manager. 
     
  21. You will be redirected to back SleekFlow. In this page, choose the WhatsApp business profile that you just created and fill in the "Channel name". The "Channel name" is private and can only be viewed by your internal staff and SleekFlow. Customers will only see the "Display name".

    Click “Next” to proceed. 


     
  22. You have successfully migrated your WhatsApp Business API Account and Business Profile to SleekFlow! Please review the details of your account, then click "Go to settings" to return to the "Channels" page.Â