BSP to BSP Migration


Before we dive into the process, let’s understand some key terms:


  • Source BSP: The BSP you are switching from.
  • Destination BSP: The BSP you are switching to.
  • Source WABA (WhatsApp Business Account): The account currently linked to your phone number.
  • Destination WABA: The account your number will be linked to after migration.

What Gets Migrated During WhatsApp API BSP Migration?

When migrating from one BSP to another, here’s what you can retain:


  • Registered Phone Number
  • Display Name
  • Phone Number Quality Rating
  • Official Business Account (Verified or Blue Tick) Status
  • Messaging Limits
  • Previously Approved High-Quality Templates

Approved high-quality templates are ready for use immediately after migration. These templates do not require re-approval.

Interesting fact: Template quality rating does not get migrated as Meta creates a duplicate of the existing high quality templates so they are treated as fresh templates and hence do not have quality rating associated with them.

What Does NOT Get Migrated During WhatsApp API BSP Migration?

The following items are not included in the migration process:


  • Low-Quality, Rejected, or Pending Templates
  • Chat History
  • Message Insights

  • Authentication Tokens


If retaining chat history is important, consider backing up data before migration from the source BSP.


Pre-requisites for Migration:


  1. Ensure your Source WABA is approved and verified by WhatsApp.
  2. Keep access to your phone number to receive the 6-digit PIN for verification via SMS or voice call.

How Long Does Migration Take?

The entire migration process typically takes a few minutes. During the migration:


  • The Source WABA can continue sending and receiving messages.
  • Once the migration is complete, the Destination WABA can start sending messages immediately.

There’s no downtime, ensuring seamless communication.

Steps for BSP Migration

Here’s a simple step-by-step guide to migrate your WhatsApp API number to a new BSP like Heltar:


  1. Confirm with the Source BSP that 2FA is disabled.

    Go to https://business.facebook.com/settings> Select the facebook business manager account>go to whatsapp accounts>select the source WABA onboarded with BSP.

    Go to Two step verification, click on turn off two step verification.

    Before we begin, here are three pre-requisites you must meet to migrate from your existing WhatsApp API provider to AiSensy:

    • Ensure your WhatsApp Business Display name is approved
    • 2-Factor Authentication must be disabled
    • Your WhatsApp Business API number should be available for OTP verification
  2. In this document, we'll cover how to:
    • Disable 2-factor authentication of your current WhatsApp API provider
    • Migrate to AiSensy from your current WhatsApp API provider

  3. Let's discuss both of these parts in detail.


    Steps to Disable 2-Factor Authentication

    1. Go to Facebook Business Settings & click 'WhatsApp accounts'

    First, go to Business Settings in your Facebook Business Manager by clicking this link - https://business.facebook.com/settings/

    Now, click on WhatsApp accounts & choose the WhatsApp Business API account you wish to migrate to AiSensy.

    2. Go to Settings & click WhatsApp Manager

    Next, in WhatsApp Accounts, go to settings as shown in the below image.

    Here, you need to verify that your WhatsApp API provider is listed under the Payment Method.

    If it's not there, don't worry! You can continue to the next step.

    Now click on WhatsApp Manager.


    3. Click the link under the Phone number

    Now, you need to choose the Phone number you wish to migrate.

    If you have multiple WhatsApp Business API accounts, choose the one you wish to migrate to AiSensy.

    Note: If the phone number is not visible, go to your WhatsApp Business API provider & ask them to disable the 2-factor verification from their end.

    4. Verify your Profile

    Next up, verify your profile & click Two-step verification to disable 2FA.


    5. Turn off the Two-step verification

    Under two-step verification, click Turn off two-step verification to disable the 2 FA.

    In case the Turnoff two-step verification button is greyed out, follow the step mentioned in the next section.

    6. Click the link received in your Business Mail

    After clicking Turn off two-step verification, you'll receive an email on your registered email ID.

    Find the link to disable 2-factor authentication in your registered email ID.


    7. Click disable 2FA

    Disable the 2-factor authentication by clicking the button Turn off two-step verification.


    8. Connect with AiSensy Support once done

    Once the 2FA is disabled successfully, connect with AiSensy support via Call, WhatsApp & email to complete the migration process.

     

    What to do if the "Turn off two-step Verification" button is greyed out?

    If you haven't verified your email in Business settings, you might find the Turn-off two-step Verification button greyed out.

    To enable it, you need to verify your email.

    Click the verification link that'll show on the page to enable the button.

    After verifying your email, you'll see the 2-Factor Authentication button enabled.

    Once the 2-step verification is disabled, you can easily migrate to the AiSensy platform by following the steps listed below👇

     

    Steps to migrate



1. Create the Business in Partner portal

2. Click on Apply Now button



6. Click on Connect to Facebook

To proceed with the migration process, you'll require your WhatsApp Business account ID. To find out your WABA ID, connect the Facebook account linked to your Facebook Business Manager account!


  1. 7. Next, tap "Get Started"


    8. Tap on "Business Portfolio" with which there was source WABA connected.



    9. Next, create new WhatsApp Business account

    Under the section "Choose a WhatsApp Business account", select "Create a WhatsApp Business Account"

    And select "Create a new WhatsApp Business profile" under "Create or select a WhatsApp Business Profile"



    10. Name your WhatsApp Business account

    Name your WhatsApp Business account. This name can be anything as it isn't visible on your WhatsApp Business API Profile.

    Next, create a WhatsApp Business Display name which will be visible to your customers when they view your WhatsApp API profile, please make sure this is similar to what you had in source WABA.

    Last, pick your business category and tap next.


    11. Now, add your existing WhatsApp Business API number, select a verification method and tap next


    12. Make sure that you encounter the error visible below & Click on next, Also this is just an information , you can still skip this and proceed with OTP verification.



Click on Next button to proceed with OTP verification


17. Congratulations🎉🎊 Your WhatsApp API is Migrated

That's it! If you perform all the above steps correctly, your WhatsApp Business API account will be successfully migrated to AiSensy along with your existing Broadcasting limit!

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