Prerequisites for Migrating Your WhatsApp Business Account (WABA) to Saysimple
Before migrating your WhatsApp Business Account (WABA) to Saysimple, make sure you meet all the required prerequisites. Preparing your account in advance helps ensure a smooth migration, minimizes downtime, and reduces the risk of delays during the transfer.
This article applies to businesses that are already using the WhatsApp Business Platform (API) with another Business Solution Provider (BSP).
Note: If you're currently using the WhatsApp Business App (not the API), follow the guide Migrate from the WhatsApp Business App to the WhatsApp Business Platform instead.
Before You Start
Complete the following checks before beginning your WhatsApp Business Account migration.
1. Administrator Access to Your Meta Business Portfolio
You must have Administrator access to the Meta Business Portfolio that owns your current WhatsApp Business Account.
During the migration, you'll be asked to sign in to Meta and select this Business Portfolio.
If you don't have administrator permissions, ask your Meta Business administrator to grant them before starting the migration.
2. Access to the WhatsApp Phone Number
You must have access to the phone number you're migrating.
Meta will send a verification code (OTP) via:
SMS
Voice call
Without this verification code, the migration cannot be completed.
3. Disable Two-Step Verification (2FA)
If Two-Step Verification (2FA) is enabled for your WhatsApp Business Account, disable it before starting the migration.
You can do this through:
Your current Business Solution Provider (BSP)
Meta WhatsApp Manager
After the migration is complete, re-enable Two-Step Verification to keep your account secure.
4. Keep Your Current Display Name
Your WhatsApp Display Name should remain exactly the same during the migration.
Changing the Display Name as part of the migration may trigger a new review by Meta, which can delay the process.
5. Verify Your Meta Business (Recommended)
Although not always required, a verified Meta Business Portfolio is strongly recommended.
Business verification provides access to additional WhatsApp Business Platform features and helps reduce onboarding issues.
6. Export Any Data You Want to Keep
Only your WhatsApp Business Account is migrated.
The following information is not transferred to Saysimple:
Conversation history
Active conversations
Agent assignments
Internal notes
Automation settings
Integrations
Reports and analytics
If you need access to historical conversations, export them from your current provider before starting the migration.
7. Review Your WhatsApp Message Templates
Meta transfers your approved WhatsApp message templates during the migration.
After the migration, verify that:
All templates are available.
Their status is Approved.
They are correctly synchronized in Saysimple.
8. Inform Your Team
During the migration, your WhatsApp phone number will be temporarily unavailable.
To minimize disruption:
Schedule the migration outside peak business hours.
Inform your support and sales teams.
Pause any scheduled campaigns, broadcasts, or automations using the phone number.
Most migrations take between 15 and 60 minutes, although processing times may occasionally be longer depending on Meta.
What Is Preserved During the Migration?
The following items are transferred by Meta:
✅ WhatsApp phone number
✅ Display Name
✅ Approved message templates
✅ Messaging limits
✅ Messaging quality rating
✅ Official Business Account (green checkmark), if applicable
What Is Not Transferred?
The following information remains with your previous provider:
❌ Chat history
❌ Active conversations
❌ Agent assignments
❌ Internal notes
❌ Custom automations
❌ Integrations
❌ Reports and analytics
If required, these items must be recreated after the migration.
Migration Checklist
Before starting your migration, confirm that you have completed the following:
☐ Administrator access to your Meta Business Portfolio
☐ Access to the WhatsApp phone number for SMS or voice verification
☐ Two-Step Verification (2FA) disabled
☐ Current Display Name documented
☐ Important conversation history exported (if required)
☐ Support and sales teams informed
☐ Campaigns, broadcasts, and automations paused during the migration
Once you've completed this checklist, you're ready to migrate your WhatsApp Business Account to Saysimple with minimal interruption to your business.
Frequently Asked Questions
What do I need before migrating my WhatsApp Business Account?
You need administrator access to your Meta Business Portfolio, access to the phone number for OTP verification, Two-Step Verification disabled, and your current Display Name unchanged.
Will I lose my WhatsApp message templates?
No. Meta transfers your approved WhatsApp message templates. After the migration, verify that they are synchronized correctly in Saysimple.
Does the migration transfer chat history?
No. Chat history, active conversations, reports, automations, and integrations are not transferred and remain with your previous provider.
How long is my WhatsApp number unavailable during migration?
Most migrations are completed within 15–60 minutes, although Meta may occasionally require additional time.