Important prerequisite:
This guide only works if you own the WABA account as a company and can see it in your Meta Business Manager. If the WABA account is managed by your previous provider, contact us for alternative transfer options.
1. Disconnect WABA from old partner
In the Meta Business Suite:
- Go to Business Settings > Accounts > WhatsApp Accounts > Partners
- Click the trash icon next to the previous partner and confirm “Unshare”
2. Embedded signup with your new solution partner DialogShift
- Open the embedded signup link provided by us
- Select your existing WABA in the flow when asked
3. Capture WABA ID (and Cloud API phone number)
Our system automatically transfers the WABA ID (and for Cloud API the business phone number) after completion.
4. Add credit card as payment source
In the Meta Business Suite:
- Go to Business Settings > Payments > Payment Methods
- Click “Add payment method”, enter your credit card details and set it as Primary
- From now on, all template and session costs will be charged directly to your card
