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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.

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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”

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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

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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.

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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