WABA migration between Portfolios (Business Manager) without losing conversations

WABA migration to another portfolio (Business Manager)

Important concepts

• Original portfolio (BM): where the number is currently (before migration)

• Destination portfolio (BM): where the number will be transferred to

Points of attention (READ CAREFULLY)

A) Do NOT delete the connection in the CRM

Never delete the connection inside the CRM.
If you do that, you will lose all conversations — and this action is irreversible.

After reconnecting the number:

• Access Manage connection

• Log in again with Facebook using:

  • Standard (Cloud API) or

  • Coexisting (Official API + Phone)

B) SIM card needs to be active

The number needs to be able to:

• Receive SMS

• Receive calls

Otherwise, there’s a high risk of:

• Verification failure

• Number loss

C) Check restrictions in the target portfolio

Before migrating, confirm:

• The Facebook account is without restrictions

• The Business Manager (BM) is without blocks

• There are no restrictions on the linked WhatsApp

If there’s a problem:

• It can prevent the migration

• In the worst-case scenario, you’ll need to go back to the original BM

Step-by-step migration

#1 Remove partners

• Access the original BM

• Remove all linked partners

• Wait 3 minutes

#2 Remove the number

• Go to WhatsApp Manager

• Click on Phone numbers

• Select the number

• Click the trash icon to delete

• Wait 5 minutes

#3 Reconnect via CRM

• In the CRM, use the same connection

• Connect with the new Facebook account / destination BM

• Follow the same flow you used before in the connection

Quick summary

• Do not delete CRM connection

• SIM card must be active

• Check restrictions on the destination BM

• Respect the waiting times (3 min / 5 min)

• Reconnect using the same flow taking advantage of the CURRENT crm connection (manage → log in with facebook)