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)