1. Knowledge Base
  2. Embedded Signup flow
  3. Migrating from another solution provider

Checklist Before You Start Migrating

To make sure you’re fully prepared, use the following checklist:

Admin Access to Meta Business Manager
You must have Admin access to the FBM account.
Yes / No
Meta Business Manager is Verified
Your Meta Business Manager must be fully verified.
Yes / No
Display Name is Verified
The Display Name of the account must be approved in the old BSP.
Yes / No
Phone Number Access
You must have access to the phone number to receive a 6-digit PIN code via SMS or phone call. Remove any IVR if needed.
Yes / No
2FA Disabled
You must check and confirm with your old BSP that Two-Factor Authentication (2FA) is disabled on the existing WhatsApp Business API client.
Yes / No
Business Website is Live
Meta checks if the website listed in the Meta Business Manager > Business Info section is correct and live. If it isn’t, your account will go offline after the number is migrated.
Yes / No