Quick-start & Onboarding

Messegy Forever FREE Plan: Everything You Need to Know

Step-by-step process to migrate to Messegy from your existing WhatsApp API provider

8 min read 58 Sections Verified Guide

Looking to switch to Messegy from your current WhatsApp Business API provider? Check out the step-by-step process.

messegy_dashboard 2.webp
messegy_dashboard 2.webp

How to migrate to Messegy from your existing WhatsApp API Provider?

Looking to switch to Messegy from your current WhatsApp Business API provider? Check out the step-by-step process.

messegy_dashboard 2.webp
messegy_dashboard 2.webp

Pre-requisites for WhatsApp API migration

Here are three pre-requisites you must meet to migrate from your existing WhatsApp API provider to Messegy:

  • Ensure your WhatsApp Business API and WhatsApp Business Display name are verified by WhatsApp.

  • 2-Factor Authentication must be disabled

  • Your WhatsApp Business API number should be available for OTP verification via SMS or voice call.

There are 2 parts to the migration process. You need to:

  • Disable 2-factor authentication of your current WhatsApp API provider

  • Migrate to Messegy from your current WhatsApp API provider

Let's discuss both of these parts in detail.

Pre-requisites for WhatsApp API migration

Here are three pre-requisites you must meet to migrate from your existing WhatsApp API provider to Messegy:

  • Ensure your WhatsApp Business API and WhatsApp Business Display name are verified by WhatsApp.

  • 2-Factor Authentication must be disabled

  • Your WhatsApp Business API number should be available for OTP verification via SMS or voice call.

There are 2 parts to the migration process. You need to:

  • Disable 2-factor authentication of your current WhatsApp API provider

  • Migrate to Messegy from your current WhatsApp API provider

Let's discuss both of these parts in detail.

1. Go to Facebook Business Settings & click 'WhatsApp accounts'

First, go to Business Settings in your Facebook Business Manager by clicking this link - https://business.facebook.com/settings/

Now, click on WhatsApp accounts & choose the WhatsApp Business API account you wish to migrate to Messegy.

1. Go to Facebook Business Settings & click 'WhatsApp accounts'.png
1. Go to Facebook Business Settings & click 'WhatsApp accounts'.png

1. Go to Facebook Business Settings & click 'WhatsApp accounts'

First, go to Business Settings in your Facebook Business Manager by clicking this link - https://business.facebook.com/settings/

Now, click on WhatsApp accounts & choose the WhatsApp Business API account you wish to migrate to Messegy.

1. Go to Facebook Business Settings & click 'WhatsApp accounts'.png
1. Go to Facebook Business Settings & click 'WhatsApp accounts'.png

2. Go to Settings & click WhatsApp Manager

Next, in WhatsApp Accounts, go to settings as shown in the below image.

Here, you need to verify that your WhatsApp API provider is listed under the Payment Method.

If it's not there, don't worry! You can continue to the next step.

Now click on WhatsApp Manager.

2. Go to Settings & click WhatsApp Manager2.webp
2. Go to Settings & click WhatsApp Manager2.webp

2. Go to Settings & click WhatsApp Manager

Next, in WhatsApp Accounts, go to settings as shown in the below image.

Here, you need to verify that your WhatsApp API provider is listed under the Payment Method.

If it's not there, don't worry! You can continue to the next step.

Now click on WhatsApp Manager.

2. Go to Settings & click WhatsApp Manager2.webp
2. Go to Settings & click WhatsApp Manager2.webp

4. Verify your Profile

Next up, verify your profile & click Two-step verification to disable 2FA.

4. Verify your Profile2.webp
4. Verify your Profile2.webp

4. Verify your Profile

Next up, verify your profile & click Two-step verification to disable 2FA.

4. Verify your Profile2.webp
4. Verify your Profile2.webp

5. Turn off the Two-step verification

Under two-step verification, click Turn off two-step verification to disable the 2 FA.

In case the Turnoff two-step verification button is greyed out, follow the step mentioned in the next section.

5. Turn off the Two-step verification2.webp
5. Turn off the Two-step verification2.webp

5. Turn off the Two-step verification

Under two-step verification, click Turn off two-step verification to disable the 2 FA.

In case the Turnoff two-step verification button is greyed out, follow the step mentioned in the next section.

5. Turn off the Two-step verification2.webp
5. Turn off the Two-step verification2.webp

7. Click disable 2FA

Disable the 2-factor authentication by clicking the button Turn off two-step verification.

Once the 2FA is disabled successfully, connect with Messegy support via Call, WhatsApp & email to complete the migration process.

Contact Us

7. Click disable 2FA2.webp
7. Click disable 2FA2.webp

7. Click disable 2FA

Disable the 2-factor authentication by clicking the button Turn off two-step verification.

Once the 2FA is disabled successfully, connect with Messegy support via Call, WhatsApp & email to complete the migration process.

Contact Us

7. Click disable 2FA2.webp
7. Click disable 2FA2.webp

What to do if the "Turn off two-step Verification" button is greyed out?

If you haven't verified your email in Business settings, you might find the Turn-off two-step Verification button greyed out.

To enable it, you need to verify your email.

Click the verification link that'll show on the page to enable the button.

After verifying your email, you'll see the 2-Factor Authentication button enabled.

Once the 2-step verification is disabled, you can easily migrate to the Messegy platform by following the steps listed below👇

What to do if the "Turn off two-step Verification" button is greyed out?

If you haven't verified your email in Business settings, you might find the Turn-off two-step Verification button greyed out.

To enable it, you need to verify your email.

Click the verification link that'll show on the page to enable the button.

After verifying your email, you'll see the 2-Factor Authentication button enabled.

Once the 2-step verification is disabled, you can easily migrate to the Messegy platform by following the steps listed below👇

Steps to migrate to Messegy Platform from your existing WhatsApp API provider

Show step by step how to get started

Steps to migrate to Messegy Platform from your existing WhatsApp API provider

Show step by step how to get started

1. Signup on the Messegy App

Note: In case, you've already signed up, skip to step 4!

If you're new to Messegy, simply go to the Messegy signup page.

You can signup with your Google account or if you use a different business email, fill in the form.

Signup Page

signup-page-messegy.webp
signup-page-messegy.webp

1. Signup on the Messegy App

Note: In case, you've already signed up, skip to step 4!

If you're new to Messegy, simply go to the Messegy signup page.

You can signup with your Google account or if you use a different business email, fill in the form.

Signup Page

signup-page-messegy.webp
signup-page-messegy.webp

2. Enter OTP (for Form signup only)

If you signed up by filling out the form, you'll receive an OTP on your registered email ID.

Enter it & press 'Submit' to proceed.

2. Enter OTP (for Form signup only)2.webp
2. Enter OTP (for Form signup only)2.webp

2. Enter OTP (for Form signup only)

If you signed up by filling out the form, you'll receive an OTP on your registered email ID.

Enter it & press 'Submit' to proceed.

2. Enter OTP (for Form signup only)2.webp
2. Enter OTP (for Form signup only)2.webp

3. Add Personal & Company Details

Enter important Business details like Company Name, size, industry, billing currency & timezone so that we can customise your experience.​

Once done, click on the “Complete Sign Up” button to proceed ahead.

3. Add Personal & Company Details2.webp
3. Add Personal & Company Details2.webp

3. Add Personal & Company Details

Enter important Business details like Company Name, size, industry, billing currency & timezone so that we can customise your experience.​

Once done, click on the “Complete Sign Up” button to proceed ahead.

3. Add Personal & Company Details2.webp
3. Add Personal & Company Details2.webp

4. Tap "Migrate from Vendor" to migrate from your existing WhatsApp API provider

... lastly you can invite your team and collaborate to create something super amazing. What are you waiting for? Get started now!

4. Tap Migrate from Vendor to migrate from your existing WhatsApp API provider2.webp
4. Tap Migrate from Vendor to migrate from your existing WhatsApp API provider2.webp

4. Tap "Migrate from Vendor" to migrate from your existing WhatsApp API provider

... lastly you can invite your team and collaborate to create something super amazing. What are you waiting for? Get started now!

4. Tap Migrate from Vendor to migrate from your existing WhatsApp API provider2.webp
4. Tap Migrate from Vendor to migrate from your existing WhatsApp API provider2.webp

5. Click Apply Now

Click on the "Apply Now" button

5. Click Apply Now2.webp
5. Click Apply Now2.webp

5. Click Apply Now

Click on the "Apply Now" button

5. Click Apply Now2.webp
5. Click Apply Now2.webp

6. Tap Continue with Facebook

6. Tap Continue with Facebook2.webp
6. Tap Continue with Facebook2.webp

6. Tap Continue with Facebook

6. Tap Continue with Facebook2.webp
6. Tap Continue with Facebook2.webp

7. Next, tap "Get Started"

7. Next, tap Get Started2.webp
7. Next, tap Get Started2.webp

7. Next, tap "Get Started"

7. Next, tap Get Started2.webp
7. Next, tap Get Started2.webp

8. Tap on "Create a Business Portfolio"

8. Tap on Create a Business Portfolio2.webp
8. Tap on Create a Business Portfolio2.webp

8. Tap on "Create a Business Portfolio"

8. Tap on Create a Business Portfolio2.webp
8. Tap on Create a Business Portfolio2.webp

9. Next, create new WhatsApp Business account

Under the section "Choose a WhatsApp Business account", select "Create a WhatsApp Business Account".

And select "Create a new WhatsApp Business profile" under "Create or select a WhatsApp Business Profile"

9. Next, create new WhatsApp Business account2.webp
9. Next, create new WhatsApp Business account2.webp

9. Next, create new WhatsApp Business account

Under the section "Choose a WhatsApp Business account", select "Create a WhatsApp Business Account".

And select "Create a new WhatsApp Business profile" under "Create or select a WhatsApp Business Profile"

9. Next, create new WhatsApp Business account2.webp
9. Next, create new WhatsApp Business account2.webp

10. Name your WhatsApp Business account

Name your WhatsApp Business account. This name can be anything as it isn't visible on your WhatsApp Business API Profile.

Next, create a WhatsApp Business Display name which will be visible to your customers when they view your WhatsApp API profile.

Last, pick your business category and tap next.

10. Name your WhatsApp Business account2.webp
10. Name your WhatsApp Business account2.webp

10. Name your WhatsApp Business account

Name your WhatsApp Business account. This name can be anything as it isn't visible on your WhatsApp Business API Profile.

Next, create a WhatsApp Business Display name which will be visible to your customers when they view your WhatsApp API profile.

Last, pick your business category and tap next.

10. Name your WhatsApp Business account2.webp
10. Name your WhatsApp Business account2.webp

11. Add your existing WhatsApp API number

Now, add your existing WhatsApp Business API number, select a verification method and tap next.

11. Now, add your existing WhatsApp Business API number, select a verification method and tap next2.webp
11. Now, add your existing WhatsApp Business API number, select a verification method and tap next2.webp

11. Add your existing WhatsApp API number

Now, add your existing WhatsApp Business API number, select a verification method and tap next.

11. Now, add your existing WhatsApp Business API number, select a verification method and tap next2.webp
11. Now, add your existing WhatsApp Business API number, select a verification method and tap next2.webp

12. Click next

If you see the following error here (refer to image), don't worry, it's supposed to be there!

Enter your phone number and press "Next".

In case, any other error is visible to you, contact us immediately via Live Chat.

12. Click next2.webp
12. Click next2.webp

12. Click next

If you see the following error here (refer to image), don't worry, it's supposed to be there!

Enter your phone number and press "Next".

In case, any other error is visible to you, contact us immediately via Live Chat.

12. Click next2.webp
12. Click next2.webp

13. Congratulations🎉🎊 Your WhatsApp API is Live on Messegy

After verifying your number, just sit back and relax for a few minutes!!

Congratulations🎊

If you perform all the above steps correctly, your WhatsApp Business API account will be successfully migrated to Messegy along with your existing Broadcasting limit!

13. Congratulations Your WhatsApp API is Live on Messegy 2.webp
13. Congratulations Your WhatsApp API is Live on Messegy 2.webp

13. Congratulations🎉🎊 Your WhatsApp API is Live on Messegy

After verifying your number, just sit back and relax for a few minutes!!

Congratulations🎊

If you perform all the above steps correctly, your WhatsApp Business API account will be successfully migrated to Messegy along with your existing Broadcasting limit!

13. Congratulations Your WhatsApp API is Live on Messegy 2.webp
13. Congratulations Your WhatsApp API is Live on Messegy 2.webp

FAQ

Frequently asked questions answered

FAQ

Frequently asked questions answered

What can you retain after migrating from one WhatsApp API provider to another?

When migrating to Messegy, these are the information retained:

  • Registered phone number

  • Display name

  • Quality rating

  • WhatsApp Blue Tick status

  • Messaging limits

  • Previously approved high-quality WhatsApp template messages.

Approved high-quality templates are ready for use immediately after migration. These templates do not require re-approval.

Interesting fact: Template quality rating does not get migrated as Meta creates a duplicate of the existing high quality templates so they are treated as fresh templates and hence do not have quality rating associated with them.

What can you retain after migrating from one WhatsApp API provider to another?

When migrating to Messegy, these are the information retained:

  • Registered phone number

  • Display name

  • Quality rating

  • WhatsApp Blue Tick status

  • Messaging limits

  • Previously approved high-quality WhatsApp template messages.

Approved high-quality templates are ready for use immediately after migration. These templates do not require re-approval.

Interesting fact: Template quality rating does not get migrated as Meta creates a duplicate of the existing high quality templates so they are treated as fresh templates and hence do not have quality rating associated with them.

What Does NOT Get Migrated During WhatsApp API migration process?

The following items are not included in the migration process:

● Low-Quality, Rejected, or Pending Templates● Chat History● Message Insights● Authentication Tokens

If retaining chat history is important, consider backing up data before migration from your current WhatsApp API provider

What Does NOT Get Migrated During WhatsApp API migration process?

The following items are not included in the migration process:

● Low-Quality, Rejected, or Pending Templates● Chat History● Message Insights● Authentication Tokens

If retaining chat history is important, consider backing up data before migration from your current WhatsApp API provider

How Long Does Migration Take?

The entire migration process typically takes a few minutes. During the migration:

  • The Source WhatsApp Business API can continue sending and receiving messages.

  • Once the migration is complete, the Destination WhatsApp Business API can start sending messages immediately.

There’s no downtime, ensuring seamless communication.

How Long Does Migration Take?

The entire migration process typically takes a few minutes. During the migration:

  • The Source WhatsApp Business API can continue sending and receiving messages.

  • Once the migration is complete, the Destination WhatsApp Business API can start sending messages immediately.

There’s no downtime, ensuring seamless communication.

What to do if the "Turn off two-step Verification" button is greyed out?

If you haven't verified your email in Business settings, you might find the Turn-off two-step Verification button greyed out.

To enable it, you need to verify your email.

Click the verification link that'll show on the page to enable the button.

After verifying your email, you'll see the 2-Factor Authentication button enabled.

Once the 2-step verification is disabled, you can easily migrate to the Messegy platform.

What to do if the "Turn off two-step Verification" button is greyed out?

If you haven't verified your email in Business settings, you might find the Turn-off two-step Verification button greyed out.

To enable it, you need to verify your email.

Click the verification link that'll show on the page to enable the button.

After verifying your email, you'll see the 2-Factor Authentication button enabled.

Once the 2-step verification is disabled, you can easily migrate to the Messegy platform.