What transfers and what doesn’t
Requirements
Before starting the migration, make sure you have:- Physical access to the phone number to receive a 6-digit OTP via SMS or voice call.
- A verified Facebook Business Manager account linked to the number. Accounts in “Sandboxed” mode cannot be migrated.
- Two-Factor Verification (2FA) disabled on the current BSP — you must request this from your existing BSP before migrating.
- The same Facebook Business Manager ID on both the source and destination accounts. You can verify your Facebook Business Manager ID here.
Migration steps
1
Request 2FA to be disabled
Contact your current BSP and ask them to disable Two-Factor Verification (2FA) on the WhatsApp number you want to migrate. Get written confirmation that 2FA is disabled before proceeding.
2
Create a Connectly account
Sign up at connectly.ai/signup if you don’t already have an account.
3
Connect your Facebook Business Manager
Log into inbox.connectly.ai and click Connect WhatsApp. Follow the steps to link your WhatsApp Business Account.
4
Do not add your phone number yet
When prompted to add a phone number at the final step of the setup flow — stop. Do not enter the number. Connectly will handle this step during the migration.
5
Contact Connectly to initiate migration
Email contact@connectly.ai with the subject line “Migrate WhatsApp account” and include your business name. Connectly will coordinate the migration timing with you.
6
Verify the OTP
During the migration, WhatsApp will send a 6-digit OTP to your phone number via SMS or voice call. Connectly will coordinate with you to enter this code at the right moment to complete the transfer.
After migration
- Messages sent before migration are charged to your previous BSP.
- Messages sent after migration are charged to Connectly.
- Re-enable Two-Factor Verification on your number after migration is complete.
- Your approved templates are immediately available in your new Connectly account — no resubmission needed.
Need help with your migration? Email contact@connectly.ai or contact your Connectly Account Manager.
