How to migrate from another WhatsApp Business Solution Provider to Klaviyo

Learn how to migrate from another WhatsApp Business Solution Provider (BSP) to Klaviyo while keeping your WhatsApp Business phone number and account details.

When switching to a new BSP, you keep the following:

• Display Name
• Quality Rating
• Official Business Account Status
• Messaging Limits
• Approved templates

Before you begin

Before you begin migration, 

• Make sure you have login access to the Facebook Business Account used with your current BSP. You must use the same Facebook Business Account to set up WhatsApp in Klaviyo to complete the migration.
• You have access to receive a text on your phone number during the set up process.

Limitations

When migrating your phone number to Klaviyo, keep in mind:

• Test business phone numbers issued by WhatsApp cannot be migrated.
• Migrated numbers can only be registered with the Cloud API.
• Business phone numbers must have an approved display name.
• Numbers with pending display name change requests cannot be migrated.
• Template quality ratings will not transfer. 

Migrate your WhatsApp Business Account to Klaviyo

Disable two-factor authentication

To migrate to Klaviyo, you must disable two-factor authentication (2FA) in your WhatsApp Business Account. If you’re unable or unsure how to do this, reach out to your current provider.

If you have access to WhatsApp Manager, you may be able to disable this yourself.

1. In Meta Business Suite, navigate to Business Settings.
2. Select WhatsApp Accounts.
3. Select the specific WhatsApp account you want to modify.
4. Click on WhatsApp Manager within the account settings.
5. Select the phone number associated with your account.
6. Click Settings for the selected phone number and select the Two-Step Verification tab.
7. Click Turn off two-step verification. This will trigger a confirmation email.
8. Click the link in the email confirmation sent to you to confirm this change and disable 2FA.

Connect your WhatsApp account to Klaviyo

1. In Klaviyo, go to Settings > WhatsApp.
2. Click Connect to WhatsApp.
3. Follow the instructions in the setup modal.
   1. Create a new WhatsApp Business Account.
   2. Use the same display name.
   3. Add the phone number you would like to migrate.
   4. Verify your account using the verification code sent to your number.

Next steps

Congratulations! You have migrated to Klaviyo.

Learn about import your WhatsApp or see how to set up a flow.