Switching your WhatsApp Business API provider doesn't mean starting from scratch. Here is how to migrate smoothly.
Before Migration
Preparation
- Export your contact lists and conversation history
- Document your current templates (you'll need to recreate them)
- Note your current messaging limits and quality rating
- Inform your team about the migration timeline
- Plan for 5-10 minutes of downtime
Choose Your New BSP
Consider:
- Feature set (automation, analytics, integrations)
- Pricing model (per-message vs subscription)
- Support quality and response times
- API capabilities and documentation
- Scalability for future growth
Migration Process
Step 1: Set Up New BSP Account
Create your account on the new platform (e.g., Engage) and configure it with your business details.
Step 2: Initiate Number Migration
- Request migration from your new BSP
- Verify your phone number via OTP
- Disable two-step verification on the old BSP
- Complete the transfer (typically 5-10 minutes)
Step 3: Post-Migration
- Verify your number is active on the new platform
- Recreate and submit message templates for approval
- Configure webhooks and integrations
- Test with a few messages before going live
- Restore contact lists and segments
What You Keep vs What You Lose
Kept: Phone number, display name, quality rating, messaging limits Lost: Conversation history (BSP-specific), templates (need resubmission), webhook configurations`,
