# Requirements for the Migration

### 1. Meta Account Access Requirements

You must have:

* Access to your **Meta (Facebook) Business Manager Account**
* Admin access to the **WhatsApp Business Account (WABA)** you want to migrate
* Access to the registered email ID linked with the WhatsApp Business Account
* Access to the phone number being migrated (to receive OTP)

Without admin permissions, the migration process cannot be completed.

***

### 2. Disable Two-Step Verification (Mandatory)

Before starting migration, you must disable Two-Step Verification for the WhatsApp number.

#### Requirement:

1. Login to your registered Meta Account.
2. Under "Accounts" click on "Whatsapp Accounts".

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3. Select the Whatsapp account you want to migrate into BotPenguin.
4. Then click on "Whatsapp Manager". It will be available in the bottom of the account information.

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5. Once clicked on "Whatsapp Manager". Go to settings and then go to Account tools in it.
6. In "Phone Numbers", click on settings button for the phone number you want to migrate and select "Two-Step Verification".

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7. Now click on "Turn off two-step verification". You will receive an email to disable two-factor authentication.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FrfCn2LsVbdeIwGVaZNU8%2Fimage.png?alt=media&#x26;token=daee6677-37ff-455f-b2b3-bc17887fca14" alt=""><figcaption></figcaption></figure>

⚠️ Migration cannot proceed if Two-Step Verification is enabled.

***

### 3. Browser & Technical Requirements

To ensure smooth onboarding:

* Pop-ups must be enabled in your browser
* Stable internet connection is required
* Clear browser cache if onboarding window does not load
* Use updated browser version (Chrome recommended)

***

### 4. BotPenguin Account Requirements

Before migration:

* You must have an active BotPenguin account
* You must have permission to create a bot
* Click **Create Bot**

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FCZnOONtth3kBNIGz9MrK%2Fimage.png?alt=media&#x26;token=73f499a8-ee44-494e-8ff6-237c2c996c22" alt=""><figcaption></figcaption></figure>

* Select **WhatsApp** as the platform
* Select your Business Goal

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FexFeb784hibYgEzwQGiD%2Fimage.png?alt=media&#x26;token=421bcbd4-1dbf-40eb-8eba-8f3008cf8c71" alt=""><figcaption></figcaption></figure>

* Fill the required details.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FlCyh9vRsmw4fDSYWHmOc%2Fimage.png?alt=media&#x26;token=5d6ca66e-4537-4375-8f03-2fc3d0f3c0bb" alt=""><figcaption></figcaption></figure>

* Scan the QR Code and initiate a WhatsApp message to create the bot.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fzfzsl6d6Y9uFr37eUfwC%2Fimage.png?alt=media&#x26;token=23a88bfe-6b4d-485d-a49e-341fbdfd84f4" alt=""><figcaption></figcaption></figure>

* Click to connect your business number.
* Select all the pre-requisite and click "Proceed".

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F7TEEVwBpHwmGXLYuHuHX%2Fimage.png?alt=media&#x26;token=019e3fcf-8377-4140-bbd4-70d56d5838d3" alt=""><figcaption></figcaption></figure>

* Choose Automated or Manual onboarding. In this document, We will talking about Automated onboard.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F5GudnjeJWv5MpEWDNPuB%2Fimage.png?alt=media&#x26;token=e363e4a4-d0c3-41ff-9065-01735e646eb2" alt=""><figcaption></figcaption></figure>

* Click on continue button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FZ3Xj63NgzQIefeXroEAm%2Fimage.png?alt=media&#x26;token=a3e020c4-0118-4a87-84d8-90fd303f9128" alt=""><figcaption></figcaption></figure>

* Select the Business Assets and click on Next.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F3uD1E1arWCjSwU67KlD3%2Fimage.png?alt=media&#x26;token=be60e4ee-b1a2-4be9-970f-0b93f82f6ce6" alt=""><figcaption></figcaption></figure>

* Click on " Use a new or existing Whatsapp Number" option.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fpln4eFFBoPMoNBDwIKNS%2Fimage.png?alt=media&#x26;token=ea9d1fb6-4f28-4e84-bfcd-5751cec46771" alt=""><figcaption></figcaption></figure>

* Review what you will be sharing and click on **"Confirm"** button.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FWqVOXEuIOyrqRV4v885t%2Fimage.png?alt=media&#x26;token=175ecc96-6953-4801-a9cf-0b7510726291" alt=""><figcaption></figcaption></figure>

* Click on **"Add a payment method"** option.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FrizYCebi3CfhVcQogZVG%2Fimage.png?alt=media&#x26;token=13ad2243-78c0-4cc5-8798-fd5f142a973f" alt=""><figcaption></figcaption></figure>

* Access WhatsApp Account Settings

In the "Meta Business Manager," locate and click on the "Payment Settings" button for your WhatsApp Account.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FFv31ajCVz7rFOUG8PBcE%2Fimage.png?alt=media&#x26;token=7b464923-7f91-46ed-a575-58a2534f8482" alt=""><figcaption></figcaption></figure>

* Navigate to Billing and Payments Page
* On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FVE85xmJfrS5uCkXhPNzq%2Fimage.png?alt=media&#x26;token=8aa0106b-2364-4b49-b1e8-133303e0b018" alt=""><figcaption></figcaption></figure>

* Choose the payment method type that you want to use for your WhatsApp account.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FKnU1vc6JtjrHNxwfzmRG%2Fimage.png?alt=media&#x26;token=663f1f59-c906-47f1-9b57-f8f062943aee" alt=""><figcaption></figcaption></figure>

* Enter the necessary payment details based on the selected payment method.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F49R8IWDFdhw1lZIbOmF0%2Fimage.png?alt=media&#x26;token=814ebcb7-4aa0-4927-8352-5fd415bc1dc1" alt=""><figcaption></figcaption></figure>

* After completing the payment details you can go back and enter the received OTP that was asked earlier.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F256FhLtbh3GKMvapLSAg%2Fimage.png?alt=media&#x26;token=5a085267-d0ea-41e1-8632-0f25f431dd26" alt=""><figcaption></figcaption></figure>

* OTP Submission Requirement

After:

* Two-Step Verification disabled
* Payment method added
* All onboarding details completed

Then:

* Enter the OTP received on your registered number
* Click **Finish**

If OTP expires and a new OTP is not received:

* Wait 72 hours before requesting a new OTP

***

### Migration Completion Criteria

Migration is considered successful when:

* WhatsApp number is verified
* Meta onboarding is completed
* Payment method is added
* Bot appears inside BotPenguin dashboard
* WhatsApp status shows as Connected

***

### Support Requirement

If:

* OTP is not received
* Onboarding pop-up fails
* Number verification fails
* Migration gets stuck

Please contact:\
📩 <support@botpenguin.com>

Response time: Within 48 business hours.

***

## Important Notes

* Ensure the number is not connected to another BSP during migration.
* The same number cannot be migrated if it is already active elsewhere.
* Do not attempt multiple OTP requests within short intervals.
* Make sure no browser pop-up blockers are enabled.

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If all above requirements are met, your WhatsApp Bot will be successfully migrated to BotPenguin.