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WhatsApp

How to migrate a number you already use on WhatsApp (or WhatsApp Business) to Elooo CRM

Back up your chats, delete the WhatsApp account for that number in the app (Settings › Account › Delete account), wait 2–3 minutes and connect the number in Settings › WhatsApp › Connect WhatsApp, verifying it by SMS or call. Chat history isn't transferred; the number stays yours.

Updated on

Before you start

  • First decide whether you really need to migrate. If you want to keep using the WhatsApp Business app on your phone alongside Elooo CRM, use coexistence mode instead (see "How to connect the WhatsApp Business you already use on your phone"). The migration described here removes the number from the app.
  • After migrating, the number works only in Elooo CRM: it can no longer be used in the WhatsApp or WhatsApp Business app on your phone.
  • Old chats are not transferred; they stay in the app or in your backup. Your phone number and SIM card aren't affected.
  • You need a Facebook account with access to your Meta business portfolio, and the ability to receive an SMS or call on that number.
  • If the number was previously connected to WhatsApp through another provider, Meta may require a longer waiting period before accepting it.
Where to find it

Settings › WhatsApp › Connect WhatsApp

Step by step

1. Back up your chats (optional)

  1. On your phone, open WhatsApp or WhatsApp Business.
  2. Go to Settings › Chats › Chat backup and save the backup to Google Drive or iCloud.
  3. This backup doesn't carry over to Elooo CRM; it's only so you don't lose history if you ever use the number in the app again.

2. Free up the number in the app

  1. In the app, open Settings › Account › Delete account.
  2. Pick the country code, enter the number and confirm with Delete my account.
  3. This deletes only the WhatsApp account for that number; the number and SIM keep working normally.
  4. Wait 2 to 3 minutes for Meta to release the number.

3. Connect the number to Elooo CRM

  1. In the left menu, open Settings and click WhatsApp.
  2. Click Connect WhatsApp and choose the option to connect a new number.
  3. In the Meta window, log in with the business's Facebook account and select or create the business portfolio.
  4. When asked for the number, enter the one you just freed up, with the country code.
  5. Verify with the code received by SMS or call.
  6. Finish the wizard. If you see the "number already registered" error, wait another 2–3 minutes and try again.

4. Set up the profile and get started

  1. Set the display name, category, photo and description of the business profile.
  2. Send a test message to the number from another phone and confirm it shows up in Conversations.
  3. Create your message templates and connect the number to workflows and bulk sends.

Tips

  • Use a number dedicated to the business; avoid migrating your personal WhatsApp.
  • Before deleting the account in the app, warn your team: between deletion and connecting to the CRM, the number is without WhatsApp for a few minutes.
  • Keep the display name the same as customers already knew, so they recognize the number.

Common problems

  • "This number is registered to an existing WhatsApp account" → The account hasn't been deleted in the app yet, or Meta hasn't released the number. Confirm the deletion, wait 3–5 minutes and try again. If the number came from another provider, the wait can be weeks.
  • I'm not receiving the verification code → Make sure the number can receive SMS and calls; if the SMS doesn't arrive, choose the call verification option.
  • The number shows as "pending" in Meta → Check that your Meta business portfolio is approved and the number was added correctly.
  • Messages don't show up in Elooo CRM → Confirm in Settings › WhatsApp that the number is in connected status and repeat the test from another phone.

Frequently asked questions

Can I use the number in the app again later?

Not at the same time. With this migration, the number works only in Elooo CRM. To have both, use coexistence mode, if it's available for your number.

Is the business profile (photo, description) transferred?

No, but you can recreate it after connecting the number.

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