How to migrate from another WhatsApp Business Solution Provider to Klaviyo

How to migrate from another WhatsApp Business Solution Provider to Klaviyo

Estimated 4 minute read

Updated Jan 27, 2026, 12:00 AM EST

Table of contents

Before you begin
Limitations
Migrate your WhatsApp business phone number to Klaviyo
Optional: Reduce downtime by setting up Klaviyo before migrating
Migrate your existing WhatsApp phone number
Next steps

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

These steps describe migration under Meta’s previous WhatsApp Business account model. Meta’s new account model uses account sharing instead of moving phone numbers between accounts. If your business uses the new model, do not follow the migration steps below. See Meta’s account model guidance.

When you migrate to Klaviyo, the following will transfer with your phone number:

Display name
Quality rating
Official Business Account status
Messaging limits
Approved templates

Template quality ratings do not transfer.

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Before you begin

Before starting the migration:

Confirm you have admin access to the Meta Business Portfolio used with your current BSP. You must use the same Meta Business Portfolio to set up WhatsApp in Klaviyo. Using a different account is the most common reason migrations fail.
Confirm you can receive a text or call on the phone number being migrated. You'll need it for verification during setup.
Plan for a messaging interruption when your number switches providers. Complete Klaviyo setup and resolve any account or phone-number issues before sending from Klaviyo.
Account for time to rebuild your messaging setup in Klaviyo (flows, campaigns, templates, subscriber imports). This work happens after migration completes, which extends your total time without active sending. To minimize this, see the optional pre-migration setup below.

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 phone number to Klaviyo

Step 1: Disable two-step verification

Before migrating a number that still uses a two-step verification PIN, ask your current BSP or Meta admin to disable it for that phone number. See Meta’s two-step verification guidance for details on which numbers still use a PIN.

If the Two-step verification tab is absent in WhatsApp Manager, Meta has removed the PIN requirement for that number. There is no PIN to disable.

Step 2: Connect your WhatsApp account to Klaviyo

In Klaviyo, go to Settings > WhatsApp.
Click Try WhatsApp for free.
Follow Klaviyo’s setup prompts for your existing WhatsApp number, then click Connect to WhatsApp to open Meta’s setup.
Follow Meta’s setup prompts:
Select the same Meta Business Portfolio that contains your existing WhatsApp Business Account (WABA), the one tied to the number you're migrating.
Create a new WABA for Klaviyo within that portfolio. Do not reuse your existing WABA.
Confirm the display name matches what's currently approved on your number.
Enter the phone number you want to migrate.
Enter the verification code sent to your number and finish Meta’s setup.
Return to Settings > WhatsApp > Sender information. Confirm that your migrated number appears and resolve any account or phone-number alerts before sending.

Optional: Reduce downtime by setting up Klaviyo before migrating

If minimizing your sending gap is a priority, you can connect Klaviyo to a new WhatsApp Business Account (WABA) first, build out your messaging setup, and migrate your live number only when you're ready to send.

Do not disconnect your WhatsApp Business Account from Klaviyo during the migration process. Disconnecting prevents you from collecting WhatsApp consent or sending WhatsApp messages through Klaviyo.

Requirements and caveats:

To send from a display name, your Meta Business Portfolio must be verified and your display name must be approved by Meta. Without both, the display name setup lets you complete Klaviyo configuration but can't be used for test sends.
We recommend waiting until your live number is migrated before messaging your subscribers, even if test sending from the display name is available to you.

During Meta’s setup for your live number, select the WABA you already connected to Klaviyo for pre-migration setup. Check that the WABA name matches the one shown in Klaviyo. Do not create another WABA or select the WABA used by your previous BSP.

How it works:

Connect Klaviyo to a new WABA in the same Meta Business Portfolio as your existing number. During Meta’s setup, select Use a display name only instead of entering your live number.
Build your Klaviyo setup while still sending from your current BSP: import subscribers, configure flows, draft campaigns, and submit templates for approval.
When you’re ready to migrate, complete Step 1: Disable two-step verification above, then go to Settings > WhatsApp > Sender information. In the WhatsApp Phone Number section, click Add number. In the dialog, click Add number to open Meta’s setup.
Follow Meta’s prompts to add and verify your live number. Return to Settings > WhatsApp > Sender information and resolve any account or phone-number alerts before sending from that number.

Migrate your existing WhatsApp phone number

We recommend migrating your existing WhatsApp phone number to Klaviyo whenever possible. Your customers already recognize this number, making it easier for them to identify your business and trust your messages.

If you can't migrate your existing WhatsApp phone number, you can use a new WhatsApp phone number instead. Before you start sending messages from the new number, let your customers know that your business phone number has changed.

We recommend that you:

Send a campaign from your current WhatsApp number announcing that you'll be switching to a new number. Include the new number so customers know what to expect.
Once your new number is active in Klaviyo, send a campaign from the new number reminding customers that you've switched numbers.