1 - Login:
Visit business.facebook.com with your credentials
Login needs to be with facebook for the API connection, if you only have instagram logins connect with those, we'll add a facebook logins at a later stage.
2 - Business Portfolio
Select from the dropdown the portfolio that belongs to the company we're connecting to the WhatsApp API
Once selected click the "settings gear".
⚠️ As long as you've one unique company legal information you need only one Business Portfolio.
- Multiple number can be connected to the same portfolio.
- All information set on the portfolio is internal for Meta. Meta runs automatic checks on your legal company identify; Data needs to match exactly. Guest won't see this info.
- Pages are the ones visible to your clients. We'll touch on pages later on this doc.
This section covers authenticating the legality of your company. Helps Meta prevent scams or impersonating of your company.
3 - Business info
Once on you clicked the setting gear a new menu appears. Please click Business info 💼.
The information added should match exactly your company information as declared in the Chamber of commerce (or KVK for Dutch companies)
Please edit both the "tittle" and "business details" to show your legal name and company legal information.
⚠️ If you've an umbrella company or this accommodation belongs to a holding, then please add the details from the holding instead of the accommodation.
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Meta only recognizes the main holding even when your accommodation has it own separate legal entity below it.
- Again this information is not shown to guest is only for Meta.
Final step in this section is to scroll down to the bottom to "My info" click edit to add here your name and email address if nothing yet add it.
4- People
In this tab you see who has access to your portfolio. Recommended to have two people in your portfolio with full control.
Bellow how to add people:
The person responsible for the onboarding should appear here and the logo next to their name should be facebook, no instagram. API setup can only be done when login is with facebook.
⚠️ Please don't create a fake profile for company use to add it here. Facebook easily flags those profile as scam. This action can block your portfolio access. The add person needs to provide their personal facebook email or name used for login.
How to add your company email as a Facebook login.
5- Pages
Pages that belong to the portfolio should be add it here, you can also add new owners of this page using the search bar as shown in the 3er "⬅️"
Bellow how to add your page:
⚠️ If the page is not added it, the person that own the page should give full control to be able to transfer the page.
6 - WhatsApp Account
If your staff is currently using a Business App to talk your guests you can add the business app here.
During the onboarding well connect both the app and the API.
If not using the business app to talk to the guest skip this step. We'll connect to the API directly during our call.