Onboarding ProcessWhatsapp API Onboarding

WhatsApp API Onboarding

STEP 1 - Set Up Your Meta Business Portfolio

Before getting started with WappCloud, ensure you have an active Meta Business Portfolio (formerly Meta Business Suite). This is required to connect your WhatsApp Business account.

How to Check or Create a Business Portfolio

  1. Open your browser and navigate to business.facebook.com.

  2. Log in with your personal Facebook account.

  3. Check whether a Business Portfolio already exists.

  4. If no Business Portfolio exists, create one using your personal Facebook account.

Note: You must use your personal Facebook account to create or manage a Meta Business Portfolio. A Business Portfolio is mandatory to complete the WappCloud onboarding process.

STEP 2 — Create Your WappCloud Account

Sign up for a WappCloud account to get started with the WhatsApp Business API.

Registration Instructions

  1. Visit www.wappcloud.com and click the “Start Free” button.

  2. Fill in the following registration details:

FieldDetails
Full NameYour full legal name
Email AddressWill be used as your login credential
Phone NumberSee notes below for phone number guidance
PasswordWill be used as your login credential

Figure 2.1 — WappCloud registration form

Note:
Option A: Connecting an existing WhatsApp Business App — use the same phone number registered on that app.
Option B: Connecting a new dedicated number — you may enter any valid phone number.
The email address and password entered here will serve as your WappCloud login credentials.

STEP 3 — Email Verification

After completing your registration, WappCloud will send a verification email to the address you provided.

Verification Process

  • Check your inbox for a verification email from WappCloud.

  • Click the verification link in the email to confirm your account.

  • Once verified, return to www.wappcloud.com and sign in using your registered email address and password.


Figure 3.1 — Email verification screen

Note: If you do not receive the verification email within a few minutes, please check your spam or junk folder.

STEP 4 — Complete Your Business Profile

After signing in, you will be directed to the WappCloud welcome screen. Complete your business profile by entering the following details:

FieldDetails
Business NameYour official business name
CategoryThe industry or category your business belongs to
WebsiteYour business website URL
GST NumberOptional — required for GST-registered businesses only

Figure 4.1 — Business profile setup screen

Once all details are filled in, click “Get Started” to proceed.

STEP 5 — Embedded Sign-Up — Connect WhatsApp Business

This step connects your WhatsApp Business account to WappCloud via Meta’s secure Embedded Sign-Up flow. Follow all ten sub-steps in sequence.


Figure 5.0 — Embedded Sign-Up overview

(i) Facebook Login & Business Connection

  • Click “Continue with Facebook” when prompted.

  • Log in using your personal Facebook account.


Figure 5.1 — Facebook login prompt

(ii) Select Business Assets to Share with WappCloud

  • Select your Business Portfolio from the dropdown menu.

  • Under “WhatsApp Business Setup Options”, choose one of the following:

    • Create a new WhatsApp Business Account

    • Connect an existing WhatsApp Business App (for accounts already using the WhatsApp Business App)


Figure 5.2 — Selecting business assets and WhatsApp setup option

(iii) Enter Business Information

Fill in the following details for your WhatsApp Business account:

FieldDetails
Business NameThe name visible internally within Meta Business Suite
Categorye.g., Charity, Retail, Services, etc.
CountryThe country where your business is registered
WebsiteEnter your business website URL
Time ZoneYour business operating time zone

Figure 5.3 — Business information form

After completing all fields, click “Next” or “Continue” to proceed.

(iv) Add Your WhatsApp Phone Number


Figure 5.4 — Phone number entry and verification method selection

Choose how your WhatsApp account will be set up:

OptionDescription
Option AUse Display Name Only — no phone number required at this stage.
Option BAdd a New Phone Number (Recommended) — select your country code (e.g., +91 for India) and enter your phone number.

Note: The number must NOT already be registered on WhatsApp. If previously used on WhatsApp, the number must be properly disconnected before proceeding.

  • Choose a verification method: Text Message (SMS) or Phone Call.
  • Click “Next” to continue.

(v) Verify Your Phone Number

  • A 6-digit verification code will be sent via the method you selected.

  • Enter the 6-digit code in the field provided.

  • Click “Next” to confirm.


Figure 5.5 — Phone number verification screen

(vi) Grant Access to WappCloud

  • Review the permissions requested by WappCloud.

  • Confirm that the correct Business Portfolio and WhatsApp Business Account are selected.

  • Click “Confirm” to proceed.


Figure 5.6 — Granting WappCloud access permissions

(vii) Connecting Your Account

Please wait while Meta securely connects your WhatsApp Business account with WappCloud. This process may take a few moments.


Figure 5.7 — Account connection in progress

(viii) Complete the Connection

  • Your WhatsApp Business account has been successfully connected to WappCloud.

  • Review the connection details displayed on the screen.

  • Click “Finish” to complete the setup.


Figure 5.8 — Connection completion screen

(ix) Wait for Connection Confirmation

After returning to the WappCloud page, please wait approximately 2 minutes. A success notification will appear once your WhatsApp API setup is confirmed.


Figure 5.9 — Waiting for connection confirmation

(x) Onboarding Complete

Your WhatsApp API onboarding has been completed successfully.

  • Click “Dashboard” to start using WappCloud.

Figure 5.10 — Onboarding completion confirmation

STEP 6 — Configure WhatsApp Manager & Payment Settings

Now that your WhatsApp account is connected, you need to complete your WhatsApp Business profile and set up a payment method through Meta Business Suite.

Navigate to: business.facebook.com

Part A — WhatsApp Manager: Update Your Profile


Meta Business Suite navigation

  • Select the Business Portfolio that was linked during setup.

  • Click the “Settings” icon.


Figure 6.2 — Settings icon in Meta Business Suite

  • Under “Accounts”, select “WhatsApp Accounts”.

  • Click “WhatsApp Manager” and add the following profile information:

FieldDetails
Profile ImageUpload your business logo or profile photo
AddressYour registered business address
Email AddressYour business contact email
DescriptionA brief description of your business and services

Figure 6.3 — WhatsApp Manager profile fields
Figure 6.4 — Completed profile details

Click “Save” once all profile details are filled in.

Part B — Payment Settings


Figure 6.5 — Payment settings navigation

Click “Payment Settings” and complete the following two sections:

i. Business Information

  • Click “Edit” under Business Information.

  • Enter the following details:

    • Currency and time zone

    • Business name

    • Business address

    • GST number (if applicable)

  • Click “Save” to confirm.


Figure 6.6 — Business information entry

ii. Payment Method

  • Select “Debit or Credit Card” and click “Next”.

  • Enter the following card details:

FieldDetails
Name on CardAs it appears on your card
Card Number16-digit card number
Expiry DateMM/YY format
CVV3 or 4 digit security code

Choose payment method
Credit/debit card details entry

  • Click “Next” and enter the OTP received to verify your card.

  • Once the card has been verified the payment method must be made as default, by clicking on the 3 dots below add payment method option and select set as default.


Card OTP verification

STEP 7 — Business Verification

Business verification is required by Meta to confirm the legitimacy of your business. Completing this step unlocks higher messaging limits and additional WhatsApp Business API features.

Verification Process


Figure 7.1 — Navigating to Security Center

  • Go to business.facebook.com and select your linked Business Portfolio.

  • Navigate to “Security Center”.

  • Click “Start Verification”.


Figure 7.2 — Start Verification button
  • Select your business type from the dropdown menu.

Figure 7.3 — Business type selection
  • Enter the required business details:
FieldDetails
Tax IDGST number, Udyam registration, PAN, or CIN
Business NameAs it appears on your GST or Udyam certificate
Business AddressRegistered business address
Contact Phone NumberThe number linked to your official business documents

Figure 7.4 — Business name and address entry
Figure 7.5 — Contact information entry
  • Select your business from the list displayed.

Figure 7.6 — Business selection from the list
  • Review all entered details for accuracy.

Figure 7.7 — Review details screen

  • Choose your preferred OTP delivery method:

    • Phone Call

    • SMS

    • Email

    • WhatsApp


Figure 7.8 — OTP delivery method selection

  • Confirm the phone number or email address where the OTP will be sent.

  • Enter the OTP and click “Next”. Your verification request will be submitted.


Figure 7.9 — OTP entry and submission

Note: After submission, Meta will review your business details. The verification process typically takes between 24 and 48 hours. You will be notified once the review is complete.

Onboarding Complete

You have successfully completed the WappCloud onboarding process. Your WhatsApp Business API is now active and ready to use.

For any assistance, please contact the WappCloud support team through your dashboard.

PrerequisitesAdding Contacts