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Before you begin, we recommend reading the WhatsApp Business API coexistence guide to understand how it works and what the requirements are.

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Video tutorial

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Prerequisites

Before starting the integration, make sure you have:
  • WhatsApp Business application downloaded and with an active account (with a few days of history).
  • Active Facebook account.
  • Business Portfolio on Meta: if you’ve ever run ads on Meta, you likely already have one. You can verify or create it at business.facebook.com.
  • WhatsApp Business linked to the Business Portfolio: your WhatsApp Business number must be linked to your Business Portfolio on Meta.

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What is a Business Portfolio?

The Business Portfolio is your space on Meta where you group all the resources your company uses to work with APIs, ads, and channels (Facebook, Instagram, WhatsApp). When MINDO asks you to “connect your Business Portfolio”, what it does is request access to those assets to operate your WhatsApp Business API through the Embedded Signup flow.

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Step by step: Connect via coexistence

1

Go to Settings

In MINDO’s sidebar, click on Settings.
2

Go to Channels

In the Workspace section, select Channels and click + Connect WhatsApp Business API.
3

Connect with Facebook

A dialog will open informing you that a Facebook window will open to complete the registration. Click Connect with Facebook.
4

Sign in to Facebook

In the Meta pop-up window, sign in with your Facebook account.
5

Start the integration

Click Get Started to begin the connection flow.
6

Select Business Portfolio

Choose your company’s Business Portfolio. If you don’t have one, you can create it at business.facebook.com.
7

Select the coexistence option

Choose the option Connect your existing WhatsApp Business App to connect your existing application using the same number.
8

Enter phone number

Enter the phone number associated with your WhatsApp Business account.
9

Scan the QR code from your phone

A QR code will appear on your computer screen. Now go to the phone that has WhatsApp Business:
  1. Open the WhatsApp Business app and go to the chats section.
  2. Look for the Facebook Business message with the Connect button and tap on it.
  3. Tap Connect to the business platform.
  4. The QR scanner will open. Scan the code that appears on your computer screen.
10

Confirm name and timezone

Back on the computer, verify your WhatsApp Business account name and timezone. Click Next.
11

Review permissions and confirm

Review the permissions MINDO requests for your WhatsApp account and click Confirm. Wait a few moments while the account connects.
12

Finish the connection

When the confirmation screen appears, click Finish.
It’s very important not to forget to click Finish. If you don’t, the connection may not complete correctly.