To integrate WhatsApp Business API with Meta successfully, the following requirements and steps must be adhered to.

1. Website Requirements
2. Phone number for messaging
3. Facebook login and access
4. Business account verification
5. Accepted document list for verification
6. Payment method
7. Business name display
8. Green tick verification
9. Alert account
10. Tools and application

Website requirements

• Functional website: A properly working and HTTPS-secured website is mandatory for integration.
  
• 
  
• 
  
• 

• Matching website name: Ensure your website URL matches your business page name. For example, if your page name is "Softsense," your website URL should be something like https://softsense.in. (.in, .com, .edu, .us) for verification from Meta.
  
• 
  
• 

• Privacy policy page: The website must include a Privacy Policy page to comply with data privacy regulations.
  
• 
  
• 

• Terms of service page: A Terms of Service page should be added to outline user and business rights.
  
• 
  
• 
• 
• 
  

• Business copyright: Ensure your website explicitly mentions the copyright information of the business.
  
• ​
  
• 

Phone number for messaging

​

• New or existing number:

• Use a number that is not registered with WhatsApp.
• Ensure the number selected aligns with your business branding for communication purposes.

Please do not use a number that has been previously linked with WhatsApp, even if it has been deleted. It is strongly recommended to use an unused mobile number exclusively for this purpose to avoid any configuration or messaging issues during the setup process. In some cases, deleted WhatsApp numbers may not work properly for integration.

Facebook login & access

​

• Business Facebook account:

• A Business Manager account must be created for the business.
• Facebook page access is required for linking to the Business Manager account.

• Verification: Ensure the account is linked to the correct Facebook page associated with your business.

Business account verification

​

• Verification documents: Two valid documents are required.

• Document 1: To verify the legal business name (for example, a business license, certificate of incorporation, GST registration certificate, PAN card, Udyog Aadhaar, UDYAM registration certificate).
• Document 2: To verify the business address and phone number (for example, a utility bill, tax certificate, or business registration document).

• Address consistency: Ensure the address on both documents matches or update the second document's address in the Facebook Business Manager.
• Official business email: Use an email address created with your domain name for receiving OTPs and submitting verification requests.

Accepted document types for verification

​

• For business name verification:

• Business bank statement
• Business license or certification of incorporation
• Goods and Services Tax registration certificate (GST)
• PAN card or UDYAM registration certificate (MSME)

• For business address and number verification:

• Utility bill with the business name
• Tax certificate (issued by relevant authorities)
• Certificate of incorporation or business registration

Payment method setup

​

• Payment method requirements:

• Add a credit or debit card for billing purposes.
• It's recommended to add two cards (primary and secondary) to avoid disruptions due to failed payments.

• GST details:

• Provide GST details as per the official GST certificate (legal business name, address, and GST number).

Business name display

​

• Display name setup:

• The display name for your WhatsApp API account will eventually appear automatically after consistent usage. Initially, messages will be sent with the number only.
• The time for the display name activation depends on Meta’s process.

Green tick verification

​

• Eligibility:

• Green tick requests can be raised once the WhatsApp Business API number is live and exceeds a 10,000 SMS limit.

• Supporting documents:

• Provide 5 news articles or press coverage links to support your request. Note: Paid news articles or social media links are not accepted.

• Consistency: Ensure all details across your website, Facebook account, Business Manager, and GST certificate match perfectly.

Alert account

• You should have an Alert account with a registered email address.

Tools and Application

• To enable sending messages in PDF via WhatsApp, ensure the Visual Basic Power Pack is installed on your system.

• Visual Basic Power Packs

• Please ensure Microsoft .NET Framework 3.5 is active. You can enable this via the "Turn Windows features on or off" option in the control panel of your computer.

By following the above steps and ensuring all documents and systems are in place, your business can seamlessly integrate the Meta WhatsApp Business API for enhanced communication with your customers.