# WABA API onboarding

WhatsApp Business API Onboarding Guide for 3Sigma CRM

## Before You Begin

Before you get started with the WhatsApp Business API (WABA) setup, make sure you have the following ready:

✅ **Phone Number**: Keep your business phone ready to receive the OTP. If you don’t have one, you can get a **free testing sandbox number** from Facebook — just tap *Login with Facebook* and choose *Get Free Number*.

✅ **Remove Existing WhatsApp**: If you’re using WhatsApp on this number, back up your data and delete the account from your device.

✅ **Facebook Business Manager**: Make sure you have access to your Facebook Business Manager.

✅ **3Sigma Ultimate Plan**: You must be on the 3Sigma Ultimate Plan to use the WhatsApp Business API.

✅ **Website & GST**: A working website and valid GST number are **mandatory** for WhatsApp API approval.

✅ **Migration**: Moving from another provider? Don’t worry — your settings and templates will be migrated. Remove two-factor authentication (2FA) before setup.

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## Step-by-Step Process

### Step 1: Sign Up for WABA API

Sign up for the **WhatsApp Business API** (WABA) using your **Facebook Business Manager** account.

![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2FsYmmEpHovb1o0i6ZPEYW%2Fimage.png?alt=media\&token=b8944aa3-21f8-42ac-88e6-42c20ad2d7cc)

![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2Ftya9CtGuDirVANxKKa6m%2FWhatsApp%20Image%202024-10-04%20at%2023.35.53.jpeg?alt=media\&token=aafa403c-5506-456d-bc4a-4e83ffcf4042)

### Step 2: Permission Review

Grant the necessary permissions for the WABA API to manage your WhatsApp Business account.\
![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2FNZ17Q5jgBTTXfM3sb1Zb%2FWhatsApp%20Image%202024-10-04%20at%2023.35.53%20\(1\).jpeg?alt=media\&token=a03fd95b-ccd3-439b-a497-47fe0d5ed648)<br>

### Step 3: Business Information

Fill in your business details accurately. This information will be used to create your **WhatsApp Business Account (WABA)**.

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![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2FY4hCtAVmDyIIWHiqZ4PM%2FWhatsApp%20Image%202024-10-04%20at%2023.36.01.jpeg?alt=media\&token=4b0c359a-fab7-4154-b64c-af3ee5114173)

### Step 4: Set Up Business Profile

Create your **WhatsApp Business profile**. This information will be visible to your customers when they contact you via WhatsApp.\
![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2F0X0SN8cXIxChKhB7Scav%2FWhatsApp%20Image%202024-10-04%20at%2023.36.23.jpeg?alt=media\&token=ee820cdc-e214-4eaf-92f9-a03d62fc5900)

<figure><img src="https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2F6zJrTnD7oVTtKYRGfxVD%2FWhatsApp%20Image%202024-10-04%20at%2023.36.40.jpeg?alt=media&#x26;token=fe2eede7-a76a-41f2-bd4a-b5d8568b6b1b" alt=""><figcaption></figcaption></figure>

### Step 5: Verify Phone Number

Verify the phone number you want to use for your WhatsApp Business account. An OTP will be sent to this number.\
![](https://2360397393-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FInUioAc4Scks6HcTR1Ns%2Fuploads%2FbwIxb8ITY3Ls9r9hWjNW%2FWhatsApp%20Image%202024-10-04%20at%2023.36.49.jpeg?alt=media\&token=00063333-bf62-4776-b1c2-7d16311c1085)

### Step 6: Connect to 3Sigma CRM

After verifying the number, authorize **3Sigma CRM** to access your **WABA** account and complete the integration.<br>

### Step 7: Configure WABA in 3Sigma CRM

Once the setup is complete, configure your **WhatsApp Business API settings** within **3Sigma CRM** to start managing your WhatsApp communications.<br>

Note : it might some time for Integration to get completed around 15-20 minutes, You can refresh page to get latest status