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Connect a WhatsApp Number and Meta Account in Wabpo

Onboarding4 min read

Connect a WhatsApp Number and Meta Account in Wabpo

This SOP explains how to create a project in Webpo, connect a Meta account, and link the correct WhatsApp number so the account is ready for use. It also covers the available connection paths, business verification, and billing setup required to run campaigns and workflows.

Last reviewed Jun 21, 2026Published Jun 21, 2026

Key Steps

1. Create the Project in Webpo 0:00

Open Webpo and create a new project.
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How to Create a WhatsApp Template

one project per WhatsApp number

.

Enter a clear project name that matches the business, such as Salon or Restaurant.

Save the project and select it before continuing.

2. Open the Meta Connection Setup 0:19

After selecting the project, review the account status indicators.
If Meta is not connected, click Connect Meta.
Confirm that you are signed into the correct Facebook/Meta account before proceeding.
Make sure the Facebook account has access to a Facebook Page, since it is required for the setup flow.

3. Choose the Correct WhatsApp Connection Type 0:40

On the connection screen, choose the option that matches your number type:New number for WhatsApp Cloud API: use this if the number is not connected to WhatsApp mobile apps.Existing WhatsApp Business app number: use this if the number is already on WhatsApp Business.
If you are converting a personal WhatsApp number, first delete the account from the WhatsApp mobile app settings.
Wait about 20–30 minutes after deletion before trying to connect the number again.

4. Select the Facebook Page and WhatsApp Setup Path 1:43

Once the Meta login is recognized, select the Facebook Page associated with the business.
Click Next to continue.
Review the available setup options:Create a WhatsApp business account if you do not already have one.Use a display name only if you want to test the system without a current WhatsApp number.Add WhatsApp and new WhatsApp number or new/existing WhatsApp number if you already have a number to connect.
Choose the option that matches your business setup and click Next.

5. Complete the WhatsApp Account Setup 2:16

If creating a new WhatsApp business account, enter the required business display name.
If using the display-name-only option, enter the business name and continue through the prompts.
If connecting an existing number, enter the WhatsApp number exactly as required.
Continue clicking Next through the setup screens until the account is created or linked.

6. Review Permissions and Confirm Connection 3:46

Review the permissions and information Webpo requests from your Meta account.
Confirm the permissions by clicking Confirm.
Wait while the system connects the account; this may take a few moments.
Verify that the connection completes successfully and the account shows as connected.

7. Check Account Status After Connection 4:28

After connection, confirm that the Meta account appears as connected in Webpo.
Review the account health/status indicator:Green = normalYellow = warning stateRisk = account may have issues
If the business is verified, the status should show as verified.

8. Verify the Business if Needed 4:55

If the business is not verified, prepare supporting documents that prove business ownership.
Acceptable documents may include:SACP documentLLC documentTax document
Submit the documents in Meta for review.
Allow 2–3 days for verification processing.

9. Connect Billing and Claim the Starter Credit 5:18

Locate the billing setup option in Webpo/Meta.
If billing is not connected, click the billing connection option and add a payment card in Facebook/Meta.
Understand that the billing balance is for Webpo service charges, not a Meta wallet balance.
After connecting billing, claim the available $10 credit to begin using the system.
Use the credit to run campaigns, approve templates, and test workflows.

Cautionary Notes

One project should be used for one WhatsApp number only.
If converting a personal WhatsApp number, delete the account from the mobile app first and wait 20–30 minutes before reconnecting.
Make sure you are logged into the correct Facebook account and that it has a Facebook Page.
If the number is already connected to another WhatsApp setup, it may not connect successfully until it is released.
Business verification requires valid ownership documents and may take a few days.
Billing must be connected to use the platform fully.

Tips for Efficiency

Use a consistent project naming convention that matches the business name.
Prepare the Facebook account, Page, business documents, and billing card before starting the setup.
If testing the platform without a real number, use the display name only option.
Keep the WhatsApp number format ready in advance to avoid delays during setup.
After connection, immediately check account health, verification, and billing so issues can be resolved early.

Link to Loom

https://loom.com/share/658d49a6cd974a4680d792c425db57ac

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