How to Connect Your Number to ChatSyncs
The easiest way to connect a phone number to ChatSyncs — Embedded Signup turns any number into a WhatsApp Business number automatically, with no technical setup needed.
First, pick your path:
- If you want to keep using WhatsApp on your phone (the Business App) and ChatSyncs at the same time, see How to Connect Your WhatsApp Business App to ChatSyncs instead.
- If your number is already active on the WhatsApp app and you want to move it onto ChatSyncs instead of keeping both, see How to Migrate from WhatsApp App to a ChatSyncs Business Account instead.
- If you want a brand-new number used only on ChatSyncs, not on your phone, keep reading — this page covers that path.
Before you start#
- A Facebook account with access to the business.
- A phone number not already active on WhatsApp or WhatsApp Business (if it was, delete that number from WhatsApp permanently and wait a few hours first).
- A Meta Business Portfolio — the account container that holds your business's WhatsApp setup. Embedded signup can create one for you on the spot if you don't have one yet (just a name, your first/last name, and a website).
Connect a brand-new number (Cloud API)#
Open Connect WhatsApp
Go to Connect Account, under Business Accounts click Connect WhatsApp, then pick the green Embedded Onboarding (One Click) card and click Connect with Embed Onboarding (the blue Create Your Own API Connection card is the manual path — see How to Connect Your WhatsApp Account Manually (Alternative Method)).

Business Accounts — Embedded Onboarding (recommended) vs. Create Your Own API Connection. Choose catalog permissions
If you've already set up a product catalog and want to share its permissions, click Connect With Catalog — otherwise click Connect Without Catalog. Either opens Meta's popup.

Connect With Catalog vs. Connect Without Catalog. Log in with Facebook
Meta's popup opens. Log in if you aren't already, then click Continue.

Meta's embedded signup consent screen — click Continue to proceed. Select or create a Business Portfolio
Pick an existing portfolio from the dropdown, or click Create a Business Portfolio if you don't have one — it only asks for a portfolio name, your first/last name, and a website.

Select the business portfolio to share with ChatSyncs. Pick 'Create a WhatsApp Business account'
With the portfolio selected, open the WhatsApp Business account dropdown — you'll see two options:
- Create a WhatsApp Business account (first option) → a brand-new number, usable only on ChatSyncs, not on your phone. Pick this one.
- Connect a WhatsApp Business App (second option) → this is the How to Connect Your WhatsApp Business App to ChatSyncs path instead, for keeping a number on your phone too — don't pick this here.
Any number shown crossed out is already connected somewhere else and can't be picked.

The WhatsApp Business account dropdown — first option keeps the number ChatSyncs-only, second option is Coexistence. Crossed-out numbers are already connected elsewhere. Enter business information
Click Next, then fill in the Name, Category, and Website for the new asset (Country and Time zone are carried over from your portfolio).

Business information for the new WhatsApp Business account. Add a new number
Choose Add a new number (the alternative, Use a display name only, uses a shared Meta test number where people only ever see your display name — not a real number).

Add a new number, rather than using a display name only. Enter the number, display name, and verify
Enter your country and phone number, then the WhatsApp Business display name — this is what customers see at the top of the chat on every message, so get it right. Choose Text message or Phone call to receive your verification code, click Next, then enter the code you receive.

Phone number, WhatsApp Business display name, and verification method. Done
Meta confirms the connection — click Finish to return to ChatSyncs, where the number shows up under your connected Business Accounts.

Meta's final confirmation once the account is connected.
Frequently asked#
What's the difference between the Cloud API path and Coexistence?
Cloud API connects a brand-new virtual number dedicated to ChatSyncs — once connected, that number can't be used in the regular WhatsApp app anymore. Coexistence links your existing WhatsApp Business App number instead, so you keep using the app on your phone while ChatSyncs automates on the same number. See How to Connect Your WhatsApp Business App to ChatSyncs for that path.
I got an error saying I need to unlink my number first — what do I do?
Your number is already linked to a different platform/partner. See How to Disconnect Another Partner From Your WhatsApp Number for the full steps, then re-enter your number.
I don't have a Meta Business Portfolio yet — do I need to create one first?
No — embedded signup can create one for you inline during the flow. It only asks for a portfolio name, your first/last name, and a website. See How to Create a Facebook Business Manager Account for ChatSyncs if you'd rather set it up ahead of time.
What if embedded signup isn't available for my account?
Use How to Connect Your WhatsApp Account Manually (Alternative Method) instead — it takes more steps but gives full visibility into every credential.
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