Migrating WhatsApp Account from Other Platforms to Flowmatix #
Seamlessly migrate your existing WhatsApp Business integration from other platforms to Flowmatix without losing data or disrupting customer communications.
Pre-Migration Planning #
Assessment Phase #
- Audit current WhatsApp setup and configurations
- Document existing workflows and automations
- Identify integration dependencies
- Plan migration timeline and rollback strategy
Data Inventory #
- Contact Lists: Customer contact information
- Message Templates: Approved template messages
- Conversation History: Past chat interactions
- Automation Rules: Existing bot workflows
- Analytics Data: Performance metrics and reports
Migration Process #
1. Prepare Flowmatix Account #
- Set up Flowmatix account with appropriate plan
- Configure basic settings and preferences
- Prepare integration credentials
- Set up team access and permissions
2. Export Data from Current Platform #
- Export contact lists in CSV format
- Download message templates and content
- Save conversation history if available
- Document automation workflows
3. WhatsApp Business Account Transfer #
- Disconnect from current platform
- Wait for disconnection confirmation
- Connect to Flowmatix using same phone number
- Verify connection and test functionality
Data Migration Steps #
Contact Import #
- Navigate to Contacts > Import
- Upload CSV file with contact data
- Map fields to Flowmatix contact properties
- Review and confirm import
Template Recreation #
- Access Templates section in Flowmatix
- Recreate message templates
- Submit for WhatsApp approval if needed
- Test template functionality
Workflow Reconstruction #
- Use Flowmatix workflow builder
- Recreate automation rules and flows
- Configure triggers and conditions
- Test workflows thoroughly
Common Migration Challenges #
Template Approval Delays #
- Submit templates early in migration process
- Use existing approved templates when possible
- Plan for approval waiting periods
- Have backup communication methods ready
Data Format Differences #
- Review data format requirements
- Clean and standardize data before import
- Use data transformation tools if needed
- Validate data after import
Integration Downtime #
- Plan migration during low-traffic periods
- Communicate downtime to customers
- Have support team ready for issues
- Monitor system status closely
Post-Migration Validation #
- Functionality Testing: Verify all features work correctly
- Data Verification: Confirm all data migrated successfully
- Performance Monitoring: Check system performance
- User Training: Train team on new platform
Migration Support #
Flowmatix provides comprehensive migration support:
- Dedicated migration specialist
- Step-by-step guidance and documentation
- Data migration assistance
- Post-migration support and training
- Rollback assistance if needed
