Gupshup ISV onboarding based on Meta’s Tech Provider Program

Last updated : 05th April 2024

Target Audience

The target audience for this document is Potential or Existing Tech Providers who want to Sign-up with Gupshup.

Get started -

1. Start by understanding about Tech Provider Program. To know more about the benefits of becoming a Tech Provider while working with Gupshup (Meta’s Solution Partner), reach out to your regional CSM
2. Follow the below steps to Signup as a Meta Tech Provider (for ISVs willing to work with Gupshup)
3. Follow the below steps to Signup as an ISV with Gupshup
4. REMEMBER : WABA onboarding and Wallet management must only be done through Gupshup Partner Portal to map them with your Joint Solution ID and to avoid any unknown complications

Signup as a Meta Tech Provider (for ISVs willing to work with Gupshup)

Step 1: Create a Meta Business Account

Create or use an existing Meta Business Account to ensure all the necessary business details (address, website, email, etc.) are provided during the verification process.

Note:

• Your business is limited to a maximum of two Meta Business Accounts.
• Make sure all information is accurate to avoid rejection during business verification. Onboarding WhatsApp services may fail if your business account is not in good standing with Meta.

Step 2: Create a Meta App

Navigate to My Apps panel, create a new business app, and connect it to your Meta Business Account. Alternatively, if you have an existing app, you can directly link it to your Meta Business Account by loading it in the App Dashboard and skipping to step 3.

Upon app creation, if you can't develop a business app, select Other > Next.

Select Business. 

Fill in the necessary information and select the Business Account from the dropdown. 

After creating the app, go to App Settings > Basic and update your app's domains and icons under the basic settings tab.

Add your privacy policy and terms of service URLs. Select Messaging category.

Also, initiate the business verification process as mentioned in the screenshot in parallel to below steps, if not done already.

Read how to verify my Meta Business Account

Step 3: Add the WhatsApp Product

From your App Dashboard, add the WhatsApp product.

You will get redirected to choose your business account (if not selected previously) and agree to the Facebook and Meta Hosting Terms to continue.

Ensure you agree to Meta’s Tech Provider Terms of Service by clicking the Start Onboarding button in the App Dashboard > WhatsApp > Quickstart product panel when you add the WhatsApp product to your app.

Link to Meta’s Business Messaging Tech Provider Terms

In case you have added the product to your app and didn't accept the terms, you must return to Quickstart to accept the terms.

Rest of the steps can be completed once you have completed the Meta Business verification, as per the Meta docs for Tech Provider and Account Sharing. 

Step 4: Complete App Review and Access Verification

You must also complete - 
1. 'App review' (know how to submit for App Review)

2. 'Access Verification' (know how to complete Access Verification)

This will only then mark you as a valid Tech Provider in Meta's systems.

NOTE : Tech Provider is not a Whatsapp-only construct and if there are enforcements/benefits that are introduced for Tech Providers, that might break the solution if App Review and Access verification is not completed. 

Step 5: Initiating Solution Request

a. Navigate to the App Dashboard > WhatsApp > Partner Solutions panel and click Create a partner solution button.

b. Fill in a Solution name of your choice and enter Gupshup’s Meta app ID - 2281283925530161 in the partner app ID in the screen below and send request

c. The solution will be displayed in the solutions panel as 'Pending' until Gupshup accepts it. 

(Gupshup should receive your request if you have completed your Tech Provider Onboarding on the Meta Developer Portal).

d. The solution will be displayed in the solutions panel as 'Active' once Gupshup accepts it

Once you have completed these steps on Meta’s App Manager, you can sign up for Gupshup partner on the Gupshup partner portal. Have your solution ID, Solution Name, and other business details handy. 

You can now move on to the next step.

Signup as a Gupshup ISV

1. Navigate to the https://www.gupshup.io/partner/signup . 
2. Fill all the necessary fields provided on the Signup page, and click the Sign Up button to proceed ahead.

3. After signup, you will need to verify your email ID and set a new password.
4. Login again with the set credentials. 
5. Read all the Gupshup terms and conditions. You must agree to them if you move ahead. And then fill in the other details.

6. Enter the Meta Solution ID and Name created in the above steps on Meta Developer Portal

7. Partner creation request will be sent to the partner support team for approval.

8. Support team will verify the solution ID on Meta Developer Portal. If request from the given solution ID is received, the solution request will be accepted on the Meta portal as well as the ISV will be approved on Gupshup. 
9. Support will accept or reject the request triggering a confirmation email to you. If your request is approved, the remaining tabs will be enabled for the partner. In case the partner application is rejected, they can re-submit their application with modified solution ID.

To know how to use the partner portal - create WABA or manage wallet, refer this article.

Note: Partner Portal supports the Admin and the User role. The Admin role has the advantage of adding more users.