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Tech Provider Setup for Non-TPP (non tech provider) partners on Gupshup

Gupshup
Updated

 

Complete TPP steps on Meta and Gupshup at the earliest. 

Impact on non-compliance:

New waba onboarding, linking and such partner features IS NOW blocked for partners. April 01, 2025 onwards ISVs who do not complete TPP will not be able to earn commissions, if any.

 

 

 

Target Audience

The target audience for this document is -

a. Potential or Existing Meta Tech Providers

b. and are partner with Gupshup, and want to register their TP Joint Solution with Gupshup OR want to be a partner with Gupshup

 

NOTE : Meta developer portal exact steps and screens mentioned below might be outdated as Meta continuously works on simplifying them. 

 

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 
  3. Follow the below steps to setup Joint Solution on Gupshup

You can also refer to Meta's article for the same steps here

 

Signup as a Meta Tech Provider

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, click on 'Select an app type'.

 

image (7).png

 

Select Business. 

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

A screenshot of a computer Description automatically generated

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

Refer Meta article for Step 2 

Step 3: Add the WhatsApp Product

a. 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.

Refer Meta article for step 3 a

b. 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.

c. Click on Start onboarding 

Link to Meta’s Business Messaging Tech Provider Terms

d. Click continue 

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.

e. Choose 'Working with a Solution Partner'

Refer Meta article for Step 3 e

Step 4: Complete Business Verification, App Review and Access Verification

a. If BM is not verified, you will need to complete the step first to move to the next one

Refer Meta article to know more

b. In the Quickstart > Onboarding panel, locate the App Review section and the Create a partner solution row: 

c1. Fill in a Solution name of your choice (DO NOT USE SPECIAL CHARACTERS) and enter Gupshup’s Meta app ID - 2281283925530161 in the partner app ID in the screen below 

c2. : Select 'ONLY MY PARTNER' for 'Send messsages' Permissions, else your request will be rejected by Gupshup. This is needed for Gupshup to be able to do messaging. Then submit request.
NOTE : If you select 'ONLY ME' the permissions are non-editable in future. You will need to create a fresh solution ID with correct permission settings.

 

 

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

 

 

d. Confirm the submissions done in Step 2 above. Refer clear instructions for app review as mentioned here  .

When describing how your app uses each of these permissions, attach the appropriate screen recording or video:

  • For whatsapp_business_messaging, attach the screen recording or video showing a message being sent with Gupshup and appearing in the WhatsApp client, or the screen recording of the API Setup cURL script being used by you.
  • For whatsapp_business_management, attach the screen recording or video showing Gupshup's UI being used to create a message template, or the screen recording of the WhatsApp Manager being used by you to create a message template.


e. Submit your app for review

 

f. Complete access verification 

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 : Wait for all approvals till your panel looks like this 

 

[UPDATED on 27th Feb ' 25] Step 6 : Once you have completed all steps, the Meta app must be set to LIVE mode (from DEV mode) to avoid disruption.

 

Thats not all. You must now register your Partner Solution ID on Gupshup Partner portal. Thus, have your solution ID and Solution Name handy. 

You can now move on to the next step.

 

Setup Joint Solution ID with Gupshup

IF YOU ARE ALREADY A GUPSHUP PARTNER 

  1. Navigate to the https://partner.gupshup.io/web/login
  2. On signing in, go to Settings (under the drop down on top right below language selection)
  3. Click on 'Add new solution'.
  4. Enter the Meta Solution ID and Name created in the above steps on Meta Developer Portal
  5. Solution ID mapping request will be sent to the partner support team for approval.

NOTE : At this point, you can continue to create apps and do go live on Self Serve portal. Apps will go live without the joint solution ID till your request is approved.

6. 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 solution ID will be mapped to your partner ID on Gupshup. 

7. Support will accept or reject the request triggering a confirmation email to you. In case it is rejected, they can re-submit the modified solution ID. If application is approved, it will show as approved in the Settings tab on Partner portal.

 

Phone number onboarding with Joint Solution ID

Partners who use the self serve portal can continue to use the same portal, ensuring to follow below steps in the right order for joint solution ID mapping to the apps -

  1. Create app on Self serve portal
  2. Link app to your partner ID [THIS IS A KEY STEP]
  3. Only then, go live with the app which will register the approved joint solution ID set on Partner Portal

In case, partner ID is not linked to the app, the approved joint solution ID of partner will NOT be registered with Meta, thus it will not show for attribution with the Tech Provider at Meta.

Also, old live apps linked to same partner ID will not be linked to the solution ID automatically with this process. 

 

IF YOU ARE A NEW OR POTENTIAL GUPSHUP PARTNER 

Signup as a Gupshup ISV

  1. Navigate to the https://partner.gupshup.io/web/login
  2. After signup, you will need to verify your email ID and set a new password.
  3. Login again with the set credentials. 
  4. Fill all the necessary fields provided to proceed ahead.
  5. Read all the Gupshup terms and conditions. You must agree to them if you move ahead. And then fill in the other details.

 

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

 

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

 

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

     

     

  2. 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.

 

NOTE : Refer this guide for Multi-partner solution for updated details

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