How to Onboard a Phone Number on DoubleTick (Cloud API)
The onboarding of a phone number onto DoubleTick using Meta’s Cloud API is the very first step toward enabling advanced WhatsApp Business capabilities. Once activated, the number can support large-volume messaging, automated workflows, structured templates, and professional multi-user management.
To ensure smooth onboarding for both customers and support teams, this documentation breaks down the entire flow into simple, executable steps.
Before You Begin — Prerequisites & Requirements
To avoid delays or onboarding failures, ensure the following conditions are met up front:
1. Verified Business Portfolio (Meta Business Suite)
Meta requires your business portfolio to be verified before a Cloud API phone number can be onboarded.
Once these requirement boxes are checked, you’re ready to begin onboarding.
Step-by-Step Onboarding Process
These steps describe how to onboard a number onto DoubleTick via Cloud API from start to finish.
Step 1 — Access the DoubleTick Web Platform
Open Google Chrome (recommended for best compatibility) and visit:
A login screen will appear requesting your login number.
If you don’t know your login number, your Account Manager can provide it.
After entering the login number, click the Login button (green).
Step 2 — OTP Validation
DoubleTick sends an OTP to your login number via SMS.
Enter the OTP and click Login again to authenticate.
Important:
Enable pop-ups in your browser before initiating the onboarding process, as Meta’s integration flows open in pop-up windows. Blocking pop-ups can interrupt the onboarding midway.
Step 3 — Initiate Onboarding
Scroll down and click the green Get Started button.
This button triggers the onboarding initiation within the DoubleTick portal.
Step 4 — Select Onboarding Path
The system will prompt you to choose an onboarding method.
Select:
Connect WhatsApp API Number
(This indicates that you are building a Cloud API integration, not a coexistence setup.)
Click Confirm and Proceed.
Step 5 — Facebook Integration Window
The interface will redirect to Facebook for authorization and sharing of required business assets.
Click Continue on the Facebook screen.
This step gives DoubleTick permission to connect with your business portfolio and WABA components under Meta.
Step 6 — Choose the Relevant Business Portfolio
You will see a dropdown listing business portfolios associated with your Meta account.
If there are multiple portfolios, carefully choose the correct one, since onboarding links the number to that business profile within Meta Business Suite.
Step 7 — Create a WhatsApp Business Account (WABA)
In the next dropdown, select:
Create a WhatsApp Business Account
This applies because we are onboarding the number on Cloud API for the first time.
Click Next.
Step 8 — Enter Business Information
Meta now requests details required for compliance and WABA provisioning:
Business Name (as recognized legally)
Business Category (industry classification)
Country
Business Website URL
Time Zone
Enter accurate details and click Next.
This data influences Messaging Limits, Display Name reviews, and compliance approvals downstream.
Step 9 — Add a WhatsApp Phone Number
You will now see two options:
User Display Name Only
Add New Number(Choose this)
Click Add New Number, then enter the phone number you wish to connect to DoubleTick.
⚠ Reminder:
Ensure the number is not active on the WhatsApp ecosystem. Meta blocks active numbers during onboarding and will throw errors if detected.
Step 10 — Phone Number Verification (OTP)
Meta will ask how you want the verification OTP delivered:
Text Message
Phone Call
Select your preferred method and click Next.
Shortly afterward, the OTP will arrive on the chosen channel.
Enter the OTP and click Next to verify.
Step 11 — Confirm and Connect
Click the blue Confirm button.
Meta will now display a loading screen reading:
“Connecting to your account — this may take a few moments.”
This step provisions the number on Cloud API and connects it to the WABA and business portfolio selected.
Once the integration completes successfully, a status screen confirms your number is connected with doubletick.io.
Click the Finish button.
Step 12 — Final Status on DoubleTick
Return to the DoubleTick portal.
The system will finalize integration tasks, after which it displays:
Connected Successfully
Your number is now active on DoubleTick Cloud API and ready for use.
If you face delays, errors, or compliance blocks, DoubleTick Support and Account Managers can assist.
Successfully onboarding a Cloud API number onto DoubleTick ensures your business can start leveraging enterprise-grade messaging securely and efficiently through Meta’s official infrastructure.
This documentation ensures both employees and customers understand the technical flow, business logic, compliance concepts, and user experience behind the onboarding process — enabling smoother activation, reduced turnaround time, and fewer escalations.
