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How to bulk onboard numbers

Learn how to onboard multiple WhatsApp numbers at once using DoubleTick's Bulk Onboarding flow, from adding numbers to downloading the final report.

If you have multiple WhatsApp numbers to onboard, Bulk Onboarding lets you add them all at once instead of connecting each number individually. You can add multiple numbers together, verify each with an OTP, and download a report showing which numbers succeeded and which failed, along with the reason.

Make sure you've reviewed the prerequisites for onboarding before you begin.

What's covered

Before you start

Make sure you have:

  • The Business Portfolio where you want to onboard the numbers.

  • The WABA (WhatsApp Business Account) where you want to add the numbers.

  • The display name and phone number for each number you want to onboard.

  • Access to the phone numbers so you can receive the OTP through SMS or call.

Step-by-step guide to bulk onboarding

Step 1: Log in to DoubleTick Open DoubleTick and log in using your registered phone number. Enter the OTP you receive, and once you're logged in, go to Settings.

Step 2: Open Manage Channels From Settings, go to Manage Channels. On the top-right corner, click Connect New Channels — a pop-up will appear with two options, Single Number and Bulk Onboarding. Select Bulk Onboarding.

Step 3: Select your Business Portfolio and WABA In the Business dropdown, select the Business Portfolio under which you want to onboard the numbers, and in the WABA dropdown, select the WhatsApp Business Account where you want to onboard them. Check the available number slots before proceeding — for example, if the WABA has a limit of 25 numbers and 1 is already onboarded, you'll see 1 out of 25 in use, along with the remaining slots — and make sure you have enough slots for the numbers you want to add.

Step 4: Select how you want to receive the OTP Choose SMS or Call as the default OTP method for this batch — you can change the method later for a specific number if needed. Click Continue.

Step 5: Add the numbers you want to onboard In the Paste Your Numbers field, enter the display name and phone number for each number, separated by a comma, with one entry per line — for example:

Make sure each display name is correct, each phone number includes the country code, and each entry is on its own line, then click Continue.

Step 6: Review your numbers DoubleTick shows a Review and Start Onboarding screen with each number's status — Ready, Duplicate, or Invalid. Fix any Duplicate or Invalid entries before continuing; a number is often marked invalid if the country code is missing, the number is incorrectly entered, or required information is missing.

Step 7: Start the bulk onboarding process Once your numbers are ready, click Continue to start onboarding. DoubleTick then processes the numbers one by one, triggering an OTP for each via your selected method.

Step 8: Enter the OTPs For each number, check the phone for the OTP, enter it in DoubleTick, and continue. Repeat until all numbers are verified — they'll then appear in your DoubleTick channel.

Step 9: Download the onboarding report Once bulk onboarding is complete, download the report, which is available as an Excel file. It shows the total numbers submitted, how many succeeded, how many failed, and the reason for each failure — useful for identifying and fixing numbers that didn't onboard.

Example: if you bulk onboard 10 numbers and DoubleTick shows 8 Ready, 1 Duplicate, and 1 Invalid, go back and fix the Duplicate and Invalid entries first. Once all numbers are Ready, start onboarding, enter each OTP as it arrives, and download the report afterward to confirm the final status of every number.

Key takeaways

  • Bulk Onboarding lets you add multiple WhatsApp numbers at once instead of onboarding them individually.

  • You'll need the target Business Portfolio, WABA, and each number's display name and phone number ready before you start.

  • Numbers are checked for Ready, Duplicate, or Invalid status — fix any issues before starting the onboarding process.

  • Each number is verified with its own OTP, sent via your chosen method (SMS or call).

  • Download the onboarding report afterward to confirm which numbers succeeded and troubleshoot any that failed.

FAQs

How many numbers can I onboard at once with Bulk Onboarding? This depends on the available slots in the selected WABA. Check the number limit and how many slots are already in use before adding your numbers.

What format should I use to enter my numbers? Enter the display name and phone number separated by a comma, with each number on its own line, and always include the country code — for example, ABC Store,+919876543210.

What happens if a number shows as Invalid or Duplicate? Go back and correct the entry before continuing. A number is usually marked invalid if the country code is missing or the format is incorrect, and duplicate if it's been entered more than once.

Can I use a different OTP method for a specific number? Yes. While you choose a default OTP method (SMS or call) for the batch, you can change it later for an individual number if required.

How do I know which numbers succeeded and which failed? Download the onboarding report after the process completes — it's an Excel file listing every number's status and, for any failures, the reason.

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