For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/messaging/sync-whatsapp-business-data.md.
  • English

      • How do I bring my WhatsApp Business contacts and conversations into Clickmax?

      Open the connected number under Settings → Connections and click Sync. You choose what to bring over: Account details, Templates, Contacts and Conversation history.

      The part you cannot undo: Contacts and Conversation history are brought over only once, within a time limit that starts as soon as the number finishes connecting. If the limit runs out before you ask for them, the only way back is reconnecting the number.

      Before you start: the number must be connected and running in coexistence mode — the one where you keep using WhatsApp Business on your phone as usual. If the number did not come online in that mode, the Contacts and History rows appear disabled with the reason.

      What you can bring over

      ItemCan you repeat it?What comes over
      Account detailsYes, any timeName, photo and profile information.
      TemplatesYes, any timeMessage templates approved by Meta.
      ContactsNo — one-time syncYour WhatsApp Business address book, for review before becoming leads.
      Conversation historyNo — one-time syncPast conversations, for review before entering Live Chat.

      Contacts and history do not go straight in: they wait for your review before becoming leads and conversations.

      Step by step

      1. Go to Settings → Connections and click the WhatsApp number.
      2. On the Sync with WhatsApp card, click Sync.
      3. Check what you want to bring over. Contacts and Conversation history come pre-checked, with the One-time sync badge and how much time is left.
      4. Click Sync. The result appears item by item — it is normal for one item to succeed and another not to; a failed item does not block the others.

      Unchecking does not burn your chance: while the time limit is open, you can come back to this screen and ask for the item you left out. What does not come back is the limit — once it closes, neither what you unchecked nor what you forgot can be brought over.

      Reviewing before anything becomes a lead or a conversation

      Nothing comes in on its own. When the contacts and conversations arrive — which takes anywhere from a few minutes to a few hours, because WhatsApp delivers them in batches — the number's page shows a notice for each one.

      Contacts. Click Review contacts and pick who should become a lead. Anyone who already is a lead is flagged as such and is not duplicated; the footer shows how many new leads will be created. On approval, whatever was left out of the selection is discarded — and the confirmation lists exactly who, so you can check first.

      Conversations. Click Review conversations. Here the decision covers the whole block, with no conversation-by-conversation picking. The summary shows the period covered, how many conversations and messages arrived, and the number that usually raises doubt: how many of those conversations already exist in your Live Chat and will simply be filled in, versus how many are new. Nothing is duplicated — the messages you already have stay unique.

      Imported conversations come in with their original dates and do not trigger automations, flows or automatic messages. They enter the history exactly as they happened.

      You have a deadline to decide: 30 days for contacts and 14 days for conversations, counted from when each one arrives. After that, whatever was not approved is discarded.

      When connecting a new number

      While connecting a new number, the same choice appears as a step before you go to Meta's screen. Nothing is brought over there and then: Clickmax stores your choice and applies it on its own as soon as the connection is confirmed.

      It is worth deciding at that point. The time limit for contacts and history starts when the connection finishes, with nobody on screen to warn you — if you skip the step, you can still use the Sync button on the number's screen while there is time left.

      If it did not work

      • "Time limit reached. Only by reconnecting the number." — the limit for that item has passed. Contacts and history cannot be requested again; the only way out is reconnecting the number.
      • "This number did not come online in coexistence mode." — the number did not enter coexistence mode when it was connected. Account details and templates still work normally.
      • "Waiting for Meta to confirm." — Meta has not confirmed the number yet. Wait and open the screen again; see what happens after linking WhatsApp Business.
      • "Already synced · N awaiting review" — the item was already brought over and there are items waiting for you to review before they become leads or conversations.
      • "Could not load the sync status." — reload the page. While Clickmax cannot read the status, the button stays blocked on purpose, so you do not spend one of your chances without knowing what has already been done.