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Migrate from Cliengo

Migrate from Cliengo to ChatSales

Moving from Cliengo to ChatSales takes a few steps: you export your contacts, import them with their tags, recreate your sales stages and connect your WhatsApp number through the official API or coexistence. You do it yourself, free, with our step-by-step guide and tutorials.

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Cliengo, Leadsales, Kommo, Wati, respond.io, ManyChat, Callbell, Whaticket, SleekFlow, Treble, Botmaker, Mercately

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Migrate from Cliengo

Export your contacts from Cliengo

  1. Go to the “Contacts” section.
  2. Filter by date range, channel or tags.
  3. Click “Export”.
  4. You'll get an email with a link to download the file.

Format: CSV. There's also a guide for exporting contacts with Zapier. Based on Cliengo's public documentation, reviewed on September 29, 2026; menus may change. Chat history export isn't documented publicly: save important conversations before cancelling.

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Free up your WhatsApp number

  1. With coexistence: unlink the line both on Meta's platform and on your phone.

This returns you to using the WhatsApp app on its own. General rule: official API numbers move to a new provider through Meta's phone-number migration between providers, or by deleting or disconnecting the number; QR/WhatsApp Web tools only need you to log out. Approved templates belong to your WhatsApp Business Account (WABA): if Cliengo owns the WABA, you may need to recreate them. Based on the public documentation of Cliengo and Meta, reviewed on September 29, 2026; menus may change.

Cancel Cliengo without losing data

  1. Before cancelling, export your contacts, chats and pipeline with the steps above.
  2. Cancel the subscription from your account at any time.
  3. Answer a short questionnaire about the reason.

We found no data-retention period after cancellation. Based on Cliengo's public documentation, reviewed on September 29, 2026; menus may change.

Import everything into ChatSales

  1. Create your ChatSales account.
  2. Import your contacts from the CSV or Excel file, keeping your tags as labels.
  3. Recreate your sales pipeline stages.
  4. Connect your WhatsApp number via the official API or coexistence.
  5. Turn on the AI assistant and give it your business information.

Migration is self-serve, with free step-by-step guides.

Sources (Cliengo's public documentation, checked September 29, 2026)

Then: bring everything into ChatSales, step by step

Guides with ChatSales' real screens to finish your switch yourself.

Step 1What to export from your current platformStep 2Import your contacts from a CSVStep 3Recreate tags, replies and pipelineStep 4Move your number and finish your switch
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