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Migrate from Leadsales

Migrate from Leadsales to ChatSales

Moving from Leadsales 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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Migrate from Leadsales

Export your contacts from Leadsales

  1. Search “export contacts” in Leadsales's help center or ask their support for the export.

We couldn't confirm the exact steps in their public documentation. Chat history export isn't documented publicly: save important conversations before cancelling.

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Free up your WhatsApp number

  1. On the WhatsApp API through a provider (BSP), don't try to disconnect the number from the app.
  2. Ask your Meta Business Solution Provider (BSP) to cancel the subscription and disconnect the number.
  3. If Leadsales itself is your provider (WAPI), contact Leadsales support for guidance.

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 Leadsales owns the WABA, you may need to recreate them. Based on the public documentation of Leadsales and Meta, reviewed on September 29, 2026; menus may change.

Cancel Leadsales without losing data

  1. Before cancelling, export your contacts, chats and pipeline with the steps above.
  2. If you're on a trial, cancel before it ends to avoid the paid subscription.
  3. If you don't see the option, ask Leadsales support to cancel.

We found no data-retention period after cancellation. Based on Leadsales'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 (Leadsales'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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CoexistenceWhatsApp coexistenceUse the WhatsApp Business app on your phone and the official API in ChatSales with the same number. Requirements, limits and how to connect.Learn more →
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