How to Setup WhatsApp in Odoo 17 - Odoo Slides
- 1. How to Setup WhatsApp in Odoo 17 Enterprise
- 2. Introduction Enterprise Integrate WhatsApp into Odoo using the WhatsApp Business API or third-party modules to enhance communication. This integration enables automated messaging and customer interaction management within Odoo 17. Ensure compliance with WhatsApp Business API guidelines for a seamless experience.
- 3. Whatsapp Enterprise The Odoo WhatsApp app allows companies to connect their WhatsApp Business Account (WABA) to Odoo, enabling them to receive and respond to messages directly within Odoo. Additionally, it supports customizable templates with dynamic placeholders, allowing the use of pre-approved templates for sales quotations, receipts, invoices, and event tickets.
- 4. How to Configure WhatsApp in Meta Enterprise A WhatsApp integration with Odoo uses a standard API connection and is configured on Meta in the following steps: 1. Create a Meta business account 2. Create a Meta developer account 3. Setup an app and WhatsApp product on Meta’s developer console 4. Test the API connection.
- 5. How to setup a Meta Business Account Enterprise To create a Business account with Meta (owner of Facebook) navigate to: Facebook Business Manager - https://business.facebook.com/overview
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- 7. Meta Business Account Enterprise Begin by clicking Create account and then enter the business name, the administrator’s name, and a work email address.
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- 9. How to setup a Meta Business Account Enterprise Then click Next, and a pop-up window will appear, prompting to confirm the email address. After confirming, click Done to close the window. Next, follow the instructions in the email sent by Facebook to confirm the creation of the business account and to complete the setup process.
- 10. App creation Enterprise Meta for Developers Dashboard: https://developers.facebook.com/ Access the Meta for Developers dashboard, and sign in with your Meta developer account. If you don't have an account yet, link a Facebook account to initiate creating your Meta developer account.
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- 12. App creation Enterprise ● Click on Get Started in the top right corner to create or sign in to your Meta developer account. ● This will redirect the administrator to all the apps the developer has configured in this specific developer account. ● Click on Create App to begin the process of configuring a new Meta application.
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- 15. Steps Enterprise Navigate to the 'Other' option and proceed by clicking 'Next'.
- 16. App type Enterprise On the “Create an app” page, select Other under the section labeled, Looking for something else?, and then click Next to be directed to another page to select the app type. Then, click on the first option listed under the Select an app type label, titled Business. This selection allows for the creation and management of the WhatsApp API.
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- 18. App Details Enterprise On the Details section of the Create an App process, enter Odoo in the field under the Add an App name label. Next, enter the developer email address in the field under the App contact email label. Lastly, set the Business Account - Optional field to the Meta business account profile, using the drop-down menu. To finish, click Create app
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- 20. How to Add a WhatsApp Product to the App Enterprise To add a product, go to the Meta app dashboard at developers.facebook.com/apps and select your app. On the next page, click 'Set up' next to WhatsApp. This will take you to the WhatsApp Business Platform API configuration page. Use the drop- down menu to select the Meta Business Account, then click Continue.
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- 22. Start using the WhatsApp API Enterprise Upon completing the preceding WhatsApp product wizard and clicking 'Continue,' the browser should redirect to the WhatsApp Quickstart page. This Quickstart page serves as the starting point for configuring the WhatsApp API, involving the addition of a phone number and the initiation of an initial test message.
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- 24. How to Configure WhatsApp in Odoo Enterprise To configure WhatsApp in Odoo, navigate to the settings or configuration section of your Odoo instance. Locate the WhatsApp integration options and input the necessary details, such as your WhatsApp Business API credentials. Ensure that the configuration aligns with your business needs and objectives, and save the settings to enable seamless communication via WhatsApp within the Odoo platform
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- 27. Configure WhatsApp in Odoo Enterprise To complete the setup of the WhatsApp business account in Odoo, click Test Connection. A successful message in green will populate in the upper-right corner of the dashboard if the configuration is set correctly.
- 28. Conclusion Enterprise Hence this is how one can setup Whatsapp in Odoo 17.
- 29. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com