How to Integrate WhatsApp With Odoo in 2024 [Step-by-Step]

Cybrosys Technologies

08-08-2024

1. Sign Up for a WhatsApp API Provider

Start by signing up with a reliable WhatsApp API provider like Twilio or Vonage. This will give you access to the necessary tools and support to connect WhatsApp with Odoo.

Odoo ERP

2. Obtain WhatsApp Business API Access

Next, apply for WhatsApp Business API access through your chosen provider. This step involves verifying your business and setting up your WhatsApp Business profile.

Odoo ERP

3. Configure Odoo Settings

In Odoo, navigate to the settings module. Locate the WhatsApp integration settings and input the API credentials provided by your WhatsApp API provider.

Odoo ERP

4. Generate & Scan QR Code

Generate a QR code within Odoo for WhatsApp integration. Scan this QR code using the WhatsApp app on your mobile device to link your WhatsApp account with Odoo.

Odoo ERP

5. Test the Integration

Conduct thorough testing to ensure that messages are being sent and received correctly between WhatsApp and Odoo. Test various scenarios to verify functionality.

Odoo ERP

6. Train Your Team

Finally, provide training to your team on how to use the new integration. Ensure they understand how to send and receive messages and utilize WhatsApp within the Odoo platform efficiently.

Odoo ERP