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Introduction to Odoo WhatsApp

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Odoo WhatsApp connects a WhatsApp Business Account to Odoo, so messages can be received and answered, and pre-approved templates sent for quotes, invoices or event tickets, without leaving the database. WhatsApp is only available on Odoo Enterprise and does not work on Community.

How to set up a Meta Business Account

  1. Go to Meta Business Suite and click Create account.
  2. Enter the business name, administrator’s name and work email, then confirm the email to activate the account.

How to create a Meta developer account and app

  1. Go to Meta for Developers, log in, and click My Apps > Create App.
  2. Choose Business as the app type, add the app name and developer email, and link it to your Meta Business Account.

How to add WhatsApp to the app

From the app dashboard, scroll to WhatsApp and click Set up. Meta provides a test number to confirm the API connection with a test message.

How to configure WhatsApp in Odoo

  1. Go to WhatsApp > Configuration > WhatsApp Business Accounts.
  2. Copy the Phone Number ID, Access Token, App ID and WhatsApp Business Account ID from Meta into the matching fields in Odoo.
  3. Click Test Connection to confirm the setup.

How to set up webhooks

  1. In the Meta Developer Console, go to WhatsApp > API Setup > Configure Webhooks.
  2. Enter the Callback URL and Webhook Verify Token generated in Odoo.
  3. Subscribe to the webhook fields: account_update, message_template_quality_update, message_template_status_update, messages and template_category_update.

How to create a permanent access token

Once testing is complete, generate a permanent token for the system user with the business_management, whatsapp_business_messaging and whatsapp_business_management permissions, and update the Access Token in Odoo with it.

How to go live

  1. In the Meta Developer Console, switch the app’s status from Development to Live.
  2. Add a Privacy Policy URL under App Settings > Basic and save. A privacy policy is required before the app can go live.

How to create and use WhatsApp templates

In Odoo, go to WhatsApp > Templates > New and configure the message body, any variables such as a customer name or order number, and optional buttons. Every template must be submitted and approved by Meta before it can be used, then it syncs back into Odoo.

Frequently asked questions

Why does Odoo say Test Connection fails after entering my Meta details?

Double-check the Phone Number ID, Access Token, App ID and WhatsApp Business Account ID are copied exactly from Meta; a temporary access token also expires and needs replacing with a permanent one.

Do WhatsApp templates need approval before use?

Yes, every template must go through Meta’s approval process before it can be sent to customers.

Need help?

Need help connecting WhatsApp to your Odoo database? Contact support@thoughtlogik.com or see our Odoo implementation services.

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