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Authorization Process With WhatsApp

To integrate with WhatsApp follow, the below steps.

Process of Authorization and Integration

  1. Search & Select WhatsApp from the actions pages
  1. Integration Name: Set the proper integration name. Default it’s taken WhatsApp

Create a Business app

  1. You’ll need to create a Business app from Facebook Developer Console to access Facebook services, including WhatsApp.
  1. Then you have to select the App type Business And click Next to proceed. Also you have to provide basic information to create an App.
  • Display name: Please provide the proper App name of your preference.
  • App contact email: By default it will take your login email address. This email is used to communicate with you about potential policy violations and recover an app if it has been deleted.
  • Business Account: If you have a Business account, then you can select or leave it blank.
  1. After completing these steps you have to add product which is WhatsApp in your app. To Add WhatsApp Click on SetUp button.

Add a phone number

To start sending messages to any WhatsApp number, add a phone number.

Please follow the below steps to set up a phone number

  1. On your Meta Business app, in the left menu, click WhatsApp > Getting Started.
  2. Next to Step 5: Add a phone number, click Add phone number.
  3. Fill in your business information. Then click Next.
  1. Enter a phone number to use with WhatsApp. You will need to register a number that’s not already associated with a WhatsApp account. If you want to use a number that’s already associated with a WhatsApp account, Learn how to use a number that’s already on WhatsApp.
  2. Click Next to verify your number via text or phone call. It will take few minutes to verify the number.

Phone number ID, WhatsApp Business Account ID & Access Token

  1. Phone number ID & WhatsApp Business Account ID: On your Meta Business app, in the left menu, click WhatsApp > Getting Started. Now copy the Phone number ID & WhatsApp Business Account ID and paste it into integration setting.
  1. Access Token: To get Access Token open your App that you have just created on your Facebook Developer Console. But this is a Temporary Access Token; it will be expired every 24 hours and if the Access Token will expire then the integration will not work. So please follow the steps below to create a Permanent Access Token.

Create Permanent Access Token

Please follow the steps below to create a Permanent Access Token.

  1. Access Token: To get Permanent Access Token open your App that you have just created on your Facebook Developer Console. And click on mark area.

Note: The mark area name will be different for you.

  1. Then Navigate to System Users under Users and click on Add button. Then click I Accept and then Done
  1. System Username & Role: Please give the proper Username of your preference. And User Role must be given to Admin. Then click on Create System User. Then click I Accept and then Done
  1. After successfully Creating System User then click Add Asset and Navigate to Apps and check the App you created for WhatsApp integration and allow Full control. Click the “Save Changes” button to save the process.
  1. Finally, Click on the Generate New Token button to generate a permanent Access Token. Now select App from drop-down option. And give the permission from Available permissions whatsapp_business_messaging, whatsapp_business_management. Then click generate Token button.
  1. After Completing these step A Permanent Access Token will be generated, you have to copy the token[Can save for future integration] and paste it into integration setting. And click on Authorize button.

Integration Settings

Message Type: Now select the Message Type from drop-down option which is Template.

Template: You need to create message templates inside the cloud API platform. The message templates are predefined message structures that you need to create and get them approved from Facebook, and after that, you can use these templates to send messages. Just copy the template name paste it into Template option in integrations setting.

  1. Field Mapping: Map the form/task field with WhatsApp Phone field. Form / Task must be phone field.
  1. Now save the integration by clicking the Finish & Save Button
  1. Bit Integrations has an option in every integration Timeline where you can check integration success or error status.
  1. Also, you can Edit Clone Delete the integration.
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