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Coupling whatsapp with Odoo

Not so easy
26 septembre 2025 par
CTech Metrology, Luc Wens

Step 1. Prepare your WhatsApp account

  1. Make sure the phone number you want to use is dedicated for business (Meta strongly discourages mixing personal and business messaging).

  2. Backup your WhatsApp chat history if you want to keep it:

    • Open WhatsApp → Settings → Chats → Chat Backup.

  3. Uninstall WhatsApp Messenger (the normal app).

  4. Install WhatsApp Business App from the Play Store / App Store.

  5. Register using the same phone number → restore backup if needed.

Step 2. Set up a Meta Business Account

  1. Go to Meta Business Manager.

  2. Create or log into your Business Manager account.

  3. Verify your business information (name, VAT/BTW number, website, address).

  4. Add your phone number in Business Settings → WhatsApp Accounts.

    • You’ll receive a verification code via SMS or call.

    • This number will now be linked to WhatsApp Business API.

Step 3. Connect WhatsApp with Meta for Developers

  1. Go to Meta for Developers.

  2. Create an App (choose Business type).

  3. Under WhatsApp → Getting Started, select your Business Manager.

  4. Add your WhatsApp Business phone number to the app.

  5. Generate a Permanent Access Token (with whatsapp_business_messaging and whatsapp_business_management permissions).

Step 4. Configure WhatsApp in Odoo 18

  1. In Odoo, go to Settings → General Settings → Discuss (WhatsApp Integration).

    • (In some editions it’s under Settings → Integrations.)

  2. Enter:

    • Phone number ID (from Meta Business settings).

    • WhatsApp Business Account ID.

    • Permanent Access Token.

  3. Test connection → Odoo should confirm credentials are valid.

Step 5. Use WhatsApp in Odoo

  • From Contacts, CRM, Sales, Helpdesk, etc., you can now:

    • Send messages directly via WhatsApp.

    • Receive customer replies inside Odoo.

    • Automate notifications (orders, invoices, tickets, etc.).

✅ Summary:

  • Convert personal → Business app.

  • Set up Meta Business Manager + verify number.

  • Create app in Meta for Developers → get permanent access token.

  • Configure in Odoo 18 with account ID, phone ID, token.

  • Done: Odoo can send/receive WhatsApp messages via the Business API.

Do you want me to also make you a ready-to-use checklist (PDF/Word) that you can follow step by step while setting this up in Odoo?

# Odoo
Kriso - PTI