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WhatsApp Meta Cloud API Connector
The WhatsApp Meta Cloud API Connector brings WhatsApp Business messaging directly into your Odoo workflow using Meta's Cloud API. It provides a centralized setup for Meta API credentials, WhatsApp Business accounts, templates, webhooks, messaging, calling, and conversation management. Users can communicate with customers from Odoo, receive incoming WhatsApp messages in real time, send approved message templates, share documents such as invoices, and keep conversations connected with customer and business records.
Features
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Support
Service
Features
Meta Cloud API Configuration
Connect your Odoo environment with Meta by configuring the Meta App ID, App Secret, API version, access tokens, and webhook verification details. The connection can be tested directly from Odoo so administrators can quickly confirm whether the configured credentials are working correctly.
WhatsApp Business Account Management
Create and manage WhatsApp Business accounts using the connected Meta API profile. Store important account information such as Phone Number ID, WhatsApp Business Account ID, display phone number, verified name, quality rating, and connection status in one centralized configuration screen.
WhatsApp Templates and Messaging
Manage WhatsApp message templates and use approved templates when communicating with customers. Users can send template messages directly from Odoo and maintain a record of outgoing and incoming conversations without switching between different applications.
Real-Time Webhooks and Conversations
Configure WhatsApp webhooks to receive incoming messages and communication events automatically. Messages are synchronized into the WhatsApp inbox so users can continue conversations, monitor unread messages, and keep customer communication available inside Odoo.
Document and Invoice Sharing
Send documents and business files through WhatsApp conversations directly from Odoo. For example, customer invoices can be shared as PDF attachments, allowing customers to receive important documents without requiring a separate email workflow.
WhatsApp Calling Support
Configure WhatsApp calling capabilities together with the required call permissions and templates. The account setup provides dedicated controls for enabling calling, synchronizing calling configuration, and checking the connection status.
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1.) User Access and Meta Messaging Permissions
The user administration screen provides access to Meta Messaging permissions and related configuration rights. Administrators can assign the appropriate Meta Messaging access level so authorized users can work with WhatsApp features while maintaining controlled access to configuration areas.
2.) Meta App Basic Configuration
The Meta App configuration screen is used to maintain the core Meta application details required for the integration. App ID, App Secret, privacy and data-related URLs, category information, and application details can be configured before connecting the application with Odoo.
3.) Meta API Profile Configuration
The Meta API Profile form stores the Meta App credentials and access-token information used for API communication. Administrators can configure the API version, activate the profile, define the default API profile, and review webhook verification information from the same screen.
4.) Meta WhatsApp API Setup
Meta's WhatsApp API Setup page provides the access token and the WhatsApp Business information required for API communication. The phone number and WhatsApp Business Account ID are available here, making it easy to collect the required values for Odoo configuration and API testing.
5.) WhatsApp Access Token Configuration
The Meta API Profile in Odoo can store the generated WhatsApp System User Access Token securely. This token is used when Odoo communicates with the WhatsApp Cloud API for sending messages and handling WhatsApp services.
6.) Meta API Connection Test
The Test API action validates the configured Meta App credentials and WhatsApp access token. A successful validation changes the connection state to Connected, giving administrators confirmation that the integration is ready for use.
7.) WhatsApp Business Accounts
The WhatsApp Accounts menu provides a centralized list of connected WhatsApp Business accounts. Administrators can review account records and quickly access the configuration required for individual WhatsApp numbers and business communication.
8.) WhatsApp Business API Setup and Account Identification
The Meta API setup screen displays the phone number and WhatsApp Business Account ID associated with the configured WhatsApp number. These identifiers are important when connecting the correct WhatsApp Business account and verifying the API configuration.
9.) WhatsApp Meta Account Configuration
The WhatsApp Meta Account form connects a WhatsApp Business account with the selected Meta API profile. It includes the Phone Number ID, WhatsApp Business Account ID, account usage settings, and webhook configuration, providing a complete control panel for the account.
10.) WhatsApp Connection Test and Account Status
The Test Connection action retrieves the current WhatsApp Business information from Meta and verifies the account configuration. Once successful, Odoo displays details such as the display phone number, verified name, quality rating, and webhook readiness.
11.) WhatsApp Webhook URL
The WhatsApp Meta Account screen provides the webhook URL generated by the application. This URL is used to connect the Odoo WhatsApp account with Meta so incoming messages, delivery updates, and other WhatsApp events can be received automatically.
12.) Webhook Callback URL and Event Subscription
The Webhook configuration page provides the callback endpoint together with the available webhook events and subscription controls. Administrators can verify the endpoint and subscribe to the required events to enable reliable WhatsApp message and account event synchronization.
13.) Meta API Webhook Verification Token
The Meta API Profile includes a dedicated Webhook Verify Token used during Meta webhook configuration. Entering the same verification token in Meta helps establish a trusted connection between the Meta application and the Odoo webhook endpoint.
14.) Meta Webhook Configuration
The Meta developer configuration screen allows administrators to enter the Odoo callback URL and verification token. After saving the configuration, the required webhook fields can be subscribed so Meta can deliver WhatsApp events to the application.
15.) Sync WhatsApp Templates
The Sync Templates action retrieves the latest WhatsApp message templates from the connected Meta Business account and brings them into Odoo. This keeps your template list synchronized so users can work with the latest approved templates when sending WhatsApp messages.
16.) WhatsApp Message Templates
The Templates menu provides a complete list of WhatsApp message templates available in Odoo. Users can review template names, Meta template names, categories, language codes, approval status, sample status, and active status from a single list.
17.) WhatsApp Template Details
The template form contains the approved message information, including the Meta template name, category, language, header, body, footer, variables, call-permission settings, and activation state. This makes it possible to maintain message content in a structured format before using it for customer communication.
18.) Enable WhatsApp for Contact
The WhatsApp option on the contact form activates WhatsApp communication for the selected customer or contact. Once enabled, the configured phone number can be used for WhatsApp messaging directly from the contact record, making customer communication faster and easier to manage.
19.) Send WhatsApp Template from Inbox
The Send WhatsApp Template dialog allows users to select the configured WhatsApp account, customer, template, and optional attachment before sending a template message. This is especially useful when the normal 24-hour customer service window is closed and an approved template is required.
20.) WhatsApp Conversation Inbox
The WhatsApp inbox provides a dedicated workspace for customer conversations, including search, unread messages, favorites, groups, archived conversations, and active chats. Users can read incoming messages and reply directly from the conversation panel.
22.) Real-Time Incoming WhatsApp Messages
Incoming customer messages are added to the relevant conversation and displayed with their message time and unread indicator. This allows support and sales users to identify new conversations quickly and respond without manually refreshing external WhatsApp applications.
23.) WhatsApp on Customer Invoices
The WhatsApp action can be accessed directly from an invoice record, allowing users to communicate with the customer from the accounting workflow. Existing conversation history is available alongside the invoice, keeping financial communication and customer messaging connected.
24.) Send Invoice PDF Through WhatsApp
Invoices can be shared as PDF documents directly through the WhatsApp conversation. The customer receives the invoice attachment together with the related message, providing a fast and convenient way to deliver billing documents through WhatsApp.
25.) Incoming WhatsApp Call
The incoming call screen alerts the user when a WhatsApp call is received through the connected business account. Users can review the caller information and choose Accept to answer the call or Decline to reject it directly from the Odoo interface.
26.) Outgoing WhatsApp Call
The outgoing call screen provides the controls for an active WhatsApp call initiated from Odoo. Users can monitor the call status, mute the microphone when needed, and use the End button to finish the conversation.
User Guide
