$ 73.37
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Live Chat (im_livechat) • Point of Sale (point_of_sale) • Project (project) • Sales (sale_management) • Website (website) • Calendar (calendar) • Discuss (mail) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 4316 |
| Technical Name |
pragmatic_odoo_whatsapp_integration |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 13.0 14.0 15.0 12.0 17.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Inventory (stock) • Invoicing (account) • Live Chat (im_livechat) • Point of Sale (point_of_sale) • Project (project) • Sales (sale_management) • Website (website) • Calendar (calendar) • Discuss (mail) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 4316 |
| Technical Name |
pragmatic_odoo_whatsapp_integration |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 13.0 14.0 15.0 12.0 17.0 16.0 |
Whatsapp All in One Connector
Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
support@pragtech.co.in pragtech
We support for English / French / Spanish at an additional cost
| Supported Odoo versions & platforms | |
| Odoo.sh |  |
| Self Hosted | |
| Enterprise | |
| Community | |
| Odoo Online |  |
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in
Overview
Whatsapp is an immensely popular chatting app used by 1.5 Billion people worldwide. It has an easy interface and can be used powerfully with Odoo. Pragmatic has developed an Odoo app which allows users to use the Whatsapp Application to send messages via Odoo. We can send messages from Contacts, Sales, Accounts invoice, Accounts Payments, Credit Notes, Delivery orders, Point of sale, Purchase orders, Project Task, CRM Lead, Payment Reminder, User signup page via the same application. Let us have a look at how this works inside Odoo.
Features
Robust, Reliable and Server based and it can handle large volumes of Messages
Permission to enable whatsapp messages on Sales orders, Purchase order, Accounts invoice/payments, Delivery orders
Send message Configuration
• Add order to get Signature: to whatsapp Messages
• Add to chatter
• product information in messages such as order amount.
• Add product details in message such as name and other details
In CRM, when a lead or opportunity is created then a message will be sent to the salesperson.
In Project Management when a task is created then a WhatsApp message will be sent to the assigned user.
If user sends a reply to task message as done then in odoo project task state is changed to done
Send a Payment reminder message to the customer.
Send messages to single or multiple Contacts within Odoo along with multiple attachments in different formats such as doc, pdf, image, audio, video
In the Point of sale Odoo app when an order is confirmed, send order details message to customer
Configuration
It is difficult to get a signup for WhatsApp for business directly and get access to the API as the signup process takes too long. Hence, it is better to sign up for third party whatsapp API services such as Chat API
You need to signup for a Chat Api account: using the URL https://app.chat-api.com/login and click on Create an account
After Account Creation You need to click on the Business API → Buy Access / Create a new Business API project
OR
After completing payment and mobile number verification, you will get a new Business API instance, endpoint, token, and phone number displayed on the instance.
In odoo go to Settings → General Settings → Whatsapp Integration and add details like endpoint and token copied from chat-api
Configuration of bidirectional messages (send & receive messages from whatsapp in Odoo):
In odoo activate developer mode Goto Technical → System Parameters → web.base.url → Copy Value
Chat API Configuration:-
In the webhook url you need to paste the value (copied from odoo web.base.url) after that add “/whatsapp/responce/message”
Note: For odoo version 15 , use ‘response’ instead of ‘responce’.
Webhook url : base url + /whatsapp/responce/message
Example
: https://staging.pragtech.co.in/whatsapp/responce/message
- Base url: https://staging.pragtech.co.in/
- Controller path : /whatsapp/responce/message
In the configuration of the chat API refer to the below example & enable all fields (Acknowledge(ACK), Notification of changes in chats, Notification of changes in status, Not send old messages after authorization, Turn on video uploading ) & click on save.
Preconditions to send a WhatsApp message to any contact:
1) Make sure you have only one database(in case multiple databases are there then bidirectional functionality will not work).
2) Check you have an https odoo url.
3) If the QR code is not scanned from odoo or chat api:
If the QR code is not scanned from odoo or chat api & send messages from Contacts, sale order, account invoice,account payment, credit notes,etc then you will get a user error message Please authorize your mobile number with chat api.
5) Need to add correct country in contacts: In the contact form, if a country is not added and only adds the mobile, a random country code will be added to the mobile and the message may not be sent
6) Not registered on WhatsApp number: If the mobile number is not registered on WhatsApp, you will get a user error. Please add valid whatsapp number for customer_name customer
7) If the mobile number is not registered on whatsapp:
8) If the mobile number is not registered on whatsapp then you will get a user error. Please add valid whatsapp number for customer_name customer
If the QR code is not scanned from odoo or chat api & send messages from Contacts, sale order, account invoice,account payment, credit notes,etc then you will get a user error message Please authorize your mobile number with chat api.
5) Need to add correct country in contacts: In the contact form, if a country is not added and only adds the mobile, a random country code will be added to the mobile and the message may not be sent
In recipients you didn't have any contact selected
Step 5: After Selecting Page ,then after just click on Done . You will be redirected to the confirmation page. click on the “OK” button to complete the authentication part.
5) If mobile is not added in contacts:
6) If the mobile number is not registered on whatsapp:
7) If the mobile number is not registered on whatsapp then you will get a user error. Please add valid whatsapp number for customer_name customer
3) Provides Access Control permission of WhatsApp messages to all apps.
To enable the send whatsapp message button from Sale order, account invoice, account payment, purchase order and delivery order you need to give respective access rights.
4) Add user signature to WhatsApp
Add signature to sale order,account invoice, account payment, credit notes, purchase order and delivery order, CRM, Project Task.
Go to Settings → User → Preferences
Here we can add user signature
5) Sales order:
You can Send a whatsapp message to a customer mobile number by clicking on send whatsapp message from sale order form view.
Configuration:
You can send a whatsapp message by configuring Add signature, Add order information, Add product details, Add message in chatter.
Goto Sales → Configuration → Settings
From user → Preference email signature is added in whatsapp message by enabling add signature. You can enable Add signature.
Goto sale order click on Send whatsapp message button it will open wizard. Signature is added in the message.
Here signature is added in whatsapp message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from sale order by adding signature with attachment.
Add to chatter message: If the add to chatter message is enabled then the WhatsApp message will add into chatter with proper formatting & attachment.
Message In whatsapp application(screenshot) from sale order by adding signature with attachment.
b) Order product details in message
If order product details are enabled then the product name, unit price, quantity and subtotal is added in the whatsapp message.
Product Order details added to message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from sale order by adding order product details.
c) Add order information in the message:
If the Add order information is enabled then the order number, order total amount, and customer credit amount is added to the whatsapp message.
a) Add to chatter message:
If the add to chatter message is enabled then the WhatsApp message will add into chatter with proper formatting & attachment.
Go to sale order form view click on Send Whatsapp message button. Order information is added to message
Click on send. Message is sent to the customer's mobile.
Message in whatsapp application(screenshot) from sale order by adding order information with attachment.
7) Accounts Invoice:
You can send Invoice details to a customer mobile number by clicking on send whatsapp message from account invoice form view.
Configuration:
You can send a whatsapp message by configuring Add signature, Add order information, Add product details, Add message in chatter.
Goto Invoicing → Configuration → Settings
a) Add Signature:
From user → Preference email signature is added in whatsapp message by enabling add signature.
You can enable Add signature. Signature is added in a whatsapp message.
Goto account invoice click on Send whatsapp message button it will open wizard. Signature is added in the message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from account invoice by adding signature with attachment.
b) Add to chatter message:
If the add to chatter message is enabled then the message is sent to chatter with formatting & attachment.
Whatsapp message sent successfully and will be tracked in message chatter with attachment
c) Add Order product details to message:
If order product details are enabled then the product name, unit price and quantity are added in the whatsapp message.
Order product details added in message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from account invoice by adding order product details.
d) Add Order information in the message:
If the Add order information is enabled then the invoice number, invoice total amount, and customer credit amount is added to the whatsapp message.
Order information will be added to the message.
Click on send. Message is sent to the customer's mobile.
Message in whatsapp application(screenshot) from sale order by
adding orderinformation with attachment.
8) Account Payments:
Same as account invoice functionality we have used for account payments.
We can send messages from account payment by configuring add signature, add order information in message, add product order details in message & add message in chatter.
9) Credit Notes:
Same as account invoice functionality we have used for credit notes.
We can send messages from credit note by configuring add signature, add order information in message, add product order details in message & add message in chatter.
10) Delivery order:
You can Send a whatsapp message to a customer's mobile number by clicking on send whatsapp message from the delivery order form view.
Configuration:
You can send a whatsapp message by configuring Add signature, Add order information, Add product details, Add message in chatter.
Goto Inventory → Configuration → Settings
a) Add Signature:
From user → Preference email signature is added in whatsapp message by enabling add signature.
You can enable Add signature. Signature is added in a whatsapp message.
Goto delivery order click on Send whatsapp message button it will open wizard. Signature is added in the message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from delivery order by adding signature with attachment.
b) Add to chatter message:
If the add to chatter message is enabled then the message is sent to chatter with formatting & attachment.
Whatsapp message sent successfully this will track in message chatter with attachment
c) Order product details in message
If order product details are enabled then the product name, unit price, quantity and subtotal is added in the whatsapp message.
Order product details added in message
Message In whatsapp application(screenshot) from delivery order by adding order product details.
d) Add order information in the message:
If the Add order information is enabled then the order number, order total amount is added to the whatsapp message.
Order information will be added in the message.
Click on send. Message is sent to the customer's mobile.
Message in whatsapp application(screenshot) from delivery order by adding order information with attachment.
11) Purchase order:
You can Send a whatsapp message to a customer's mobile number by clicking
on send whatsapp message from account invoice form view.
Configuration:
You can send a whatsapp message by configuring Add signature, Add order
information, Add product details, Add message in chatter.
Goto Purchase → Configuration → Settings
a) Add Signature:
From user → Preference email signature is added in whatsapp message by enabling add signature.
You can enable Add signature. Signature is added in a whatsapp message.
Goto purchase order , click on Send whatsapp message button it will open wizard. Signature is added in the message.
Click on send. Message is sent to the customer's mobile.
Message In whatsapp application(screenshot) from purchase order by adding signature with attachment.
b) Add to chatter message:
If the add to chatter message is enabled then the message is sent to chatter with formatting & attachment.
Whatsapp message sent successfully this will track in message chatter with attachment
c) Add Order product details to message:
If order product details are enabled then the product name, unit price and quantity are added in the whatsapp message.
Order product details added in message
Message In whatsapp application(screenshot) from purchase order by adding order product details.
d) Mark Add product information in the message:
If the Add order information is enabled then the order number, order total amount is added to the whatsapp message.
Order information will be added to message
Message in whatsapp application(screenshot) from purchase order by adding order information with attachment.
12) CRM
We send newly created lead information to the assigned salesperson.
To activate lead menu in CRM goto Settings → Users & Companies → Users → select login user → enable Show Lead menu
Configuration:
You can send a whatsapp message by configuring Add signature, Add message in chatter.
Goto CRM → Configuration → Settings
a) Add Signature:
From user → Preference email signature is added in whatsapp message by enabling add signature.
You can enable Add signature. Signature is added in a whatsapp message. Lead in odoo:s
Message In whatsapp application(screenshot) from crm lead by adding signature.
b) Add to chatter message:
If the add to chatter message is enabled then the message is sent to chatter.
A Whatsapp message sent successfully will track in message chatter.
13) Project Task:
We send newly created task information to the assigned salesperson.
Configuration:
You can send a whatsapp message by configuring Add signature, Add message in chatter.
Goto Project → Configuration → Settings
When we create a task, a whatsapp message will be sent to Assigned to user
a) Add Signature:
From user → Preference email signature is added in whatsapp message by enabling add signature.
You can enable Add signature. Signature is added in a whatsapp message.Signature will be added in message
If the add to chatter message is enabled then the message is sent to chatter.
Whatsapp message sent successfully this will track in message chatter
For task stage changes to Done:
Goto Project → Configuration → Stages → Create stage (Give name is Done or done).
When a task is created a message is sent to the assigned user’s whatsapp mobile number.
If the user replies to the same message as Done or done and when the background scheduler is run, that particular task stage changes to Done.
13) Point Of Sale:
When an order is created from a point of sale, order details are sent to the customer's mobile number in text format.
Create an order → click on Send Whatsapp Message
Message In whatsapp application(screenshot) from point of sale.
14) Schedulers:
Goto Technical → Scheduled Actions
By default all whatsapp schedulers are disabled
i) Whatsapp - Assigned task done:
Goto Project → Configuration → Stages → Create stage (Give name is Done or done).
If the user replies to the same message as Done or done and when the background scheduler is run, that particular task stage changes to Done.
ii) Whatsapp - Payment reminder send message
For payment reminders, if a customer overdue an invoice then a message will be
sent on customer mobile using the “Whatsapp - Payment reminder send message” scheduler.
15) User Signup Page:
From the website user signup page, if the user enters the mobile number & country then a Welcome message will be sent to corresponding mobile number
16) Bi-directional feature
Connector can send & receive messages from whatsapp in Odoo:
When we send a message from odoo, a message is added in the form view of the respective contact and in the master of the WhatsApp message as shown in the below screenshot.
i) Contact Form
Whatsapp sent & received messages are shown in the contact form view of the Whatsapp Messages.
Add separate section and description
ii) Bi-directional messages
Also has a separate Whatsapp Messages menu. All bidirectional messages will show in whatsapp messages
On Message Receive, a message will be added to the respective contact to view and master WhatsApp messages.
On WhatApp Message master Messages are grouped by the customer by default.
17) OdooBot:
Odoo is used by users.
Odoobot is part of the pre-approved SMEs Go Digital solutions specializing in Ecommerce Website Software
equipped with Enterprise Resource Planning modules. When operators are unavailable in Odoo & one of the
users sends messages to the operator then the message is sent to their mobile number.
Configuration:
Goto Live chat → create new channel
In the Channel Rules page select Auto popup, add URL Regex, Auto popup timer. Publish channel.
You can be an operator.
Send a whatsapp message from the website odoobot.
a) Login user:
From current login user
Goto Website in bottom right corner you will get a small window. Click on the
window & send message
Messages are sent to operators which you have added in livechat.
Message In whatsapp application(screenshot) from odoobot as a login user.
If the user replies to the same message.Message In whatsapp application(screenshot).
Message is received on the login user odoobot window.
b) Internal user:
Create an internal user. Login from internal user. Goto website → click on odoobot window & send message Send a whatsapp message from a website using an internal user. Messages are sent to operators' contacts which you have added in live chat.
Message in whatsapp application(screenshot) from odoobot as an internal user.
If the user replies to the same message it will display in the respective user's odoobot window.
Message In whatsapp application(screenshot).
Message is received on the internal user odoobot window.
c) Public user:
Goto signup page → Showing odoobot window on bottom right corner
Click on the odoobot window.
Send messages.
Messages are sent to operators.
If the operator replies to the same message. Message In whatsapp application(screenshot).
Message in odoobot.
Frequently Asked Questions
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Contact / Support
(Monday-Friday 10am to 7pm IST)
Pragmatic Techsoft Pvt. Ltd.
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
If you need any help or want more additional features, you may contact us through:
You can download the detailed PDF user manual directly from the following link:
https://raw.githubusercontent.com/sagarpise/documents/main/user_manual.pdf
On Ubuntu server need to execute following command
sudo pip3 install phonenumbers
You can refer following screenshots
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Duda
Hola el modulo en V16 se ve integrado con Meta y otros partners oficiales, sin embargo en versión 12 no se ve, si estas funcionalidades han sido agregadas, principalmente porque el proyecto de chat API ya finalizó, es muy importante la confirmación de esta información para proceder a la compra?
Re: Duda
Hello Pedro,
Apologies for the delay in response.
Thank you for your interest in Pragmatic.
Unfortunately, Facebook meta integration is not supported in version 12.
However, we can do development for that. Please connect us through support@pragtech.co.in
Thanks & Regards,
Pragmatic
Questions
What is the coste total?
Module have fi monthly payment?
It’s features multiagent?
Thank’s
Very vad customer service and module not working
We had a very bad experience with this module, after 6 months still not working and company does not help.
Re: Very vad customer service and module not working
Hello,
Thank you for choosing Pragmatic.
Apologies for the trouble, our team will be more than happy to assist you with the query, do let us know the issues that you are facing and our experts will get in touch with you for further assistance, you can email us on pragtech.co.in.
Thanks & Regards,
Pragmatic.
can app working with selenium ?
Re: can app working with selenium ?
Sorry this app does not work with selenium scripting.
8( thinking in buying from someone else
One of the step of Odoo showing a QR is not happening. I created a ticket 3 days ago but still does not have even a reply of "We received your ticket request... and we will take care in x days".
I need to solve this and move on.
Re: 8( thinking in buying from someone else
Hello
Apologies for the delay you may contact us at daim.sayed@pragtech.co.in for immediate resolution to your issues.
Extra Costs
Is there an extra cost for using whatsapp?
I am interested in this module but someone told me that there is a cost for the use of the whatsapp api
Question about v13 CE
Hi! This module looks very interesting and it seems to be what we're looking for. Couple of questions: 1)Will it work on Odoo v13 Community Edition? or only will work on Odoo. sh? 2) Do you have any idea on chat-api app messaging limits? 3) Can this integration be used in automated processes or can it only be used on button based actions?