How to Integrate WhatsApp Business in SwilERP

Collect API key from AiSensy

Login Window

1. Navigate to Manage, then select Template Message.
2. Here, you need to create a template message and configure some parameters.
3. This template will also be used for sharing messages with your customers.

Template messages window

1. Navigate to the Campaign section and create a campaign.
2. Here, you can also set parameters and personalize your message.

Campaign Window

Template Preview

Note: After creating template and campaign, you will receive an API key, which you need to add to SwilERP for integration.

How to Integrate it with SwilERP

Step 1: WhatsApp Settings

1. Go to SwilERP> Tools> Send WhatsApp.
   

SwilERP Dashboard Window

1. Click on the WhatsApp Settings option.
2. In the URL column, enter the URL provided along with the API key from AiSensy. (This is the same API key mentioned earlier.)
3. In the Message column, you need to write "RequestData."
   
4. Enter the API Key you received from AiSensy in the Password column.
   
5. In the Attachment Path, input your SWIL Temp path.
   
6. Click on Save button.

WhatsApp Setting Window

1. Go to Tools> Schedule SMS/Email.

SwilERP Dashboard Window

1. Choose Schedule For as Transaction.
2. Set Schedule as WhatsApp.
3. Select the Transaction for which you wish to create a schedule.
4. In the Message box, first remove the default message, then add the following parameters:

1. Example:
   

2. {
       "apiKey": "<apikey>",
       "campaignName": "Invoice",
       "destination": "phone2",
       "userName": "SwilERP Enterprises Demo",
       "media": {
           "url": "<PDFLink>",
           "filename": "Invoice"
       },
       "source": "",
       "templateParams": [
           "1"
       ],
       "tags": [],
       "attributes": {}
   }

5. Save the window.

Note: Media link must be available in the AiSensy template for sharing messages.

Schedule Window