Odoo WhatsApp Integration (Base) | Dashboard & Analytics | Templates | Live Preview | Discuss, Flows, Login, POS | WhatsApp Cloud API | Odoo V19 Community Edition
by TechUltra Solutions Private Limited http://www.techultrasolutions.com$ 19.00
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Odoo WhatsApp Integration
Stop splitting WhatsApp across a phone, email, and Odoo. This module puts Cloud API chat, Click-to-WhatsApp Ads, templates, Flows, login, POS, and analytics in one Odoo Community workspace.
WhatsApp the way your team already works in Odoo
Customers already message you on WhatsApp. This module connects Meta's official Cloud API so your team replies from Discuss, sends documents from Odoo, and measures what works — without abandoning the WhatsApp Business App you already use.
Every capability in this module, in one view — Click-to-WhatsApp Ads, Cloud API, coexistence, Discuss, chatter send, templates, Flows, login, POS, and the analytic dashboard.
Problems we solve
Enable ads on the provider, auto-create contacts and CRM leads, deduplicate existing partners, connect Ads Manager, sync campaigns, create paused WhatsApp ads from Odoo, and send purchase or lead events back to Meta with Conversions API. Full setup is in Configuration → Part F.
What you get in this module
Questions about fit, coexistence, or Meta setup? Scan the QR in the header or message us on WhatsApp.
WhatsApp Support Email support@techultra.inFeatures
What this module includes. Setup steps are on the Configuration tab.
Official WhatsApp Cloud API
Send and receive WhatsApp messages at scale using Meta's official WhatsApp Business Platform Cloud API — reliable webhooks, Graph API messaging, and production-ready delivery inside Odoo.
Click-to-WhatsApp Ads to CRM
Meta ad clicks open WhatsApp. Odoo captures the conversation, creates the contact and CRM lead, stores the click ID, and can send Conversions API events back to Meta. Ads Manager connect, campaign sync, and paused ads are on Configuration.
Analytic Dashboard
See sent, delivered, and read trends, conversation funnel, template performance, API usage, and pricing from one WhatsApp dashboard — not a spreadsheet after month-end.
Keep the WhatsApp Business App
When the Cloud API number is linked to WhatsApp Business App, Coexistence Sync pulls contacts and chat history into Odoo Discuss so you do not start from an empty inbox.
Multi-Company and Multi-Provider
Run multiple companies, providers, and WhatsApp phone numbers from one Odoo database. Perfect for groups and multi-brand operations.
Two-Way Chat in Discuss
Customers message on WhatsApp; your team replies from Odoo Discuss. Channels show active or expired 24-hour windows so agents know how they can reply.
WhatsApp Composer from Chatter
From a contact, invoice, sales order, purchase order, stock picking, or other business record, click Send WhatsApp in the side chatter. The composer opens with template, variables, attachments, and live preview.
Flexible Message Templates
Build simple or dynamic templates with attachments, languages, categories, and field variables mapped to Odoo models.
Create and Sync Templates with Meta
Create, update, delete, and import templates from Odoo. Refresh approval status and keep Meta and Odoo in sync.
Live Template Preview
See exactly how a template will look on WhatsApp while you edit — header, body, buttons, variables, and carousel cards — before you submit.
WhatsApp Flows
Design multi-screen Flows for lead capture, surveys, bookings, and guided journeys. Build and send Flows from Odoo.
WhatsApp Login and OTP
Authenticate users with WhatsApp OTP and strengthen access with WhatsApp-based login and two-factor options (Community).
Send POS Receipts on WhatsApp
From the Point of Sale receipt screen, send the receipt to the customer on WhatsApp in one click (when POS is installed).
Templates Beside Every Conversation
Open approved templates from Discuss, fill variables, preview live, and send — including when the 24-hour window is closed.
Interactive Lists, Buttons and Carousel
Guide customers with interactive lists, product lists, reply buttons, and carousel messages inside WhatsApp.
Complete Message History
Search and review every inbound and outbound WhatsApp message linked to partners, channels, and documents.
Share Images, PDFs, Video and Docs
Send media and documents in multiple formats from conversations and templates — images, videos, PDFs, and more.
Clear Delivery Error Handling
Understand failed messages quickly — API errors, invalid parameters, and the 24-hour customer care window rules.
Login with WhatsApp OTP
On the Odoo Community login page, users tap Login/Signup with WhatsApp, enter their number, and sign in with the OTP they receive on WhatsApp — no mailbox required.
Signup with WhatsApp OTP
New users can create an Odoo account with email, name, WhatsApp number, and password — verified by a WhatsApp OTP so registration does not depend on a mailbox.
Two-Factor Authentication with WhatsApp
After password login, Odoo can send a WhatsApp OTP as the second factor. Enable 2FA per user from Preferences and complete the challenge on the next sign-in.
Reset Password with WhatsApp
Users who forget their password can request a reset code on WhatsApp, enter the OTP, and set a new password without email.
Delivery Ticks in Discuss
WhatsApp-style ticks in Discuss show sent, delivered, and read status so agents know whether the customer saw the message.
Linked WhatsApp Account and Window Timer
The Discuss header shows the linked WhatsApp Business number and remaining time in Meta's 24-hour customer care window.
Add Operators to a WhatsApp Channel
Use the Agents tab to add Odoo users to a WhatsApp conversation so more than one operator can handle the same customer.
WhatsApp from Record Chatter
On a CRM lead or any chatter-enabled record, click Send WhatsApp in the side chatter (next to Send message and Log note).
Send Invoice, Sale, Purchase & Stock Picking from Chatter
Send quotations, invoices, purchase orders, and delivery / stock picking documents on WhatsApp from the record side chatter — including the PDF receipt or report attached to the message.
Customer Chat Details in Discuss
The right-side client panel shows partner details while you chat, so agents can review and edit the contact without switching screens.
Flow Template with Live Preview
Link a WhatsApp template to a Flow, set header, body variables, and CTA buttons, then preview and launch Flow Builder from the template form.
Flow Field Mapping to Odoo
Map Flow answers to Odoo models (lead, ticket, partner, and more) and set the provider and Meta endpoint used to publish the Flow.
POS WhatsApp Composer
After Send by WhatsApp on a POS receipt, the composer lets you choose a template and confirm the message before it goes to the customer.
Customer Receives the POS Receipt
The customer gets the WhatsApp message with the order receipt attached and can reply on WhatsApp.
Configuration Guide
Connect Odoo with Meta WhatsApp Cloud API step by step. Finish Meta Developer setup first, then configure the provider in Odoo. After that you can send templates, chat, and track messages.
2. A WhatsApp Business Account (WABA) and a verified business phone number.
3. Your Odoo instance URL (for webhook callback).
4. Admin access in Odoo to install the module and create providers.
Install the Module
Go to Apps, search for this WhatsApp Integration module, then click Install / Activate. After installation, use the WhatsApp menu for providers, templates, history, Flows, and the dashboard.
1. Create a Meta Developers Account
Sign in at Meta for Developers. This account owns the WhatsApp Cloud API app used by Odoo.
2. Create and Register Your App
Click Create App for WhatsApp, or reuse an existing Cloud API app.
3. Finish App Creation
4. Open Credentials
5. Add WhatsApp Use Case and Customize
Open Use cases, find Connect with customers through WhatsApp, then click Customize.
6. Collect Credentials
Copy Temporary Access Token, Phone Number ID, and WhatsApp Business Account ID.
7. Generate a Permanent Access Token
8. Create a WhatsApp Provider
Go to WhatsApp Message → Configuration → Provider. Enter Graph API URL, Phone Number ID, WABA ID, and Access Token.
9. Configure Webhook
Copy the Webhook URL and Verify Token from the provider in Odoo. In the Meta app, open WhatsApp → Configuration, paste them into Callback URL and Verify token, then click Verify and save.
10. Sync Templates from Meta
On the provider form, open Credentials and click Get Templates under Sync & data to import approved WhatsApp templates from Meta into Odoo.
11. Create / Add a Template to Meta
Open WA Templates, configure header, body, buttons, and variables, use the live preview, then click Add WhatsApp Template to submit to Meta.
12. Send with WhatsApp Composer
Open the WhatsApp composer from a contact or business document to select a template, preview content, and send.
After the provider is connected, open the WhatsApp Analytic Dashboard to confirm messages are flowing. This is the screen your manager will use every day — place it in the go-live checklist, not at the end of the manual.
13. Open the Dashboard
From the WhatsApp menu open Analytic Dashboard. Review message analytics, conversation funnel, template performance, API usage, and pricing. Sync from Meta if the widgets are empty.
Use coexistence when the same business number is linked to WhatsApp Business App and Cloud API. TechUltra onboards this way so you do not lose phone-app contacts or history.
14. Enable Coexistence Sync on the Provider
Open the WhatsApp provider form, go to the Coexistence Sync tab, then run Contact Synchronization and Chat Synchronization. Odoo stores the Meta payload and a cron imports chat history into Discuss.
This is the ads pipeline, not the CRM composer. A Facebook or Instagram Click-to-WhatsApp ad opens a chat. Odoo creates the contact and CRM lead, keeps the click ID, can send Conversions API events back to Meta, and can connect Ads Manager so campaigns live next to the conversation.
15.1 Enable Click-to-WhatsApp Ads
Open the WhatsApp provider and go to the Click-to-WhatsApp Ads page. Turn on ads for that number. Nothing is created until a customer messages from an ad.
15.2 Lead and contact creation rules
Choose whether Odoo auto-creates a contact, a CRM lead, or both. Set the sales team and salesperson used for new ad leads.
15.3 Deduplicate incoming conversations
When the WhatsApp number already exists on a partner, Odoo reuses that record instead of creating a duplicate lead. Keep this on in live databases.
15.4 Meta Conversions API (CAPI)
Turn on Conversions API to send Lead or Purchase events back to Meta with the original click ID. That is how Ads Manager can optimize for conversations that became pipeline in Odoo.
15.5 Allow the Odoo address in the Meta app
Open the Meta app that belongs to this WhatsApp number. Go to Facebook Login for Business → Settings. On the WhatsApp provider in Odoo, copy Valid OAuth Redirect URI. That address is your Odoo website plus /whatsapp/ctwa/ads/oauth.
Paste the full address into Valid OAuth Redirect URIs. Paste the same site, without the path, into Allowed Domains for the JavaScript SDK. Leave Client OAuth login, Web OAuth login, and Use Strict Mode for redirect URIs on, so Meta only returns to this address. Click Save Changes.
15.6 Connect Facebook Ads Manager
App ID and App Secret must already be saved on the provider Credentials page. Click Connect Ads with Facebook. Meta sends the browser back to the redirect you just saved, and Odoo stores the ads token. You can also paste a long-lived token and use Fetch from Meta. The provider then keeps the linked ad account used for campaign sync.
15.7 Sync campaigns and insights
Sync campaigns, ad sets, spend, and results into Odoo so sales can see which ad started the WhatsApp thread without leaving CRM.
15.8 Create a paused WhatsApp ad from Odoo
Open the create-ad wizard, pick the page, image, and WhatsApp greeting, and create the ad in a paused state. Publish or edit budget later in Ads Manager.
15.9 Open ad leads
On the provider, Ads Leads is the button at the top right. Use it to open the conversations that started from a Click-to-WhatsApp ad.
15.10 Review ads results in Odoo
Open WhatsApp Ads from the analytics menu. The message funnel is on the left. Campaigns on the right compare Meta spend and purchase value with Odoo leads, won deals, and revenue. Click Sync from Meta to refresh.
On an invoice, sales order, purchase order, stock picking, CRM lead, or any chatter-enabled record, click Send WhatsApp in the side chatter (next to Send message and Log note). That opens the composer with templates, live preview, and optional PDF receipt / report attachment. You can hide the chatter WhatsApp actions per model under WhatsApp configuration.
16. Send WhatsApp from Chatter
Open a CRM lead or opportunity. In the right-side chatter, click Send WhatsApp, pick a template, preview, and send. The thread stays on that record.
WhatsApp Discuss chat is included. After you connect a provider, open Discuss to manage WhatsApp conversations, operators, templates, conversation timers, and channel limits. No extra Discuss app install is required in this merged module.
13. WhatsApp Chat and Delivery Ticks
Go to Discuss and open a channel under WhatsApp Messages. Sent, delivered, and read ticks follow the WhatsApp convention (single tick, double tick, blue ticks).
14. Left / Right Chat Layout
Customer messages appear on one side and operator replies on the other, matching the WhatsApp conversation layout agents already know.
15. Chat with a Client / User
The right-side client tab shows the partner form so you can review and edit customer details while the conversation stays open.
16. Add Operators to a WhatsApp Channel
Use the Agents tab to add Odoo users to the WhatsApp channel so more than one operator can handle the same customer.
18. Message as Seen on WhatsApp
The customer receives the message, including attachments, on WhatsApp and can reply there. Replies land back in Discuss.
19. Send a Template with Live Preview
Open the Templates panel from the document icon in Discuss. Search approved templates, preview content and buttons, then click Send WhatsApp Template.
20. Linked Account and Active Conversation Timer
The channel header shows the linked WhatsApp Business account (provider name and phone number) and remaining time in the 24-hour window. Sidebar dots distinguish active chats from expired (template-only) chats.
21. Inactive / Closed Conversation Window
When the 24-hour customer service window is closed, the header shows Inactive window - templates only. Free-form replies are blocked; agents can still search, preview, and send approved templates. The window reopens when the customer messages again.
22. Channel Limit Settings
Go to Settings → WhatsApp configuration. Default WhatsApp Channel is how many chats load at first. Load WhatsApp Channel is how many more load with Load More. You can also hide Send Message / Send WhatsApp on selected chatter models.
WhatsApp Login / OTP is included for Odoo Community. Enable login, signup, 2FA, and password reset from Settings → WhatsApp, then configure Authentication templates. The steps below match the WhatsApp Login module guide.
23. Enable OTP in WhatsApp Settings
Choose the WhatsApp provider, OTP template, and reset-password template. Optional module toggles (Discuss, CRM, Sales, POS, and more) live on the same settings page.
24. Login with WhatsApp OTP
On the Odoo login page, click Login/Signup with WhatsApp, enter the WhatsApp number, submit the OTP received on WhatsApp, and complete sign-in.
25. OTP Authentication Template
Create or select an AUTHENTICATION WhatsApp template on the Contact model. Set OTP length and expiration, then add the template to Meta. Body example: verification code {{1}}.
26. Signup with WhatsApp OTP
New users open signup, enter email, name, WhatsApp number, and password, then verify with the WhatsApp OTP before the account is created.
27. Two-Factor Authentication (2FA) with WhatsApp
Enable 2FA from the user preferences. On the next login, Odoo asks for a WhatsApp OTP after the password. Walk through enabling 2FA, the challenge screen, and the OTP on WhatsApp.
28. Reset Password Using WhatsApp
From the login page, choose reset password with WhatsApp, enter the number, submit the OTP, and set a new password. Configure a separate Authentication template for password reset if you do not reuse the OTP template.
WhatsApp Flows is included. Build interactive multi-screen Flows from the WhatsApp menu, link them to templates, map fields to Odoo models, and publish to Meta. The steps below match the WhatsApp Flows module guide.
29. Flow Template Configuration
Configure WhatsApp templates linked to Flows — header, body variables, CTA buttons, and live preview. You can edit or launch Flow Builder from the template form.
30. Screen Design in Flow Builder
Design multi-screen interactive forms with text inputs, date pickers, dropdowns, radio buttons, and chips. Preview the generated JSON and publish to Meta.
31. Connection and Model Field Mapping
Connect Odoo models, map Flow fields to database fields, and configure the WhatsApp provider and Meta endpoint used for the Flow.
When Point of Sale is available on your database, send order receipts to customers on WhatsApp from the POS receipt screen. The steps below match the WhatsApp POS module guide.
32. Send by WhatsApp from POS
After validating a POS order, click Send by WhatsApp on the receipt screen to message the customer with the order receipt.
33. POS WhatsApp Composer
The WhatsApp composer opens so you can select a template, review the message, and send it to the customer.
34. Customer Receives the Message
The customer receives the WhatsApp message with attachments and can reply directly on WhatsApp.
Support & Onboarding
We do not hand you a zip and disappear. TechUltra onboards your live WhatsApp number, including coexistence with WhatsApp Business App when you already use that number.
Scan the QR or tap the button. Same channel your customers already use.
Open WhatsApp
Integration issues: 90 days free. Extra work is billed. Odoo × Meta account setup is $100. Extra templates $20 each.
support@techultra.in- You keep the current WhatsApp Business number and mobile app. Nothing is cut over blindly.
- We connect Meta Cloud API (Developer app, WABA, token, webhook) or walk you through the Configuration tab.
- We enable Coexistence Sync on the provider: contact sync, then chat history into Discuss.
- We verify templates, composer, Discuss ticks, and the Analytic Dashboard on the live number.
- Your team works in Odoo. The WhatsApp Business App can stay in parallel during the handover.
Monday–Friday, 10:00 AM – 7:00 PM IST.
$100 for Cloud API account configuration.
One database. No resale. Client purchases stay on one DB.
Release Notes
| Version | Details |
|---|---|
| Latest — 1.4 |
Complete WhatsApp suite for Odoo Community
|
| 1.3 | Analytic Dashboard, template preview, permanent token helpers, business details sync, demo templates. |
| 1.0 | Initial Cloud API release: providers, templates, history, and composer. |
Frequently Asked Questions
Related Products
Cloud API base app and complementary modules
Ready to connect WhatsApp to Odoo?
Odoo Gold Partner · Meta Business Partner
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 54694 |
| Technical Name |
tus_meta_whatsapp_base |
| License | OPL-1 |
| Website | http://www.techultrasolutions.com |
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