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Integration Guide

Setup overview for WhatsApp, ERP, and other connections.

Last updated: 01.04.2025

1. WhatsApp Business API Integration

WhatsApp Business API integration enables incoming WhatsApp messages from your customers to be automatically converted into orders.

Required Information

FieldDescription
Phone Number IDWhatsApp phone number identifier obtained from Meta Business Suite
Access TokenWhatsApp Cloud API access token
Webhook URLURL automatically generated by your system (displayed in the panel)

Step 1: Create a Meta Business Account

  1. Go to business.facebook.com.
  2. If you do not have a Meta Business account, create a new one.
  3. Complete business verification.

Step 2: Create a Meta Developer Account

  1. Go to developers.facebook.com.
  2. Click the "Get Started" button and create your developer account.
  3. Link it to your Meta Business account.

Step 3: Create a WhatsApp App

  1. In the Developer Dashboard, click the "Create App" button.
  2. Select "Business" as the app type.
  3. Enter the app name (e.g., "Convord Integration").
  4. Select your Meta Business account and create the app.

Step 4: Add the WhatsApp Product

  1. In your app's dashboard, go to the "Add Product" section.
  2. Find the "WhatsApp" product and click the "Set Up" button.
  3. Confirm the Meta Business account to be linked.

Step 5: Obtain the Phone Number ID

  1. From the left menu, go to WhatsApp → Configuration.
  2. Copy the "Phone Number ID" value.
  3. Paste this value into the "Phone Number ID" field in the Convord panel.
Note: This is not your phone number itself, but a numeric identifier assigned by Meta (e.g., 123456789012345).

Step 6: Obtain the Access Token

  1. From the left menu, go to WhatsApp → API Setup.
  2. Copy the token from the "Temporary Access Token" section.
  3. Paste this value into the "Access Token" field in the Convord panel.
Important: The temporary token is valid for 24 hours. For a permanent token:
1. Go to Business Settings → System Users.
2. Create a new system user.
3. Grant this user the whatsapp_business_messaging permission.
4. Generate a permanent token using the "Generate Token" button.

Step 7: Webhook Configuration

  1. From the left menu, go to WhatsApp → Configuration.
  2. In the "Webhook" section, click the "Edit" button.
  3. Enter the webhook URL from the Convord panel as the Callback URL:
    https://your-domain.com/webhook/whatsapp
  4. Enter the WHATSAPP_VERIFY_TOKEN value from your .env file as the Verify Token.
  5. Click the "Verify and Save" button.

Step 8: Subscribe to Webhook Fields

In the "Webhook Fields" section under webhook configuration, subscribe to the messages field (✓ checkmark).

Step 9: Test

  1. Send a test message to your WhatsApp number (e.g., "2 cases of cola, 1 crate of water").
  2. Check the Orders section in the Convord panel.
  3. If your message was automatically converted into an order, the integration is successful!

2. Billing / e-Invoice Integration

Enabling the Billing Feature

  1. On the Integrations page, enable the toggle in the Billing section.
  2. Select your invoice creation method:
    • System Invoice: Creates invoices using Convord's own PDF template.
    • Uyumsoft: Issues GİB-compliant e-Invoice and e-Archive invoices.

General Invoice Information

FieldDescription
Invoice CountryDetermines the tax format of the invoice (TR, DE, GB, US, etc.)
Tax OfficeName of the tax office your company is registered with
Tax ID / National ID10-digit tax identification number or 11-digit national ID number

Uyumsoft e-Invoice Setup

  1. Purchase e-Invoice/e-Archive service from uyumsoft.com.
  2. After your account is activated, obtain your API access credentials.
  3. Select "Uyumsoft" as the invoice creation method.
  4. Enter the Username and Password provided by Uyumsoft.
  5. Click the Save button.

3. Telegram Notifications

Telegram integration allows you to receive instant notifications about new orders and important events.

Required Information

FieldDescription
Bot TokenBot token obtained from Telegram BotFather
Chat IDChat identifier where notifications will be sent

Step 1: Create a Telegram Bot

  1. In Telegram, search for the @BotFather bot and start a conversation.
  2. Send the /newbot command.
  3. Give your bot a name (e.g., "Convord Notifications").
  4. Give your bot a username (e.g., convord_notify_bot).
  5. BotFather will provide you with a Bot Token. Copy this value.
Token format: 123456789:ABCdefGHIjklMNOpqrsTUVwxyz

Step 2: Enter the Bot Token

  1. Go to the Integrations page in the Convord panel.
  2. Paste the token into the "Bot Token" field in the Telegram section.

Step 3: Find Your Chat ID

For personal Chat ID:

  1. In Telegram, search for the @userinfobot or @RawDataBot bot.
  2. Send /start to the bot.
  3. Copy the Chat ID value from the returned message.

For group Chat ID:

  1. Add your bot to a Telegram group.
  2. Send a message in the group.
  3. Open the following URL in your browser:
    https://api.telegram.org/bot<BOT_TOKEN>/getUpdates
  4. Find the "chat":{"id":-100XXXXXXXXXX} value in the returned JSON.

Step 4: Enter Chat ID and Test

  1. Paste the Chat ID value into the "Chat ID" field in the Convord panel.
  2. Click the Save button.
  3. Create a new order and check whether a notification arrives via Telegram.

4. Troubleshooting

IssueSolution
WhatsApp messages not arrivingEnsure the webhook URL is correct and uses HTTPS
Invalid token errorCheck whether your access token has expired
Telegram notification not arrivingEnsure the bot has admin privileges in the relevant chat
e-Invoice errorVerify the accuracy of your Uyumsoft API credentials
Message not being processedCheck the message quota of your subscription plan

5. Security Recommendations

6. Support

If you need assistance with integration setup: