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WhatsApp Integration
In today’s digital age, seamless communication is paramount for businesses to thrive. Integrating personal WhatsApp accounts with Output Books presents an efficient solution for enhancing customer engagement and streamlining transactional processes. This guide will walk you through the simple steps required to link your personal WhatsApp account with Output Books.
Steps to link WhatsApp Account with Output Books
1. Install WhatsApp Tool
To initiate the WhatsApp integration process, install the OutputBooksNotifier tool on your local system.
- Download the application from our official Output Books website.
- Extract and install the OutputBooksNotifier application.
- Follow the prompts in installation wizard.
- After installation is complete, find OutputBooksNotifier file and Run as Administrator.
- Ensure the application runs smoothly. Look for the message “Https initiated at 8226“.
- Once installed and running, you have successfully completed the installation of OutputBooksNotifier in your local system.
2. Access Settings
Once the tool is installed, open Output Books.
- Go to Settings > Company Settings.
- Find Whatsapp settings at the bottom
- Enable the In-Built option to activate WhatsApp integration within Output Books.
3. Connect your WhatsApp Account
- Click on the Current Device Settings option in the top menu.
- In the pop-up window, establish a connection with your personal WhatsApp account by clicking on the Connect button.
- This step is crucial for linking your WhatsApp account to the Output Books application. Upon clicking “Connect,” ensure that the OutputBooksNotifier displays the message “New Client Connected.”
- If Connect not works, follow these steps
4. Scan QR Code
- After connecting your personal WhatsApp account, you’ll be prompted to scan a QR code.
- Open WhatsApp on your mobile device.
- Navigate to Settings > WhatsApp Web.
- Scan the QR code displayed on your Output Books application to link the device.
5. Confirmation
Once scanned successfully, you will receive a confirmation message in Output Books indicating that your WhatsApp account is now connected successfully.
5. Setup Message Template
To customize the content and format of your WhatsApp messages, define message templates in Output Books.
- Go to Settings > Default Content in Output Books.
- Click Invoice
- Customize WhatsApp message content.
- Save changes.
6. Send WhatsApp
- Use the “Send WhatsApp” feature during transaction creation.
- Employ this functionality for seamless communication.
- Send transaction-related messages directly through WhatsApp.
Note: Make sure that the recipient’s phone number is linked to a WhatsApp account and that they have opted in to receive messages.
Troubleshooting
What to do if Connect doesn’t Work?
- Ensure the OutputBooks Notifier is installed and running.
- Click the kebab icon (three vertical dots) located near the connect button.
Cloud User & Hosting Domain with SSL Certificate
- Ensure the URL is set to wss://localhost:8226/.
- Then open a new tab and navigate to “https://localhost:8226/“. Click on Advanced and then click localhost (unsafe).
- Now try to Connect again
Offline User & Hosting Domain without SLL Certificate
- Ensure the URL should be ws://localhost:8225/.
- Now try to connect again.
Conclusion
Congratulations! You have successfully integrated WhatsApp into your Output Books system. This will enhance your communication capabilities by allowing you to send transaction-related messages seamlessly through the WhatsApp platform.
