Setting Up WhatsApp for OrderEazi

Before configuring WhatsApp in OrderEazi, you need to have a Meta Business Account (MBA) set up and ready. Follow the steps below to connect your Meta Business account and retrieve the necessary details for the OrderEazi integration.

To ensure a long-term integration with OrderEazi, you'll need to generate a System User Access Token and retrieve your WhatsApp Business Account ID. Follow these steps to complete the process:

Create a System User

1. Log into Meta Business Suite Go to Meta Business Suite and sign in to your account.

2. Navigate to Business Settings

   • Click the Settings (gear icon) in the top-left dropdown menu next to your business account.

   • Go to Users > System Users.

3. Add a New System User

   • Click Add and create either an admin or employee system user, depending on your needs.

Generate a System User Access Token

1. Select the System User You Created

   • After creating the system user, go back to Business Settings > System Users, and select the user from the list.

2. Generate the Token

   • Click Generate New Token and select the appropriate app that will use the token.

   • Choose the necessary permissions for the WhatsApp Graph API, ensuring it covers sending messages, managing templates, and other necessary functionalities.

3. Copy Your API Token

   • Once generated, copy the API token and store it in a secure location. You will need this token for authenticating with WhatsApp and integrating with OrderEazi.

Retrieve Your WhatsApp Business Account ID

1. Find the From Dropdown in Meta Dashboard

   • In the Meta Developer Dashboard, locate the From dropdown when setting up WhatsApp.

2. Select Your Business Phone Number

   • Choose the business number from the dropdown that customers will see as the sender in WhatsApp messages.

3. Copy the WhatsApp Business Account ID

   • Below the dropdown, you'll find a label called WhatsApp Business Account ID: 429769476876807 (example).

   • Copy this ID and store it in the same secure location as your API token. You will need it later to configure the integration with OrderEazi.

If you need any assistance with setting up or retrieving the necessary WhatsApp details, feel free to contact OrderEazi Support — we’re more than happy to help!

Once you have your API Token and WhatsApp Business Account ID, follow the steps below to configure WhatsApp messaging in OrderEazi:

1. Login to OrderEazi

   • Sign in to your OrderEazi account with your credentials.

2. Navigate to Organization Setup

   • Go to Settings in the top navigation menu.

   • Select Organization Setup.

3. Find the Messaging Tab

   • In the Organization Setup section, locate the tab called Messaging.

   • Click on it to proceed.

4. Guided Tour for Configuration

   • OrderEazi offers a guided tour to help you through the configuration process.

   • When you open the Messaging tab, the tour will guide you step by step on where to paste your API Token and WhatsApp Business Account ID.

   • The tour will also provide instructions on how to test your WhatsApp setup if needed.

5. Enter the API Token and WhatsApp Business Account ID

   • During the tour, you'll see fields for API Token and WhatsApp Business Account ID.

   • Paste the values you retrieved earlier into the appropriate fields.

6. Save the Configuration

   • Once you have entered the details, click Save to complete the setup.

After saving, your OrderEazi account will be connected to your WhatsApp Business Account, and you'll be ready to use WhatsApp for seamless customer communication. The guided tour will also show you how to test your setup to ensure everything works smoothly.