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WhatsApp Business

easySales
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How to connect WhatsApp Business in easySales

With the WhatsApp Business integration, you can automatically send notifications to customers (order confirmation, AWB, delivery status) directly on WhatsApp, instead of SMS or email. The connection process is done through Meta (the company that owns WhatsApp) and involves several steps, but once configured, it remains stable.

This guide takes you from zero to a fully functional integration in easySales.

Before you start, make sure you have:

  • An active personal Facebook account. Important: the personal account is used to create the technical app, even though everything will later be linked to your business.
  • A Meta Business Suite account (business.facebook.com). If you don’t have one, you can create it for free.
  • A phone number that is not already used in a regular WhatsApp application. If the number is registered on standard WhatsApp, uninstall the app or delete the account for that number before starting.
  • Admin access in your Meta business portfolio.

Important: The process includes steps that depend on each other and may take time. Number verification can take from a few minutes up to 5 business days. We recommend going through the steps one by one, without rushing.

Step 1. Create the WhatsApp Business account in Meta

  • Go to business.facebook.com and select your business portfolio.
  • In the bottom-left corner, click Settings.
  • Under Accounts, click WhatsApp accounts.
  • Click the blue + Add button.

 

In the window that opens, fill in:

  • WhatsApp Business display name: the name that will appear in conversations (usually your store name)
  • Category: choose the category that best fits your business (e.g., Retail, Professional Services)

Check the reCAPTCHA box and click Continue.

Tip: The display name must match your company or brand name. Do not use words like “test” or “demo,” as Meta may reject the account.

Step 2. Add and verify the phone number

After creating the WhatsApp account, you need to attach a phone number.

In the next window, choose one of the options:

  • Use a display name only (recommended at the beginning) – allows sending messages with a display name, without immediate number verification
  • Add a new number – add a new number that will be verified via SMS or phone call

Click Continue and follow the verification steps. You will receive a code via SMS or call on the entered number.

After verification, the WhatsApp account will appear in the list with full details.

Go to WhatsApp Manager → Phone numbers to check the number status. Initially, it will be Pending until Meta approves it.

Important: Save the WhatsApp account ID (shown under the account name, e.g., 2251851348890027).

This is the WABA ID required in easySales for the connection.

 

Step 3. Create the app in Meta Developer

Meta requires a separate technical app to link your WhatsApp account to easySales.

This is done in a different section of the platform:
https://developers.facebook.com/docs/development/register

In Meta Business Suite, open the All tools menu (the icon with 4 squares in the top-left corner).

Under the Manage section, click Apps.

On the page that opens, click Create app.

Under App details, enter a name (e.g., MyStore WhatsApp) and your contact email, then click Next.

Under Use cases, select Connect with customers through WhatsApp and click Next.

 

Go back to business.facebook.com and select your business portfolio (the one with full verification, marked “Business verification complete”).

1.Go to the Accounts → Apps menu and click Add.

2. Select Create app ID.

 

 

3.Select Connect with customers through WhatsApp.

  1. Click Next until the end, then select Create app.

Step 4. Generate the access token

  1. In the app dashboard from https://developers.facebook.com, select Customize the “Connect with customers through WhatsApp” use case.

2. In API Setup, click Generate access token. 

3. Confirm your password and copy the displayed token. Important: the token is shown only once. 

4. Save the token in a secure place (e.g., a password manager). If you lose it, you’ll need to generate a new one.

This is the Access Token required in easySales for the connection.

Step 5. Connect in easySales

In the easySales platform, go to Integrations → SMS Services and click Connect for WhatsApp.

Copy the Access Token obtained in Step 4 and the WABA ID from Step 2, then click Get details.

Verify the information and save the connection.

After saving, a new token will be generated.

Go to https://developers.facebook.com, then access Configuration, where you will fill in the following:

  • Step 6. Activate billing for real usage

  • With the test number, you can only send messages to a maximum of 5 pre-approved numbers. To send messages to all real customers:

  • In Meta Business Suite → Settings → Payment Settings → Add payment method, add a valid card.

  • WhatsApp Business charges per conversation initiated (not per individual message). Rates vary depending on the category (utility, marketing, authentication) and the destination country.

  • You can view the updated pricing here:
    https://developers.facebook.com/docs/whatsapp/pricing

  • Step 7. Configure pre-defined SMS messages (templates)

  • To set up pre-defined messages, go to the Clients & Notifications – Templates section in the platform.

  • In the top-right corner, click Create SMS template.

    Fill in the template by selecting the desired options, then save the information by clicking the Create button.

  • For example:

  • Hello ${customer.name}, today the AWB ${order.awb_id} has been issued for order ${order.id} placed on ${website.name}, valued at ${order.total_value}. You can track your parcel by entering the AWB number ${order.awb_id} here: https://tracking.dpd.ro/?shipmentNumber=&language=ro Thank you!

  • After adding the template, it must be approved by WhatsApp.

  • Click the Send to WhatsApp button.

  • Approval may take up to 3 days. Below, you will also be able to see the approval status of the template.

  • After the template is approved, you need to add the notification or define the required flows.

    Go to the platform in Clients & Notifications → Notifications and create the desired instance for one of the four options: AWB Created / New Order / Invoice Created / Order Cancelled.

  • Common issues

  • “Account restricted” or “your business doesn’t meet requirements”
    This means your business information looks fake or inconsistent. Fill in your business details (address, website, phone number) with real and plausible information, then try again.

     

  • I don’t receive the SMS verification code
    Try voice call verification instead of SMS. If it still doesn’t work, wait 15–30 minutes—this is a common Meta issue.

     

  • Token expires or doesn’t work
    You likely generated a temporary token (24h). Generate a System User token for permanent use.

     

  • “The number is already in use”
    The phone number is already linked to an active standard WhatsApp account. You must delete the WhatsApp account from that number (in the app → Settings → Account → Delete account) before using it for the Business API.

     

  • Webhook is not verifying
    Double-check that you copied the exact Callback URL and Verify Token from easySales, without extra spaces. The URL must start with https://.

     

  • After the first blocked account, new accounts get restricted automatically
    Meta links accounts based on email/IP. If the first account was blocked due to suspicious data, use a different email for the new account and ensure all information is fully real.

     

  • Need help?

  • If you get stuck at any step, open a ticket from your easySales account.

  • Send a screenshot of the page where you are blocked.

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