Connect with WhatsApp: Embedded sign-up

Set up WhatsApp in HireData by following the steps below. You’ll learn how to connect the two platforms via the embedded sign-up.

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Step 1: Select a connection method

You can either do this from your Inbox and then WhatsApp, or navigate to the Settings page, then Apps, and open WhatsApp. HireData presents two options to connect your WhatsApp account:

• Embedded Sign-Up: This option allows you to use the WhatsApp Embedded Sign-Up feature for easier setup.
• System User: To connect your WhatsApp account via this option, you will need the WhatsApp Business Account Id and the Access Token (API key).

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Step 2: Grant HireData access to WhatsApp Business

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2.1. Log in to Facebook

After you select a connection method, Facebook opens in a new tab. Log in to your Facebook account to continue.

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2.2. Grant permissions

Facebook then opens the permissions page, where you connect your WhatsApp Business account to HireData. To continue, agree to the WhatsApp Business Terms of Service and the Meta Terms of Service.

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Step 3: Fill in your business information

You will need to complete the business information fields, including:

• Business Portfolio: Select an existing portfolio or create a new one.
• Business Name: Type the name of your business.
• Business Website or Profile Page: If available, enter the URL of your company’s website or social media profile.
• Country: Select the country where your business is based.
• Address (optional): You can also add your business address if you want.

Once done, click Next to proceed.

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Step 4: Create or select your WhatsApp Business account

If you already have a WhatsApp Business account, select it at this stage. If you don’t, create a new one.

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4.1. Create a new WhatsApp Business account

Fill in the required fields, including:

• WhatsApp Business Account Name: Enter the name of your WhatsApp Business Account. It shouldn’t be longer than 255 characters.
• WhatsApp Business Display Name: Ensure the display name matches your business name and adheres to WhatsApp’s display name guidelines.
• Category: Select the business category that best describes your business.

Click Next to continue.

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Step 5: Add a phone number for WhatsApp

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5.1. Enter the phone number that will be linked to your WhatsApp Business account

• Phone Number: Select the correct country code and input your phone number.

If the phone number you want to use is already linked to WhatsApp, either purchase a new phone number or delete your WhatsApp account and try again. Deleting your WhatsApp account also deletes your chat history.

• Verification: Select how you want to verify the phone number: via a text message or a phone call.

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5.2. Verify your phone number by entering the 6-digit code you will receive

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Step 6: WhatsApp connected

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6.1. Review HireData’s access request

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6.2. Confirmation message

If you have set up everything correctly, you will see this message at the end, and you will be ready to use HireData with WhatsApp!

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6.3. Review the connection between WhatsApp and HireData

Navigate to Settings > Apps > WhatsApp and check whether the connection between HireData and WhatsApp is successful. Now that you know all of the steps, visit the WhatsApp sign-up page to get started on setting up your WhatsApp connection. If you experience any issues, you can also try connecting your account to HireData using a system user sign-in.