Welcome to our guide on setting up WhatsApp in HireData. Follow along to learn how to create a System user in your Meta Business Suite account and connect your WhatsApp to HireData via the System user sign-in.
In the event you’re logged in to multiple meta business accounts, the URLs in this tutorial may redirect to the wrong business account, as meta uses identifiers in the URLs to resolve which business account’s settings to show.
1. Create a system user
1. Create a system user
1.1. Log in to your Meta Business Suite account
1.2. Head to system users in the settings
1.3. Create a new system user
Click the add button on the top right and give your system user the "Admin" role.
If an admin user already exists, use that account
It is possible to use an employee role also but it will limit the business management abilities
2. Assigning WhatsApp to the system user
2. Assigning WhatsApp to the system user
Most assets can be assigned/managed directly when editing a system user, however, WhatsApp accounts are an exception to this.
2.1. Go to your WhatsApp accounts
2.2. Assign your WhatsApp account to your system user
Click on the WhatsApp account you want to assign to your system user
Click the assign people button to open the assign dialogue
Search for and select your system user
Scroll down and give the user full control, which allows HireData to manage everything related to this WhatsApp business account once connected.
Click the assign button to assign the user
Go to the people tab and verify the system user is assigned to the WhatsApp account
3. Create an app
3. Create an app
⚠️ If you’ve not made an app or used Facebook for developers before, you may be prompted to sign up for it before being able to create an app.
3.1. Follow the app creation flow
3.2. Add the WhatsApp product to the app
Further configuration is not needed, but to indicate you will use WhatsApp with this app, selecting the WhatsApp product is necessary.
3.3. Go back to the meta business suite and head to apps
3.4. Assign the system user to the app
Click on the app
Click on assign people
Select the system user
Give the system user full control
Click Assign
4. Generate a system user token
4. Generate a system user token
4.1. Return to the system user page
4.2. Generate the token
Select the system user
Verify it’s connected to the WhatsApp account
Click the [Generate token] button
Select the app
Set the token to never expire
If the token is set to expire, you will have to reconnect your WhatsApp account with HireData every time it expires.
Select the WhatsApp business management and business messaging permissions
Generate the token and copy the token once it’s generated
5. Connect with HireData
5. Connect with HireData
5.1. Go to the WhatsApp app page in HireData
5.2. Click the [+ New Connection] Button
You can also click the [Connect to WhatsApp] button; both open the same window for convenience.
5.3. Click on System User
Fill in your business id, this can be found in any url of the meta business suite of your business with the
business_id=<business_id>parameterEnter your access token
Click the [Connect] button
5.4. Wait for the sync to complete
Once the sync is complete, you can start using WhatsApp within HireData.
Now that you know all of the steps, visit our WhatsApp sign-up page to get started on setting up your WhatsApp connection or try it via the embedded sign-up.