Setting up integration with WhatsApp This article describes how to connect WhatsApp to the system. false W3sidGl0bGUiOiJDaGF0cyIsInVybCI6Ii91c2Vycy9jaGF0cy8ifSx7InRpdGxlIjoiQ29ubmVjdGluZyBtZXNzZW5nZXJzIGFuZCBjaGF0cyIsInVybCI6Ii91c2Vycy9jaGF0cy9jb25uZWN0aW9uLW9mLW1lc3NlbmdlcnMtYW5kLWNoYXRzLyJ9LHsidGl0bGUiOiJXaGF0c0FwcCIsInVybCI6Ii91c2Vycy9jaGF0cy9jb25uZWN0aW9uLW9mLW1lc3NlbmdlcnMtYW5kLWNoYXRzL3doYXRzLWFwcC8ifV0= Chats /users/chats/ ["users","Chats"] ["users","Chats","Connecting messengers and chats"] users

Setting up integration with WhatsApp

This article describes how to connect WhatsApp to the system.

Contents

  1. How to connect the WhatsApp QR module?
  2. What may cause messages not to enter the system?
  3. What is the difference between WhatsApp QR and WhatsApp Business?

How to connect the WhatsApp QR module?

To connect the module go to the marketplace of the system, find the “WhatsApp QR” module, click on it and click the “Connect” button in the window that opens.

Next, click on the “Add a new account” button. A QR code will be generated from the module side.

The code should be scanned using the WhatsApp application to connect the account with the messenger servers. To do this, go to Settings (3 dots in the upper right corner on Android) in the mobile application, next go to “Linked devices” and then click on the “Link device” button. A camera will open with which you need to scan the generated code.

QR code for connecting a WhatsApp account

Connection completed.

You can rename the channel to distinguish conversations when using several WhatsApp connections. Click the pencil icon to change the name.

Uploading message history

Available message history starts uploading automatically after you add a number. You do not need to press a button for the first attempt. The history request starts about a minute after the number is added. Messages sent and received before the connection may appear in the system if the connection service makes them available to the module.

If the upload button in the connections table is available, you can use it to start the same upload manually.

A checkmark instead of the button means that an upload has been started. It appears before processing is complete and does not confirm that messages have been transferred successfully. The checkmark remains even if no messages are returned or an error occurs.

If the expected conversations have not appeared a few minutes after connecting, contact technical support. Support can check the result and arrange another upload attempt. Another attempt uses the same mechanism and does not extend the available history.

Note

The button label “Upload history for the last 24 hours” does not guarantee that all messages from that period will be transferred. The module has no date range selector or its own filter by message age: the available history depends on the connection service and WhatsApp synchronization. Messages older than 24 hours may be included, but there is no guaranteed way to transfer a week, month, year or the entire message archive from your phone.

The module requests up to 3,000 records per upload attempt and selects messages for the number being connected from those records. If several numbers are connected, part of the selection may belong to other numbers. This does not guarantee that 3,000 messages for the selected number will be transferred.

Restoring an existing connection (Reconnect), including scanning the QR code again, does not itself start this history upload. Removing a number from the module and adding it again starts another attempt, but does not guarantee transfer of the entire archive or all messages from the disconnected period. The module may reuse the previous CRM channel with conversations already stored there: seeing them again does not mean they have been transferred from the phone again. Repeated reconnections should not be used to retrieve progressively older messages.

Keep access to older conversations on your main phone and record important agreements in customer profiles when needed.

Several numbers can be linked to the system. You can do this using the “Add a new account” button.

If you need to delete an existing account click on the “Cross”.

What may cause messages not to enter the system?

The mobile phone acts as a server. At least once every 14 days you should keep the phone connected to the WhatsApp server, that is log into the WhatsApp mobile application with Internet turned on. Otherwise, active sessions will be closed and, accordingly, messages will not be received by the system. To restore the connection, you need to scan the QR code again in the module settings.

If scanning the QR code again does not restore the channel, check the notification and next steps in WhatsApp module error notifications.

Find more about working with chat in the corresponding article.

What is the difference between WhatsApp QR and WhatsApp Business?

WhatsApp QR is a connection that establishes a connection with a mobile phone on the principle of the desktop version of WhatsApp Web using a generated QR code.

You can initiate a conversation with a customer using triggers.

The advantages include:

  • Easy connection
  • Relevant for companies that cannot be verified on Facebook due to the type of activity.

The disadvantages include:

  • No personalized template messages;
  • Unstable connection which directly depends on the mobile phone.

WhatsApp Business - the official connection of your company to WhatsApp.

The advantages include:

  • Personalized template messages that can be massively sent using triggers;
  • Initiation of dialog with a customer;
  • Stable connection without breaks.

The disadvantages include:

  • Complicated and lengthy company verification procedure.

The integrations also use different pricing models. With WhatsApp QR, you only pay for the numbers connected to the module. With WhatsApp Business, template messages are charged in addition to connected numbers. From October 1, 2026, delivered Service/Support messages are also charged after the free monthly allowance has been used. Each number includes 1,000 free delivered Service/Support messages per month. In Simla, chargeable messages use Meta’s official rates with a 10% markup. Read more in the WhatsApp Business API pricing article.

Thank you for your feedback.
Was this article helpful?
No
  • The recommendations did not help
  • There is no answer to my question
  • The text is difficult to understand
  • I do not like the described functionality
Yes
Next article
WhatsApp integration features
Functional characteristics are presented in the form of a table.