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SMS and WhatsApp Configuration in Nama ERP ​

Nama ERP supports sending messages via SMS and WhatsApp to users, customers, suppliers, and other entities. To enable this feature, configure the appropriate settings from the Global Configuration screen.

SMS Provider: SMS Misr (smsmisr.com) ​

SMS Provider: Taqnyat (taqnyat.sa) ​

  • SMS Provider: Taqneyat
  • Sender: Visit portal.taqnyat.sa, go to Send SMS, and copy the sender name from the dropdown list.

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💡 Use Chrome's Inspect Tool to accurately copy the value.

Sender Field Screenshot

  • Password (Bearer Token): Go to Developers > Application, click the ➕ icon, provide a name, then click the ✔️ mark. Copy the resulting Bearer Token. Bearer Token Screenshot

SMS Provider: Vodafone Egypt ​

  • SMS Provider: Vodafone Egypt

  • User Name: Account ID

  • Password: API Password

  • Sender: Sender Name

  • Other Settings: Secret Key

  • Correction Query (to ensure correct phone format):

    sql
    select case when {to} like '2%' then {to} else concat('2',{to}) end

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✅ After saving the configuration, Nama ERP will be able to send notifications and messages via the selected provider. Make sure credentials and sender IDs are valid and verified with the provider.

WhatsApp Integration ​

WAAPI.app WhatsApp Integration ​

To enable sending messages via WhatsApp using the waapi.app platform, follow these steps:

Setup Steps ​

  1. Create an Account and Link WhatsApp
  • Create a new Instance on waapi.app
  • Log in to WhatsApp by scanning the QR code Scan QR Code from Phone

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⚠️ You **must** scan the QR code using the phone that has the active WhatsApp account.
  1. Get the API Token
  • Go to the API Tokens page
  • Enter a suitable name, then click "Create"
  • The Token will be displayed in a popup window — copy it and place it in the Password field in Nama settings Token Screen
  1. Get the Instance ID
  • Go to the Instances page
  • Copy the Instance ID
  • Place it in the Username or Other Settings field in the SMS settings in Nama Instance ID Screen

Nama ERP Settings ​

In the SMS settings screen:

  • Provider: waapi.app WhatsApp Integration
  • Username or Other Settings: Instance ID
  • Password: Token

WhatsApp Integration Using ultramsg.com ​

To send WhatsApp messages from Nama ERP using ultramsg.com, follow these steps:

  • Log in to the UltraMsg Dashboard.
  • Create a new Instance and link it to your WhatsApp account by scanning the QR code.

Step 2: Access the Instance Settings ​

Instance Management Screenshot

Step 3: Get the Instance ID and Token ​

  • You will find the Instance ID in the browser URL, for example: https://user.ultramsg.com/app/instances/instance.php?id=103251 In this example, the Instance ID is 103251.

  • From the API testing section, select Shell (cURL) to view a usage example.

cURL Selection Screenshot

  • Copy the Instance ID and Token from the displayed form.

Instance ID and Token Screenshot

Step 4: Configure in Nama ERP ​

  • Use the Instance ID as the Username or service identifier.
  • Use the Token as the Password for authentication.

WaPilot WhatsApp Integration ​

To enable sending WhatsApp messages from Nama ERP using wapilot.net, follow these steps:

Setup Steps ​

  1. Create an Account and Link WhatsApp

    • Create an account on app.wapilot.net
    • Create a new Instance and link it to your WhatsApp account by scanning the QR code

  2. Get the Instance ID

    • From the dashboard, go to the Instances list
    • Copy your Instance ID

  3. Get the API Token

    • From the account settings or API page, create or copy the API Token

Nama ERP Settings ​

In the WhatsApp message settings screen:

  • Provider: WaPilot
  • Username (Public ID): Instance ID
  • Password (Secret): API Token

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WaPilot can also be used as an SMS provider through the SMS settings screen, where messages are sent via WhatsApp instead of traditional SMS.

Sending WhatsApp from Employee Phones (Dynamic Sender) ​

This feature allows sending WhatsApp messages from employees' phones instead of a single fixed number. For example, when the system sends a message to a customer, the message can appear from the phone number of the sales representative responsible for that customer, allowing the representative to follow up on the conversation directly from their personal phone.

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This feature is available for all WhatsApp service providers supported in the system.

Setting Up Multiple Numbers in WhatsApp Settings ​

In the WhatsApp Message Settings screen, there is a Public IDs by Sender table that allows you to define multiple numbers (Instances) for the same settings:

FieldDescriptionRequired
Sender IDSender identifier (such as phone number or employee code)Yes
Public IDThe Instance identifier for this numberYes
SecretThe secret key — can be left empty to be read from the main fieldNo

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If the Secret field is left empty in any row, the system will use the value in the main (Secret) field in the screen header.

Setting the Preferred Sender in Notifications and Approvals ​

In the Notification Definition or Approval Definition screen, there is a WhatsApp Preferred Sender field that supports Tempo syntax for dynamic values.

Examples of Preferred Sender Syntax: ​

SyntaxDescription
{salesRep.mobile}Phone number of the sales representative linked to the record
{createdByUser.mobile}Phone number of the user who created the record
{customer.accountManager.mobile}Phone number of the customer's account manager

How the System Works

  1. When sending a WhatsApp message, the system calculates the Preferred Sender value using Tempo syntax
  2. The system searches for this value in the Public IDs by Sender table
  3. If a match is found, it uses the Public ID and Secret from that row
  4. If no match is found, it uses the default values from the screen header

WaboxApp WhatsApp Integration ​

To enable sending WhatsApp messages from Nama ERP using WaboxApp, follow these steps:

Setup Steps ​

  1. Register the Phone Number Register the company's WhatsApp number on a phone that is always connected to the internet. 💡 It is recommended to use an Android emulator such as www.memuplay.com for a permanent connection.

  2. Create an Account in WaboxApp

  • Go to www.waboxapp.com
  • Create a new account (requires entering credit card details)
  1. Add the Phone Number to WaboxApp
  1. Set Up the WaboxApp Chrome Extension
  • Download the extension from the Chrome store
  • Copy the API Key from the WaboxApp website into the extension, then click Validate
  1. Link WhatsApp Web
  • Open web.whatsapp.com using the same Chrome browser that has the extension
  • Scan the QR code from the phone
  1. Get Connection Credentials

  • From the WaboxApp dashboard, copy:

    • API Token
    • Phone number in international format (example: 201065122360 instead of 01065122360)
  1. Configure Nama ERP

  • Open the SMS settings screen

  • Add a new row and select the provider: WaboxApp WhatsApp Integration

  • Enter:

    • Phone number in international format in the Sender or Username field
    • API Token in the Password field

Important Notes

  • The phone must be kept always on with a continuous internet connection.
  • WhatsApp Web must remain open in the Chrome browser.
  • If either side is closed, messages will not be sent.
  • WaboxApp charges the credit card if you exceed 100 messages/month (sent or received).
  • It is preferable to use this provider in the Preferred Message Provider field in notification and scheduled task settings.
  • Use the field Used only if added in the preferred sender in the service provider settings (as in request KKDRQ00577) to avoid always replacing the message provider with WhatsApp.
  • The phone number must be in international format, i.e. starting with the country code.