Tally to WhatsApp - An Integration We All Have Been Waiting for!

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Tally To WhatsApp - An Integration We All Have
Been Waiting For!
This integration between Tally and WhatsApp
brings ease and convenience to business
communications. The partnership allows Tally 4.0
version and later users to directly send
invoices, reports, and other documents via
WhatsApp, streamlining the process of connecting
with vendors and clients.
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What Are The Prerequisites For Activating
WhatsApp In Tally?
Fresh Contact Number
Active Facebook Account
TSS with Minimum Validity
It is advisable to use a fresh contact number
not currently associated with any WhatsApp
Personal/Business Apps for registering a
WhatsApp Business Account (WABA).
Having an active Facebook account is essential
for logging in and progressing with the creation
or update of your WABA.
A valid TSS with a minimum of 1-month validity
is required to subscribe to WhatsApp business
services. For detailed information, it is
recommended to reach out to your Tally Partner.
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WhatsApp Trial Version
1 5-Day Trial Users can start with a 5-day trial
version before switching to a paid subscription,
allowing them to experience the integration's
functionalities before making a commitment.
2 Activation Process To start a trial version,
users can log in to their Interakt account and
follow a simple process to access the trial
number.
3 Easy Transition After the trial period, users
can seamlessly switch to a paid version for
continued WhatsApp integration with TallyPrime
4.0.
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Step-By-Step Process Of How To Start Using
WhatsApp With TallyPrime 4.0
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Initialize the WhatsApp Registration
Process Start by submitting a request through
your Tally Partner to create your account with
the WhatsApp Business Solution Provider -
Interakt.
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Accessing Your Interakt Account After submission,
you will receive login credentials for your
Interakt account to proceed with adding your
contact number and utilizing the trial version.
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Adding Your Contact Number Follow a simple
process through the Interakt portal to register
your WhatsApp Business Account and initiate
sending documents from TallyPrime through
WhatsApp.
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Adding Your Contact Number To Register With WABA
Subscribe To WhatsApp
Create WhatsApp Business Profile Enter or
validate business information, select timezone,
and verify your phone number by entering the
received code.
Log In and Explore Visit the Interakt portal,
review important information about WhatsApp
Business API, and confirm the terms and
conditions before proceeding.
Facebook Account Link Connect your Facebook
account and ensure all business information is
accurately filled for a smooth registration
process.
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Create a WhatsApp Business Profile
Specify Information Enter the business details
including name, display name, timezone, and
business category to create a WhatsApp Business
Profile.
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Verify Phone Number Choose the verification mode
and complete the validation process to link your
phone number with the WhatsApp Business Account.
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Subscription Activation Contact your Tally
Partner to activate the WhatsApp subscription,
ensuring a seamless confirmation of your
subscription status.
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Renew WhatsApp Subscription
1 From TallyPrime Quickly renew your WhatsApp
subscription within the application, ensuring
continued use of TallyPrime with WhatsApp
integration.
2 From Customer Portal Renew your subscription
directly from the Customer Portal, verifying
details and agreeing to policies before
proceeding with the payment.
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Recharge Wallet On Interakt
1 Easy Process Recharge your Interakt wallet
directly from TallyPrime or the Customer Portal
to ensure a sustained balance for seamless
WhatsApp interactions.
2 Check Balance After recharging, monitor and
verify the updated wallet balance through the
Interakt interface or the Customer Portal.
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Best Practices For Registering With WABA
Facebook Verification Ensure a comprehensive
Facebook business page and verify your business
with Meta for increased messaging limits.
Utilize the Trial Version Explore the trial
version features to get a better understanding
before subscribing to the paid version for
continued use.
Renewal Recharge Be diligent with timely
renewal of the subscription and recharge the
Interakt wallet to maintain a seamless messaging
experience.
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Explore Additional Interakt Features for WhatsApp
Shared Inbox Efficient communication
Green Tick Authenticated business account
Custom Templates Create tailored communication
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