WhatsApp Integration with SAP Business One
WhatsApp is probably the most popular instant messaging app with over 200 million users in India.WhatsApp Integration with SAP. From ads to marketing campaigns to disseminating important information, every business is using this smart application to better connect with their customers and be informed of everything in real-time.
When we think of communicating with someone instantly, we mostly think of sending a message through the fastest communication platform i.e WhatsApp. The best thing about this app is that almost everyone uses it and it does not require any formal training. The next advantage is that we don’t have to necessarily ask the team to check the WhatsApp messages as we are anyways hooked to it.
Further, end-to-end encryption makes the calls and messages secure as the person you are communicating with only can read or listen and nobody in between. What’s More? Now it is easy to send photos, share communication, send pdfs and videos on this platform in a fraction of seconds. With just one step, you can send documents, spreadsheets without the hassle of emails or files, it is that simple. To add icing on the cake, you can also share files up to 100MB in size. WhatsApp makes life all SIMPLER and BETTER.
Now as we know WhatsApp is so powerful just imagine the power it brings when it is integrated with SAP Business One.
Today WhatsApp is being used by a variety of industries as their customer service platform where the users can do everything right from viewing the catalogue to making a purchase. AI-enabled chatbots have replaced humans to communicate with customers/prospects resolving their vanilla queries allowing businesses to save huge manpower costs. SAP being the leader in the ERP industry is committed to bring these numerous benefits of WhatsApp to their clients and their businesses.
SAP B1, the numero-uno ERP for SMEs can be easily integrated with WhatsApp through add—on a module developed by SAP Business One Gold Partner CBS unleashing a host of new benefits for their clients. With WhatsApp integrated with the ERP, the users can do multi-layer navigation in the ERP in a much comprehensive manner than SMS. WhatsApp will also allow the users to fetch real-time reports from the system in the form of PDFs or web page link reducing the need to open an ERP app or web version for small tasks. On the other hand, factory workers, field force etc can click pictures of issues, material delivery proofs in real-time and submit into the ERP system reducing the need of any formal training for using dedicated mobile apps etc. One thing which we can conclude is that above-discussed features of WhatsApp are just the tip of the iceberg. As the technology matures, WhatsApp is bound to unleash a ton of other unforeseeable features which will bring more agility and speed to the entire ERP ecosystem.
How is this integration beneficial to all business users?
The answer is simple. Now it is easy to share invoices, credit and debit notes, purchase order, payment advises etc. in PDF format with your vendors and customers over WhatsApp through SAP Business One directly. You can further send birthday images and messages directly from SAP Business One and notify them of any important information. Very simple isn’t it?
Business Story
Best run is a US-based company who use S/4HANA to run their business. Brooke is newly onboarded employee in Best run and she is eagerly waiting to get her new laptop to start work. As many employees joined in the last seven days, the Best run had to place an order for Brooke which take approximate two days to deliver the order. Another side Brooke is quite excited like another new employee to start working, so she is always wondering when she will get the laptop. In the meantime, she remembered her onboarding training where she was introduced to Sarah a Whatsapp bot who can help the employee to know different Business insight and information as Sarah is integrated with their core system S/4HANA. So Brooke adds her in Whatsapp account and asks about her order status and Sarah checked the order status in S/4HANA and reply that order is delivered and you can see the smile on her face :-).
Enough of the story let’s get into the main business which is how we are going to connect the dots. Let’s break this integration into smaller pieces so that it would make it easier to understand.
1. CDS and Odata service creation for querying order status. (In this example Purchase Requisition and Purchase order Status will be queried).
2. Exposing the OData service through cloud connector and creating proxy API using SAP API management.
3. Designing the skill of chatbot in SAP Cai.
4. Creating node.js app which will be interacting with S/4HANA and provide JSON response with the way SAP CAI understand. Check out my GitHub repository.
5. Deploying the node.js app we created in the last step into the SAP Cloud Platform CF account.
6. Use the deployed application URL with a proper path as webhook of skill in SAP CAI.
7. Test the bot using SAP CAI.
8. Create a free account in Twilio.
9. Enable the WhatsApp channel.
10. Create a Twilio function to interact with SAP CAI using SAP CAI SDK.
11.Deploy the function and use function Url as Webhook of WhatsApp channel.
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