Integration setup#

MS Excel Max Integration version 2.0

System requirements#

MS Excel 2016 or higher versions
Windows 10 or higher versions (Windows 7 support ended on 01/14/2020, so when using the table with earlier versions you may see errors related to software relevance)

Preparing for installation#

Installation#

1. Download MS Excel spreadsheet#

2. Unblock downloaded file#

Open the file properties with the right mouse button.
Check the "Unblock" checkbox.
Click the "Apply" button, then the "Ok" button.

If you cannot unblock the file, try moving it to the working folder.

3. Enable editing in MS Excel#

Select "Enable editing" in the Security Warning dialog.

4. Enable macros in MS Excel#

Select "Enable Content" in the Security Warning dialog.

5. Necessary authentication#

In the window that opens select the Parameters tab and add the following data from your GREEN-API console:

idInstance
apiTokenInstance
mediaUrl
apiUrl

If the window does not open automatically, click the 'API Methods' button to open it manually.

After filling in the data, click the "Check Authorization" button to check whether the instance is authorized and what phone number is connected to it.

Possible errors

Instance is not authorized. You need to connect the instance to your WhatsApp account.

Check if the specified apiTokenInstance is correct

Check if the specified idInstance is correct

Check if the specified apiUrl and mediaUrl are correct

If the fields are filled in correctly, the "Completed" window will appear:

Important information. Recommendations for sending.

The Delay between messages parameter is responsible for the speed of sending requests from the filled EXCEL table.

To change the delay in sending messages from the queue, use the SetSettings method with the delaySendMessagesMilliseconds parameter (see examples). Change the message sending delay from 500 milliseconds to 10-15 seconds (10000 ms - 15000 ms).

After that, change the Delay between messages value when sending to the queue on the Parameters sheet from 10 seconds to 1 second for the fastest sending of table processing.

Examplers of using:#

How to send text messages

How to send files

Instance authorization via an EXCEL table:#

Open the WhatsApp Business or WhatsApp application on your mobile phone. On your device, go to the Link a device section. To do this:

On Android, tap on the three dots -> Linked Devices -> Link a device.
On iPhone, go to Settings -> Linked Devices -> Link a device.

Authorization via QR:

In the API Methods window, open the Parameters tab and click the Get QR in browser button.

You shall have Instance Parameters filled in

A link to get the QR code will be automatically generated and copied

Open the link in any browser and click the Get QR button. Scan the code with your phone.

Authorization by phone number:

In the API Methods window, open the Parameters tab.

You shall have Instance Parameters filled in
In the "Instance Authorization Methods" block, enter the phone number to connect, then click Authorize by number

A code for connecting the number will be generated automatically.

Click on the pop-up notification from WhatsApp > Enter the code.
Unlock your phone (if you have the protection mechanism enabled) and enter the eight-digit code on the main device.

Read more in our article "How to set up device pairing?".
We also recommend that you read the article "Why can't I connect the device to the API?".

How to change the phone number?#

To log out the current number, check the box next to the Logout button and click on it.

This way, the phone number will be disconnected from the instance, and you will be able to connect another number.