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Connecting WhatsApp Business and Creating API Keys in "Edara CRM"

Last updated: November 12, 2026

Connect your company's WhatsApp Business number, and your team sends quotes to customers from that number straight from the CRM, instead of each rep sending them from their own phone.

API keys let an outside tool, like Zapier, a partner system, or your own script, read from the CRM or send records into it without anyone signing in, and you decide exactly what each key is allowed to do.

Follow the Steps

You start by connecting your WhatsApp Business number and testing it, then create API keys for outside tools.

Connecting WhatsApp Business

The connection uses an unofficial WhatsApp Web engine, so WhatsApp may ban the number. Use a dedicated business number and increase the number of messages gradually. To connect the number:

  • In "Settings", open "WhatsApp" under "Integrations", read the "Read this before connecting" warning, then click "Connect WhatsApp Business".
  • Under "Add your business number", enter the dedicated number in international format, like +201001234567, and click "Continue".
  • A QR shows under "Scan the QR with your phone". On the phone with that number, open WhatsApp Business → Settings → Linked Devices → Link a device, and scan the code. "WhatsApp Business is live" shows with a "Connected" tag.

Note: Clicking "Connect WhatsApp Business" means you accept the terms in the warning. The WhatsApp page is for admins only.

If the code expires before you scan it, or you change your mind halfway:

  • The code expires in about 20 seconds, so click "Refresh QR" to get a new one.
  • To stop connecting, click "Cancel setup".
  • Confirm in the dialog; the number and the QR step are discarded, and the page goes back to the start.

Sending a test message

Once connected, make sure the quote message arrives and looks right:

  • Go to the "Send a test message" card under "WhatsApp Business is live".
  • Enter a phone number you control, in international format.
  • Click "Send test"; "Sent — check the phone." shows. Check the sample quote message on the phone.

Note: If it says the WhatsApp service didn't answer in time, check the phone before sending again, because the message may already have arrived.

Sending quotes from your team

Once connected, your team sends a quote from your business number, from the quote page itself:

  • Open the quote from the "Quotes" tab of the deal.
  • Click "Share" and choose "Send via WhatsApp Business"; "Sent to the customer via WhatsApp Business" shows.
  • If the customer already received the quote, the CRM asks "Send this quote again?"; click "Send again" only if you mean it.

Note: "Send via WhatsApp Business" stays greyed out until the number is connected, and when the contact or organization has no phone number. The customer's phone must be in international format, like +20 100 123 4567. Every role except Analyst and Viewer can send.

Disconnecting WhatsApp Business

To stop sending from the business number:

  • In "Settings" → "WhatsApp", click "Disconnect".
  • Confirm the disconnect in the dialog.
  • The page goes back to the "Connect WhatsApp Business" button. Until you reconnect, reps can only use "Open in my WhatsApp".

Creating an API key

The "API Keys" page is under "Team & access" in Settings, and it's for admins only. To create a key:

  • Click "New API key".
  • In "Create API key", type a "Name" that says who uses it, like Zapier production. Under "Scopes", tick only what the tool needs, at least one.
  • Click "Create". The "Copy your new API key" dialog shows the full key; click "Copy key" and store it somewhere safe, then click "Close".

Note: The key is shown once. After you close the dialog, the table shows only its beginning, and the CRM can't show it again. If you lose it, delete the key and create a new one.

Scopes are grouped by record: "Leads", "Contacts", "Organizations", "Deals", "Activities", and "Notes" each have create and read. "Look-ups" are read only: pipelines, users, products, and orders. "Set original dates and rates" under "Migration" is only for moving data from another CRM, so records keep their original dates.

Editing, disabling, or deleting a key

For each key, the table shows the "Name", the start of the "Key", the number of "Scopes", "Created", "Last used", and "Status". From the "Actions" column:

  • "Edit": change the "Name" or "Scopes" and click "Save". It shows while the key is active.
  • "Disable": the integrations that use the key stop working until you click "Enable".
  • The trash icon: removes the key for good, and any integration using it is refused from that moment. It can't be undone.

Note: Check the "Last used" column before you disable or delete a key, to see whether it's still in use. In the change history, an edit made through a key shows as "by name (key name)".

What to give the developer

The "How to use" card under the table has everything the person connecting the tool needs:

  • Copy your tenant ID with the "Copy" button next to it.
  • The example shows that the key goes in the X-API-Key header or as a Bearer token, always with the Tenantid header.
  • Click "Open API docs" for the full reference.

Note: Send the developer the key and this card, not your own sign-in details. Treat keys like passwords: don't paste them in chats, and use one key per integration so you can stop one without breaking the rest.

When the person who created a key is deactivated

The person who created a key saw it in full and may still have a copy, so the key stops working as soon as their account is deactivated:

  • A notice above the table shows how many keys have stopped working.
  • The key shows as "Paused" with the name of who created it. "Enable" doesn't bring it back while that person is deactivated.
  • To keep your integrations running, click "New API key", put the new key in the integration, then delete the old one.

Note: Before you deactivate someone on the Members page, the CRM tells you how many active keys they created. If you reactivate their account, their keys work again.

Important Things to Know

Try It Yourself

Sample data — it doesn't affect any real data. Click "Connect WhatsApp Business" and go through the steps until you send a test message, then open "API Keys" from the menu and create a key.

You May Be Wondering

Can the WhatsApp Business number be banned after connecting?
Yes, because the connection uses an unofficial WhatsApp Web engine. Lower the risk with a dedicated business number, templated messages, and a gradual increase in the number of messages.
Why is "Send via WhatsApp Business" greyed out?
Because the number isn't connected yet in "Settings" → "WhatsApp", or because the contact or organization has no phone number.
I didn't copy my API key. Can I see it again?
No. The key is shown only once, when you create it. Delete it, create a new one, and put that in the integration.
Why does a key show as "Paused"?
Because the person who created it was deactivated. Create a new key and delete the old one, or reactivate that person and their keys work again.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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