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How to send WhatsApp template messages from Google Sheets using the Wati integration (without the add-on)

Summary

You can now connect a Google Sheet directly to Wati and send WhatsApp template messages without installing a separate Google Workspace add-on or adding an API endpoint and access token to your spreadsheet.

With the new flow, you can sign in with Google, select a Google Sheet, choose a WhatsApp template, map the template variables to columns in your sheet, and send the messages directly from Wati.

Important: Messages are not sent automatically when a new row is added to the Google Sheet. You choose when to send the messages from Wati.

Instructions

How it works

The new Google Sheets integration lets you send WhatsApp template messages directly from Wati:

  • Connect your Google account.

  • Select the Google Sheet you want to use.

  • Select the WhatsApp template you want to send.

  • Map the template variables to columns in your Google Sheet.

  • Choose when to send the messages.

The template must be selected before you map the columns because the template determines which variables need to be mapped.

What you need

Before you start, make sure you have:

  • A Google account with access to the Google Sheet you want to use.

  • A Google Sheet containing the recipient information required by your template.

  • An approved WhatsApp template to send.

Send WhatsApp messages from a Google Sheet

Follow these steps to send WhatsApp messages from a Google Sheet in Wati:

Step 1: Connect your Google account

  • Log in to your Wati account.

  • Go to Connectors > Integratiuons and click on the Google Sheets integration.

  • Click the option to connect your Google account.

  • Sign in with Google.

  • Allow Wati to access the required Google Sheets information.

Step 2: Select your Google Sheet

  • Select the Google Sheet you want to use.

  • Select the relevant sheet or tab, if prompted.

Wati uses the data in your selected sheet to prepare the WhatsApp messages.

Note: If you have multiple WhatsApp numbers connected to your Wati account, you may also be prompted to select the WhatsApp number you want to use.

Step 3: Select a WhatsApp template

Select the WhatsApp template you want to send.

Important: Select the template before mapping your columns. The template determines which variables you need to map to your Google Sheet columns.

Step 4: Map template variables to Google Sheet columns

Map each template variable to the corresponding column in your Google Sheet.

For example, if your template contains a customer name variable, map that variable to the column containing customer names.

Review the mappings to make sure each variable uses the correct column.

Step 5: Send the messages

Once the template and column mappings are ready, click Send Message to send the message.

Wati uses the mapped information from your Google Sheet to send the WhatsApp template messages.

Note: Messages are sent when you choose to send them. Adding a new row to the Google Sheet does not automatically send a WhatsApp message.

Track message delivery and reads

After you send the messages, you can view delivery and read information from the Campaigns page in Wati.

The integration screen is used to connect your Google Sheet and prepare your messages. Delivery and read reporting is available from Campaigns.

What happened to the old Google Sheets add-on?

The new Google Sheets flow does not require you to install a separate Google Workspace add-on or paste an API endpoint and access token into your spreadsheet.

If you are already using the older Google Sheets add-on, you can continue using it. You do not need to remove the existing add-on to use the new flow.

Important: The older add-on supports a different workflow, including automation based on a new row being added to a Google Sheet. The new Google Sheets integration in Wati does not automatically send messages when a new row is added.

Frequently Asked Questions (FAQs)

Google Sheets integration

1. Can I send WhatsApp template messages directly from Google Sheets in Wati?

Yes. You can connect a Google Sheet directly to Wati, select a WhatsApp template, map the template variables to Google Sheet columns, and send the messages from Wati.

2. What do I need to use the Google Sheets integration?

You need a Google account with access to the Google Sheet, a Google Sheet containing the recipient information required by your template, and an approved WhatsApp template.

3. Do I need to install a Google Workspace add-on to use the new Google Sheets integration?

No. The new Google Sheets integration does not require a separate Google Workspace add-on or an API endpoint and access token in your spreadsheet.

4. Do I need to select a WhatsApp number when connecting a Google Sheet?

If you have multiple WhatsApp numbers connected to your Wati account, you may be prompted to select the WhatsApp number you want to use.

Sending messages

5. What is the correct order for selecting a template and mapping columns?

Select the WhatsApp template before mapping the Google Sheet columns. The selected template determines which variables need to be mapped to columns in the Google Sheet.

6. Are WhatsApp messages sent automatically when a new row is added to the Google Sheet?

No. The new Google Sheets integration does not automatically send messages when a new row is added. You choose when to send the messages from Wati.

Reporting and existing add-on

7. Where can I view delivery and read information for messages sent from Google Sheets?

You can view delivery and read information on the Campaigns page in Wati. The Google Sheets integration screen is used to connect the sheet and prepare messages.

8. Can I continue using the old Google Sheets add-on?

Yes. If you are already using the older Google Sheets add-on, you can continue using it. You do not need to remove the existing add-on to use the new Google Sheets integration.

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