Connect Any Custom ERP to WhatsApp Business - REST API, CSV or Middleware Bridge

Even without an API, the ERPPlugs Custom ERP-WhatsApp connector can run in CSV or Google Sheets mode. Your ERP or accountant exports a daily invoice register, payment aging report, and customer master to a shared folder or Google Sheet. Perimattic's ingest job picks the files up, compares them against the last synced snapshot, and dispatches WhatsApp messages only against the delta. This mode works for FoxPro-based systems, MS Access databases, AS/400 green-screen ERPs, and any Windows tool that can produce a scheduled export. Delivery volumes up to 5,000 messages per day are supported without additional infrastructure on your side.

Getting a Meta WhatsApp Business Account is only the first step — you still need message template approval, a phone number, a business verification, invoice PDF generation from your ERP, a delivery scheduler, a template renderer, retry logic, delivery receipts, an operator inbox, and a way to correlate replies with the original customer record. The ERPPlugs Custom ERP-WhatsApp connector delivers all of that as a managed layer, so your team does not have to build or maintain any of the plumbing between your ERP and Meta's API. Perimattic's solutions team also handles the WABA verification submissions and Meta template approvals on your behalf.

Only the fields required to generate a WhatsApp message leave your ERP — customer phone number, invoice number, invoice amount, due date, and optionally an invoice PDF URL. No general ledger data, no supplier data, and no employee data flows through the connector. Data is transmitted over TLS 1.3, processed in Perimattic's India-region cloud (or your choice of region for international customers), and retained only for the audit window you configure (default 90 days, configurable up to 7 years for tax audit compliance). Perimattic's DPDP-aligned processing agreement is available for review before signup.

Yes. If your ERP already publishes events to Zapier, n8n, or Make, the ERPPlugs Custom ERP-WhatsApp connector integrates as a pre-built template you import into your existing workspace. The template accepts an event payload from your ERP node and routes it through Perimattic's WhatsApp delivery layer, which handles Meta template selection, PDF attachment, phone number normalisation, and delivery receipt capture. This is the fastest way to go live — many customers with an existing n8n workflow are sending their first live WhatsApp invoice within 24 hours of signing up.

A typical Custom ERP-WhatsApp setup completes in 3-7 working days. Day 1-2 is a discovery call and data-mapping workshop with Perimattic's solutions team to understand your invoice schema, phone number quality, and preferred integration mode. Day 2-4 is Meta WhatsApp Business Account verification and template pre-approval. Day 4-5 is technical hookup — REST endpoint, CSV upload path, or Zapier/n8n template deployment. Day 5-7 is user-acceptance testing with a small pilot customer list before going live for the full base. Complex ERPs or non-standard invoice formats may extend this by 3-5 days.

Custom ERPs evolve — new columns get added, invoice numbering formats change, GST rate columns get renamed. The ERPPlugs Custom ERP-WhatsApp connector uses a version-locked field-mapping configuration, so a schema change does not silently break message delivery. If a mapped field is missing or renamed, the connector pauses new outgoing messages for that data type, sends an alert to your registered ops contact, and shows the offending rows in the ERPPlugs dashboard for manual acknowledgement. A remap can be done in the dashboard without a code change. This is the same safety net used for TallyPrime and Zoho customers.