Configuring a Communications Provider

Owned by eknoor.singh (Unlicensed)
Oct 31, 2023
2 min read

To use Shipsy’s communication engine, users first have to set up various communication providers for sending their sms, whatsapp messages and emails. In this article, users can learn how to use the Integration Marketplace and integrate a communication provider for their organisation.

Instructions

Follow these step by step instructions to set up a communication provider. Please note that users can configure multiple accounts with a single provider. This is to ensure that sms, email and whatsapp accounts can be separate, or that distinctions between accounts can be made as per the users’ requirements. 

Navigating to Integration Marketplace > Communications

  1. Click on the hamburger menu icon

  2. Select Integrations and Integration Marketplace from the sub-menu

  3. From the landing page of the Integration Marketplace, click on the communications tab in the left navigation pane

Selecting the Provider and Setting Up an Account

  1. The communications tab provides a tile view of all communications providers that have been integrated within Shipsy

  2. To get a new provider added, please contact support

  3. Select the provider to be set up by clicking on the tile

  4. Users will then be redirected to the provider details page

  5. This page gives an overview of the provider and shows a list view of any accounts that have already been set up

  6. To add a new account, click on Add Communications

  7. Users will be required to input all necessary information on the provider setup form

    1. Account Name - Name of the provider account to differentiate between other accounts created with the same provider

    2. Mode - Mode of communication; SMS, Whatsapp or Email

    3. Basic Details (Sender Number, Authorisation Key/Token, URL, etc) - Every provider will have a set of fields that the user will be required to input to set up their communications. Fields like username, authorisation, api key will be provided to the user by the communications provider themselves which they will then input during setup

  8. Clicking on save will add an account with the selected provider using the given details

  9. This account will be visible as a line item on the provider details page

Conclusion

The communication provider has now been set up, and all configured accounts will be visible within the communication config.