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WhatsApp Business

What it connects​

WhatsApp Business lets approved senders submit receipt photos and invoice files from chat into Igdrasil. You manage the allowed sender list and each sender's default processing intent in Integrations.

What Igdrasil imports​

  • Registers approved sender phone numbers for the company.
  • Receives receipt photos and related attachments from those senders.
  • Routes accepted documents into storage or accounting review based on the sender's default processing intent.

Requirements​

Decide which employees or contractors may submit receipts and whether their messages should create accounting candidates by default. Have each sender's phone number ready in international format (for example +46701234567).

Connect steps​

  1. Open Integrations from the Workspace group.
  2. Select WhatsApp Business.
  3. Enter the sender number and an optional label.
  4. Choose the default processing intent:
    • Store only keeps submissions as source documents.
    • Process for bookkeeping prepares draft accounting work for review.
  5. Add the sender.
  6. Send a test receipt photo from that number.

Edit an existing sender to change its intent, or disable a sender to block future submissions from that number.

First checks​

Confirm the photo appears in Files and, if accounting review is enabled, in Inbox.

Daily use​

Use WhatsApp for quick receipt capture when card users are away from the desktop workflow. Keep the sender list limited to people who should create company documents.

Troubleshooting​

If a receipt does not arrive, confirm the sender number is registered and active, the attachment was sent as an image, and you are reviewing the correct company workspace.

Disconnect and data handling​

Disabling a sender blocks future submissions from that number. Existing receipt evidence remains in the workspace.