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Automating the process of sending data from an Excel file to WhatsApp (create a menu or send messages)

Automating the process of sending data from an Excel file to WhatsApp, especially to create a menu or send messages, can be a powerful tool for businesses. Here’s a step-by-step guide to create a WhatsApp menu based on data from an Excel file.


### **Scenario Overview:**
You have an Excel file containing data (like a restaurant menu, product catalog, or list of services) and you want to send this information as a structured message on WhatsApp using an automated process.

### **Step 1: Prepare Your Excel File**
Ensure your Excel file is structured in a way that makes it easy to extract and format the data. For example, a restaurant menu might look like this:

| Item ID | Item Name       | Description                  | Price |
|---------|-----------------|------------------------------|-------|
| 1       | Margherita Pizza | Classic cheese and tomato    | $10   |
| 2       | Pepperoni Pizza  | Pepperoni and mozzarella     | $12   |
| 3       | Veggie Burger    | Grilled veggies, lettuce     | $8    |

### **Step 2: Read Excel Data Using a Script**
You can use Python to read the Excel file and format the data into a WhatsApp message.

**Python Script Example:**
1. Install the required libraries:
   ```bash
   pip install pandas openpyxl twilio
   ```

2. Create the script to read the Excel file and format the data:
   ```python
   import pandas as pd
   from twilio.rest import Client

   # Read the Excel file
   df = pd.read_excel('menu.xlsx')

   # Format the message
   message = "Today's Menu:nn"
   for index, row in df.iterrows():
       message += f"{row['Item ID']}. {row['Item Name']} - {row['Description']} - ${row['Price']}n"

   # Twilio WhatsApp API credentials
   account_sid = 'your_account_sid'
   auth_token = 'your_auth_token'
   client = Client(account_sid, auth_token)

   # Send message via WhatsApp
   whatsapp_message = client.messages.create(
       body=message,
       from_='whatsapp:+14155238886',  # Twilio Sandbox number
       to='whatsapp:+1234567890'       # Recipient's WhatsApp number
   )

   print("Message sent!")
   ```

### **Step 3: Set Up WhatsApp API (Twilio)**
To send WhatsApp messages using Python, you can use the Twilio API. Here’s how:

1. **Create a Twilio Account:**
   - Sign up at [Twilio](https://www.twilio.com/) and get your account SID and Auth Token.

2. **Enable WhatsApp Sandbox:**
   - Go to Twilio’s Console and activate the WhatsApp Sandbox. This will give you a sandbox number (e.g., +14155238886) for testing.

3. **Configure Your Script:**
   - Replace `your_account_sid` and `your_auth_token` in the script with your Twilio credentials.
   - Replace `+1234567890` with the recipient’s WhatsApp number.

### **Step 4: Automate and Schedule**
You can automate this script to run at specific times (e.g., daily menu updates) using a task scheduler:

- **Windows:** Use Task Scheduler to run the Python script at a specific time.
- **Linux:** Use a cron job to schedule the script execution.

### **Step 5: Deployment**
Deploy the script on a server if you want it to run independently without manual intervention. You can use cloud services like AWS, Heroku, or any VPS.

### **Alternative Approach: Using Google Sheets**
If you prefer using Google Sheets instead of Excel, you can achieve similar results by:

1. **Creating a Google Sheet:**
   - Structure your data in Google Sheets.

2. **Using Google Apps Script:**
   - Write a script in Google Apps Script to read the data and send it via the WhatsApp API.
   - You can trigger the script using a Google Sheets trigger (e.g., on form submit or on a time basis).

### **Conclusion**
Automating WhatsApp messages based on Excel data can be a powerful tool for businesses to keep customers informed with updated menus, catalogs, or other information. By using Python and the Twilio API, you can create a flexible solution that reads data from an Excel file and sends it directly to WhatsApp contacts.

caa August 19 2024 75 reads 0 comments Print

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