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| 1 | +============== |
| 2 | +SMS via Twilio |
| 3 | +============== |
| 4 | + |
| 5 | +What is Twilio |
| 6 | +============== |
| 7 | + |
| 8 | +Twilio is a third-party provider that enables you to send SMS messages to your clients. |
| 9 | +Odoo provides an easy way to use this service within your Odoo apps. |
| 10 | + |
| 11 | +Why would I need it? |
| 12 | +-------------------- |
| 13 | + |
| 14 | +Altough Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might |
| 15 | +not work in some countries with stricter legal requirements. Currently, Odoo registers |
| 16 | +itself when possible to avoid extra setup for its customers, however in some countries |
| 17 | +that is not enough and the client itself must do it. This can be done through Twilio. |
| 18 | + |
| 19 | +Setup your Twilio account |
| 20 | +========================= |
| 21 | + |
| 22 | +By creating a Twilio account, you will be able to create a virtual phone number from |
| 23 | +which you will be able to send SMS messages. These cost credits that are to be bought |
| 24 | +on Twilio, not Odoo. |
| 25 | + |
| 26 | +#. Go to `Twilio <https://www.twilio.com>`_ |
| 27 | +#. Sign up and create a Twilio account |
| 28 | +#. Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each sub-company, etc.) |
| 29 | +#. Create a new account |
| 30 | + |
| 31 | + #. Enter the name, and select :guilabel:`Twilio` for the type |
| 32 | + #. Select your :guilabel:`Billing Country` and click :guilabel:`Create new account` |
| 33 | + #. Select the different options that match your needs |
| 34 | + |
| 35 | + - For the :guilabel:`Twilio product`, select :guilabel:`SMS` |
| 36 | + - For :guilabel:`How to build with Twilio`, select :guilabel:`With no code at all` |
| 37 | + - For your :guilabel:`goal`, select :guilabel:`3rd party integrations` |
| 38 | + #. Click on :guilabel:`Get Started with Twilio` |
| 39 | +#. You account is now created, and you should arrive on your :guilabel:`Dashboard` |
| 40 | +#. Go to :menuselection:`Phone Numbers --> Manage --> Buy a number` |
| 41 | +#. Buy a number (it is a paying service, but you should have received some credits to start with) |
| 42 | +#. Go back to bottom of the :guilabel:`Dashboard` page |
| 43 | +#. Copy the :guilabel:`Account SID` and :guilabel:`Auth Token` |
| 44 | + |
| 45 | +Beware that sending SMS to some countries (such as the US or Canada) might require a registration. |
| 46 | +This can only be done by you, and not by Odoo. Please check out |
| 47 | +`Twilio's Help Center <https://help.twilio.com>`_ |
| 48 | + |
| 49 | + |
| 50 | +Setup Odoo to use Twilio |
| 51 | +======================== |
| 52 | + |
| 53 | +#. :ref:`Install <general/install>` the :guilabel:`Twilio SMS` module (`sms_twilio`) |
| 54 | +#. In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, |
| 55 | + select :guilabel:`Twilio` in the list of options, and save your change. |
| 56 | +#. Go back to that option, and click :guilabel:`Manage Twilio Connection` |
| 57 | +#. Paste the copied credentials accordingly |
| 58 | +#. Click on :guilabel:`Reload numbers` |
| 59 | +#. Your newly bought phone number should appear in the list |
| 60 | +#. You can use the testing section to send an SMS |
| 61 | + |
| 62 | +You can have multiple numbers (for instance once per country, or one per campaign), in that case, |
| 63 | +you can reorder the numbers. By default, when sending an SMS to a client, Odoo will select the |
| 64 | +number whose country is the same as the client. If none matches, Odoo will use the first number |
| 65 | +available from the list respecting the order you have chosen. |
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