Synchronise recent WhatsApp history manually
Use Sync history to request the configured recent-chat and per-chat message window for one account.
Exact navigationAdmin Area → WhatsApp → Connections
Before you begin
- Confirm the module is active and select the intended WhatsApp account before changing any operational record.
- Use an account with the stated native CRM capability and per-account access.
- Test with controlled customer/contact data before relying on live verification, email or CRM automation.
What this guide covers
Use Sync history to request the configured recent-chat and per-chat message window for one account. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.
Exact step-by-step process
- Open Admin Area → WhatsApp → Connections.
- Select the relevant record or setting.
- Follow the supported controls described below.
- Save or confirm once.
- Verify the result.
Fields, choices and supported possibilities
Account namerequired, maximum 191 characters
AvailabilityActive or inactive
Live QRgenerated by the private connector
Delete confirmationexact uppercase DELETE
Code-backed validations and workflow rules
- Each account receives a unique account key, encrypted connector token, loopback connector endpoint and isolated session directory.
- The account creator is granted View, Reply, Convert and Manage for the new account.
- Account deletion is a soft operational deletion after successful isolated runtime removal; messages, verification evidence, portal history and audit remain.
- Use Sync history to request the configured recent-chat and per-chat message window for one account.
Expected result and verification
- The requested action completes without a permission, validation, connector or native CRM error.
- The selected account or conversation shows the expected state without changing another account’s data.
- Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.
Security, privacy and troubleshooting checks
- Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
- Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
- If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.
