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Configure SMS

Configure SMS

Set up SMS gateway integration for sending text message notifications to students, parents, and staff.

Time required: 20 minutes

Module: sms, openeducat_sms_enterprise

User role: System Administrator

Prerequisites

  • System Administrator role
  • SMS gateway provider account
  • API credentials from provider
  • Sender ID approved (if required)

Steps

Step 1: Access SMS Configuration

  1. Go to Settings -> General Settings
  2. Navigate to SMS section
  3. Click SMS Gateway Configuration

Step 2: Select SMS Provider

Choose from available providers:

ProviderCoverageFeatures
TwilioGlobalTwo-way, MMS
Vonage (Nexmo)GlobalDelivery reports
MSG91IndiaTemplates, DLT
TextLocalUK, IndiaBulk SMS
PlivoGlobalVoice + SMS

Step 3: Enter API Credentials

For Twilio example:

FieldRequiredDescriptionExample
Account SIDYesAccount identifierACxxxxxx
Auth TokenYesAuthentication tokenxxxxxxxx
From NumberYesSender number+1555123xxxx

Step 4: Configure Sender Settings

SettingDescriptionExample
Sender IDAlphanumeric name”ABC SCHOOL”
Sender NumberPhone number+1555123xxxx
Default CountryCountry codeUS (+1)

Step 5: Set Message Settings

SettingDescriptionRecommended
Character EncodingMessage encodingGSM-7/UCS-2
Max LengthSingle SMS limit160 chars
Long SMSSplit or rejectSplit
Unicode SupportNon-Latin charactersEnabled

Step 6: Configure Delivery Settings

SettingDescription
Delivery ReportsEnable status tracking
Retry FailedRetry failed sends
Retry AttemptsNumber of retries
Retry DelayWait between retries

Step 7: Set Up Webhooks (Optional)

For delivery status updates:

  1. Get webhook URL from Odoo
  2. Add to provider dashboard
  3. Configure events:
    • Delivered
    • Failed
    • Undelivered

Step 8: Test Configuration

  1. Click Test Connection
  2. Send test SMS to your number
  3. Verify message received

Step 9: Activate Gateway

  1. Enable Active checkbox
  2. Click Save
  3. Gateway is now operational

Provider-Specific Setup

Twilio

SettingValue
API Base URLapi.twilio.com
Account SIDFrom Twilio console
Auth TokenFrom Twilio console
FromTwilio phone number

MSG91 (India)

SettingValue
Auth KeyFrom MSG91 dashboard
Sender ID6-char approved ID
RouteTransactional/Promotional
DLT TemplateRegistered template ID

Vonage (Nexmo)

SettingValue
API KeyFrom Vonage dashboard
API SecretSecret key
FromVirtual number or name

DLT Compliance (India)

For Indian SMS:

RequirementDescription
DLT RegistrationRegister with telecom
Entity IDBusiness identifier
Template IDPre-approved templates
Sender IDApproved 6-char ID

Field Reference

SMS Gateway

Technical FieldUI LabelTypeNotes
nameNameCharGateway name
providerProviderSelectionGateway provider
account_sidAccount SIDCharAccount identifier
auth_tokenAuth TokenCharAuthentication
from_numberFromCharSender number
activeActiveBooleanEnable gateway

Troubleshooting

Connection failed

  1. Verify API credentials are correct
  2. Check account is active with provider
  3. Confirm IP is whitelisted (if required)

SMS not delivering

  1. Validate recipient number format
  2. Check sender ID is approved
  3. Verify SMS content isn’t blocked
  4. Check balance with provider

Character encoding issues

Use GSM-7 for basic characters; enable UCS-2 for Unicode/special characters.


Related: Set Up SMS Notifications | Configure Email