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Connecting with WooCommerce

 

Connecting Tall Emu CRM to WooCommerce lets you automatically sync orders from your online store into CRM.

 

As a pre-requisite: it’s important that every product within WooCommerce has a unique SKU for mapping data cleanly back into CRM – this needs to be confirmed before the connection is established.

Get your API details from WordPress

  • Log in to your WordPress website and generate an API Key and API secret to be used for the connection.
  • The process for generating an API Key varies slightly depending on your version of WooCommerce so if you have any issues visit WooCommerce’s dedicated API help page here.
  • Otherwise, head to the menu on the left-hand side of the back end of your WordPress site, hover over the WooCommerce tab and select Settings.

Accessing WooCommerce settings

  • Select the Advanced tab in the tab selector and then hit Rest API from the action bar. Then click Add Key.

Creating an API key in WooCommerce settings

Enter the details below to create your key.

  • Descriptionthe CRM (or other, easily identifiable name for the API).
  • User – select a WordPress user with Admin permissions.
  • Permissions – ensure the permissions are set to read/write.

API key creation screen

  • Click Generate API Key.

Set up your WooCommerce integration in CRM

  • Head to Admin > Integrations > ECommerce

  • Then, click Activate beside the WooCommerce menu item.

  • Enter your site URL – this is simply your stores web address. Copy and paste the URL your customers would use to access your store/site.
  • Add the API details you just generated in WordPress.

Then, complete the remaining fields available on the connection screen as follows:

  • Use Basic Authentication For Woo/Site – this is an alternative authentication method, should the default be unsuccessful. Some servers are configured differently and require a slightly different connection method. You should leave this box unchecked unless you receive errors that advise the initial connection was unauthorised. If there is an HTACCESS in front of the site, you should set the username and password there.
  • Import Orders As Quotes – this is useful if you are using Woo as a quoting cart and don’t take payments there; you can download the orders as Quotes and finalise the order in CRM.
  • Only Download Paid Orders – only downloads paid orders from Woo to CRM.
  • Sync Custom Fields – checking this box will sync your custom fields from Woo to CRM.
  • Numbering prefix for Orders – WooCommerce numbers its orders and it’s possible these will clash with existing order numbers in the CRM. To make it visually easier, each WooCommerce connection can have a prefix. So, you could set your prefix to “WOO” – in which case, order 1000 from WOO will be “WOO-1000” in CRM when it’s downloaded. Select a prefix that will make sense to you when viewing your orders.
  • Import orders after this date – determines when the first order from Woo will import from. For example – if you’ve been running WooCommerce for years, and have already processed many orders, you may want to only import new orders to avoid confusion or accounting errors. In this case you’d select the date at which the connection is established. Otherwise, you’re able to back-date orders to any given period by selecting an earlier date.
  • Default GL Codes for Products & Freight – WooCommerce may create new items in CRM if part numbers don’t match. These cannot sync successfully to your accounting system unless correct GL Codes are set. We’ll use these codes as a default; however, they can be overridden manually product-by-product if required.

Once all the fields are filled in correctly, click Finish and your connection should be successfully set up.

Your orders will now auto-download and will be viewable in the Sales Order module of the CRM (or Quotes if you elected to download orders that way). 

You will be taken to the Data Sync Preferences page to configure the additional integration settings. This guide contains more information.

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