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- CRM Integrations
- Connecting Stripe
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Payment Gateways
- Connecting with BurstSMS
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
WooCommerce integration
Connecting the CRM to WooCommerce lets you automatically sync orders from your online store into CRM.
- The first step is to connect CRM and WooCommerce using our integration setup instructions.
- Once this is done, you can configure how often your orders are pulled through to CRM and how stock information shows in your cart – please refer to our guide on how to configure these settings.
There are several important things to note regarding the WooCommerce integration:
- Everything in WooCommerce MUST have a unique SKU e.g. all your products and variations; basically everything in the cart.
- The integration will pull through all your products from WooCommerce, you cannot selectively choose what to pull through to CRM.
- CRM will match up your cart sales with CRM Products based on the SKU – if there is no match, the system will create a new Product.
- Only published products will be imported into CRM.
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