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Connecting with WooCommerce

 

Connecting Tall Emu 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.

  • Description – Tall Emu (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 Main Menu, then select Integrations from the Admin menu.

  • Then, click Activate beside the WooCommerce menu item.

WooCommerce settings in Connections

  • Enter the API and secret as you just created in WordPress.

Configuring WooCommerce sync settings

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

  • URL – this is simply your stores web address. Copy and paste the URL your customers would use to access your store/site.
  • 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 many 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 – 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.
  • Basic Authentication – 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.
  • 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.

Note that if after successfully connecting you see an error message (as per the screenshot below), click on the Import All button to manually force an import, which will resolve the error.

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