WooCommerce Integration Setup
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WooCommerce Integration Setup tutorialOverview tab
Configuring and Managing Data
Viewing the Connection Log
- Contact us: Our team can advise if your plugins or extensions are known to cause issues with the WooCommerce Integration - for any questions, please submit a case to our Experience Team.
Setup Checklist: WooCommerce
1. Store URL format: The URL must include the full path to your WooCommerce store's homepage.
2. Product Settings in Unleashed: Ensure all products you wish to sync are set to 'Sellable' in Unleashed.
3. Product records in WooCommerce: Check the 'Manage Stock Level' setting is enabled in each of your WooCommerce product records.
4. Tax codes and rates:The tax code in Unleashed must match the Tax Name / Label in WooCommerce, and the Tax Rate must match.
5. Guest customer setting: Ensure you set up a Guest Customer in Unleashed to sync with your WooCommerce Guest Customers.
Find WooCommerce in the Unleashed menu under eCommerce Hub
- Go to eCommerce Hub | WooCommerce
- From the Integration Store, you can set up and configure your integration
- Click on the WooCommerce tile
WooCommerce Integration Setup tutorial
Overview tab
Going to the Overview page for the first time you will have to be the billing owner to subscribe to the service. The first 30 days are complimentary to help you get it all setup and tested.
1. Once your account has subscribed to the service, in the Store URL field, paste the URL of your WooCommerce store. Ensure there is no https:// prefix, and no forward slashes / that indicates subdirectories or sub-folders.
2. Click on the Install button
On this page, you will also find more information about WooCommerce and its integration with Unleashed.
3. Provide your Admin login details to your WooCommerce store:
4. If the URL and login details are valid, the following window will display. To complete the link, click on the Approve button:
5. Once activated, the store URL will be displayed on the Integration page and new tabs will be displayed. The inactive buttons indicate that the setup has not been completed. Click on the Configuration tab to complete the integration:
Configuration
Use the Configuration tab to set up the import/export settings for your shop:
Once all fields are configured, the Save Configuration button will become active and you will be able to finish your integration setup:
Use the Configuration tab to set up your initial integration. It is recommended to use these options only when you start the integration process because all the records are imported/exported. You must use the options on the Configuration tab for subsequent import/export to speed up the process.
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SOH count: You have the option to display aggregated SOH count across all warehouses or just a single warehouse into WooCommerce. (When connecting your Sandbox Unleashed account it is recommended that you first export your current SOH out of WC (especially if this is your current source of truth), then import this into the sandbox as a SOH Import or Stock Count (depending on the maturity of the account).
This way the SOH will match so when you connect and Unleashed 'updates' the stock it won't matter that it's overridden.)
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Guest Account Mapping: This configuration will determine which Unleashed Customer Record is to be used when importing Guest Orders or Orders without a recorded Customer in WooCommerce. This will be a free-text field with a tooltip and the input should be the guest customer's Customer Code. NOTE: Please ensure you have created this guest customer in your Unleashed account. Also bear in mind that the Guest Customer will not sync the contact name and phone number from WooCommerce into Unleashed's Sales Order.
- Order Warehouse Mapping: Configure which warehouse is the default for WooCommerce Sales Orders
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Unleashed Order Status: Indicate the standard status to be used for importing all WooCommerce Sales Orders. The available statuses are: Parked, Placed and Completed
Note: When using the import missing orders under the data management tab the system will search all Processing and Completed orders to find missing ones for the period (Max last 30 days)
NOTE: If the Import status is set to "Complete" and there’s not enough stock the log will display an error even with a successful import.
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Product Price Sync: Enable to sync product pricing from Unleashed to WooCommerce.
Product Price Sync configuration Behaviours Enabled (toggle ON) - Existing products: sync occurs from product updates in Unleashed - either through clicking the save button from the product page or through a product csv import
- New products: Price is mapped as products are exported to WooCommerce during product export
Disabled (toggle OFF) - Existing Products: no sync/updates
- New Products: not mapping the price when exported products to WooCommerce
- The selected Sell Price Tier will be applied to products in Woocommerce upon product update/export IF the product price sync is enabled.
- When the product's Sell Price Tier is blank/not defined then we export the Default Sell Price of that product
- Changes will reflect on new products AND when updating existing products
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When product price sync is disabled, no product sell price tier update
- Export Product Status: Not Applicable for WooCommerce integration at this stage.
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Customer Type Option in the WooCommerce Configuration
This feature pulls information from your system's Customer Types settings, which can be accessed via Settings > System > Customer Types.
Default Setting:
The default setting for the Customer Type dropdown will be blank.
Application of Customer Type:
- New Customers: When a new customer places an order through WooCommerce, the selected Customer Type will be applied to them.
- Existing Customers: If an existing customer places an order and they have no or a blank Customer Type, the selected Customer Type will be applied to their order.
Note: This setting will not overwrite the Customer Type for repeat or existing customers who already have assigned values for their Customer Type.
Data Management
Use the Data Management tab to manage your ongoing integration, allowing you to import missing orders from WooCommerce.
Simply select a Start and End date and click on the Find button. Missing orders will be listed – select the ones you want to import and click on the Import button.
Note:
- The date range will be restricted to a max of 1 Month (31 days)
- The start date must be within one month prior to the current day's date
- The Missing Orders field will display a maximum of 100 orders with the oldest orders first
Connection Log
Use the Connection Log to review any data exchange activities between Unleashed and WooCommerce and fix errors, if any.
The logs record only the last 7 days of activity displaying 20 activities per page. The following filters can be used on the Log Level:
- ALL - displays both 'ERROR' and 'INFO' logs
- INFO - displays any completed actions such as products import and update and orders imported successfully. SOH updates are scheduled for every 15 minutes. When a new product is added to Unleashed it will also trigger a sync and create that product in WooCommerce.
- ERROR - displays any failed imports or product errors and the Log message would suggest what action to take to fix it. If you are unsure on how to resolve these, please submit a case to our Experience Team.