Woocommerce Integration

Purpose:

The purpose of this walkthrough is to help you integrate WooCommerce into your CRM. 

Pre Requisites:

• Woocommerce shop page

• WF CRM 

• Security Keys 

1 - We assume that you already have a shop created with woocomerce

Open

2 - We need to create an API key

Generating API keys in the WordPress admin interface

To create or manage keys for a specific WordPress user, go to WooCommerce > Settings > Advanced > REST API.

Open

Click the "Add Key" button. In the next screen, add a description and select the WordPress user you would like to generate the key for. Use of the REST API with the generated keys will conform to that user's WordPress roles and capabilities.

Choose the level of access for this REST API key, which can be Read access, Write access or Read/Write access. Then click the "Generate API Key" button and WooCommerce will generate REST API keys for the selected user.

Now that keys have been generated, you should see two new keys, a QRCode, and a Revoke API Key button. These two keys are your Consumer Key and Consumer Secret.

save this data for later use in the Webforce CRM.

3 - Now we go to the WebforceIO CRM Integrations module

4 - We search by the name of “woocommerce” and press configure

5 - We fill out the form to create the integration

• We place an alias to identify the integration.

• We place the Consumer Key that we created in the Woocommerce account.

• We place the Consumer Secret that we created in the Woocommerce account.

• We select the default user that will receive notifications of any failure in the integration with Woocommerce.

•  We press save

6 - In the notifications tab we control the events that will trigger the sending of the lead or the labels to Woocomerce

7 - copy the url of the integration for the configuration of the webhooks

8 -  To create or manage Webhooks, go to WooCommerce > Settings > Advanced >Webhooks.

9 - Click the "Add webhook" button. In the next screen, fill in the data. This process will be done by the 3 events that you want to hear, Order Update, Order Created and Customer Created

• The webhook alias

• Select active

• Select the corresponding event of the 3 previously named

• Paste the url of the integration that is obtained in step 7

• Paste the Consumer Secret of the integration that you get in step 5

• Select WP REST API integration V3

• press Save Webhook

(remember that this step must be repeated for each of the events mentioned above, Order Update, Order Created and Customer Created)

How to verify if the integration is working:

• Perform a live transaction and a test transaction.

• Follow this walkthrough to perform a test transaction: Creating a Test Order

• After performing the transaction check your orders

To check a live order go to Orders and select the Order number as shown below

To check a Test order just go to Orders and click the Funnel icon on the top right corner

Once you have selected the Funnel icon the dropdown will appear, just select Test and Apply to view only the Test orders

Checklist:

• Woocommerce shop page

• WF CRM 

• Security Keys