WooCommerce is the most popular online shop system in the world, and 1CRM is an amazing CRM for businesses of all sizes. Get the best of both worlds with the new 1CRM-WooCommerce integration included free with 1CRM Enterprise Edition!
WooCommerce is the most popular online shop system in the world, and now 1CRM and WooCommerce have joined forces to include a free integration with 1CRM Enterprise Edition. WooCommerce is a plugin for WordPress – the most popular Content Management System in the world. For the full documentation on this integration, read section 7.8 in the Implementation Guide.
The core features of the integration include:
- Automatically create Accounts and Contacts in 1CRM from WooCommerce order data
- Sync WooCommerce orders to 1CRM Sales Orders or Invoices and link them to the correct Account and Contact
- Sync order status changes back to WooCommerce from 1CRM
- Sync products and categories from 1CRM to WooCommerce
- Sync products and categories from WooCommerce to 1CRM
- Sync Account/Contact address changes from 1CRM to WooCommerce
- Sync historical WooCommerce Account and Order data to 1CRM
To begin, you will need to download/implement WordPress and install the WooCommerce plugin. This integration is compatible with WooCommerce version 3.8 and WordPress version 5.2.4, or later. You will also need to have an active subscription to 1CRM Enterprise Edition, Release 8.6 and later.
If you already have those, then you are ready to setup your 1CRM-WooCommerce integration!
- Step 1: Log into your 1CRM, navigate to the Admin screen, and select WooCommerce integration. Toggle on the Enable WooCommerce control, and a set of configuration options will appear.
- Step 2: Set the WooCommerce URL and the API Consumer Key and API Consumer Secret. Note: You will get the API Consumer Key and API Consumer Secret values from your WooCommerce system within WordPress administration. Go to WooCommerce > Settings > Advanced, and follow the instructions here to get the WooCommerce REST API ready for use. It is critically important that you set permissions for the new API key to Read/Write.
- Step 3: Click on the Test Connection button to see if those basic settings to establish your connection with WooCommerce are working. If they are, you’ll see the message: Successfully connected with WooCommerce.
- Step 4: Continue to set the rest of the configuration values as desired, and click Save.
- Step 5: The 1CRM Scheduler has a Scheduler task (Synchronize with WooCommerce) for the WooCommerce sync, and this will perform all the sync actions from 1CRM to WooCommerce. You should make sure this scheduler task is enabled if you are using the WooCommerce Sync (and disabled if not!).
- Step 6: Download the 1CRM Implementation Guide and explore section 7.8 to learn more about how the 1CRM Scheduler works with this integration, and what all the configuration options mean (which ones are right for you!).