The WooCommerce integration feature simplifies the process of migrating and managing WooCommerce store data, allowing store owners to efficiently import contacts, orders, and transactions. Use this feature to effortlessly import and synchronize your WooCommerce store data into your account.

Setting Up WooCommerce Integration #

Access the Integration Settings #

Navigate to the Settings section within your account and locate the Integration tab. From there, click the Connect button within the WooCommerce tile to initiate the setup process.

Connect Your WooCommerce Store #

A pop-up modal will appear, prompting you to enter your WooCommerce store URL without a trailing slash (for example, https://yourstore.com).

Select Data to Import #

In the next step, you will be directed to the Import Elements screen, where you can choose which data to import from your WooCommerce store. The available options include:

• Contacts
• Orders
• Transactions
• Products and Collections

Note: If these items are partially imported, you will need to disconnect and then reconnect the integration to import them. Disable all options to skip this step.

Configure Syncing Settings #

The final step takes you to the Sync Settings screen, where you can specify which data you wish to sync continuously in the future. Options available for syncing are:

• Contacts
• Orders
• Order Submitted Trigger
• Transactions
• Payment Received Trigger
• Products and Collections

After configuring your desired import and sync settings, click Save. Please note that the import and sync process may take some time to complete based on the volume of data. Click Approve to grant the permissions needed for the CRM connection.

Manage Sync Preferences #

Once the WooCommerce integration is successfully connected, you can manage your settings to enable or adjust ongoing syncing for contacts, orders, transactions, products, and collections.

Start optimizing your WooCommerce store management today by setting up this seamless integration.

Important Notes #

• Only customers with the roles "customers" and "subscribers" will be imported.
• If the Contact Sync option is disabled but Order Sync is enabled, contacts will still be created for orders placed.
• Customers using the guest checkout option will be added as contacts, but no updates or future syncs will occur for these guest accounts.
• Order status mappings when syncing: Completed or Refunded in WooCommerce maps to Completed; Cancelled or Failed maps to Cancelled; all other statuses map to Pending.
• Only Simple and Variable product types will be imported; all other product types will be excluded.
• Products with a price of 0 or no variants will not be imported.
• The "Include in Online Store" toggle will only be enabled for published products, while all other products will have it disabled.
• Only categories linked to products will be imported; unlinked categories will be excluded.
• Product and category deletions will not be synced.

Frequently Asked Questions #

What data can I import from WooCommerce? #

You can import contacts, orders, transactions, and products and collections. You choose which of these to bring over on the Import Elements screen during setup.

How do I import items I skipped initially? #

If items are only partially imported, disconnect and then reconnect the integration to import them. You can disable all options to skip the import step entirely.

Which customers get imported as contacts? #

Only customers with the "customers" and "subscribers" roles are imported. Guest checkout customers are added as contacts but are not updated or synced going forward.

How are WooCommerce order statuses mapped? #

Completed or Refunded maps to Completed, Cancelled or Failed maps to Cancelled, and all other statuses map to Pending.

Which product types are supported? #

Only Simple and Variable product types are imported. Products priced at 0 or without variants, and all other product types, are excluded.

Are deletions synced back to my CRM? #

No. Product and category deletions in WooCommerce are not synced. Only categories linked to products are imported, and unlinked categories are excluded.