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The |
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WooCommerce plugin provides the ability to pull all |
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WooCommerce products into |
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the CRM |
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Step 1 - Login to your Wordpress Admin
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When logged into the Admin site, click on “
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WooCommerce” then click “Settings” then click the “Advanced” tab to expose the “REST API” option. Click “REST API” to create your
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WooCommerce API Keys.
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2. Click “Add Key” to create your Woocommerce WooCommerce API Key.
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3. In the “Key Details” Screen make sure to enter a Description, choose a user, and ensure you select “Read/Write” for the permissions selection. Then click “Generate API Key” to finish the API key creation process.
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4. Woocommerce WooCommerce will display the API keys upon successful API Key creation. Please save these as they are required for the plugin setup in the CRM.. These API Keys become inaccessible as soon as you leave this page.
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WooCommerce calculates taxes on all imported orders by default. If planning to send orders back to WooCommerce then it is recommended to complete this step to ensure no tax is calculated by WooCommerce. Go to Settings > Tax. Create an Additional tax class zero-tax-rate. Press Save Changes. There is a now a zero-tax-rate rates link under the Tax tab. Click that link. On the subsequent page insert a row, set the rate to 0, uncheck the Compound and Shipping boxes, and press Save.
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Check the sendTaxRate box in Step 2 below.
Step 2 - Setup the CRM Plugin
Navigate to Admin → Plugins → Data Sources and click on the green “+Activate” button on the Woocommerce WooCommerce tile.
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storeURL = your
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WooCommerce store url (minus the https://)
ConsumerKey= your
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WooCommerce Consumer Key (required)
ConsumerSecret= your
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WooCommerce Consumer Secret (required)
campaignId =
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Optional. Assign your WooCommerce products to a specific campaign. If blank, a new campaign will be created when the products are pulled from
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WooCommerce.
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gatewayId =
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Optional. The
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gateway to assign to the CRM campaign products that will be created from the
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WooCommerce products. Entering a value here will save the effort of manually editing the campaign products to assign a merchant account.
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gatewayId can be found on the MID List (Merchants → MID List)
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.
sendInitialOrders = Optional. Use this to automatically send successful new orders back to WooCommerce. This will send all successful new orders on the campaign. It is advised to use the campaign for WooCommerce orders only, if sending orders back to WooCommerce.
sendRebillOrders = Optional. Use this to automatically send successful rebill orders back to WooCommerce. This will send all successful rebill orders on the campaign.
sendTaxRate = Optional. Use this to send “zero-tax-rate” tax class to WooCommerce on every order. This prevents double taxation.
syncCoupons = Optional. If checked this will sync coupons from WooCommerce every hour.
syncTaxes = Optional. If checked this will sync taxes from WooCommerce every hour.
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Step 3 - Synchronize Products
This process will pull your
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WooCommerce products into CRM .
Edit the
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WooCommerce plugin, verify the information entered, and press the blue “Sync Products” button
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When the sync is finished, navigate to CRM → Products. Edit one of the
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WooCommerce Products.
Variant detail information will not be synced from Woocommerce WooCommerce but you can easily add variants to any product synced from Woocommerce WooCommerce
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Specify a Variant Name for example, you can use Size. Then for the variant options you will specify your Size options (Small, Medium, Large).
Fill out all the relevant variant information for your products, then hit the green “Create” button to create all the variant options. For more information about Product Variations please view this article .
Step 4 - Troubleshooting Product Sync Errors
It has been discovered that most Wordpress servers are configured differently which could cause issue when syncing products. The most common error one might face when using this plugin is "sorry you cannot list resource". To troubleshoot this issue please follow the steps below.
Confirm API credentials are correct.
Confirm pretty permalinks are enabled in your WP settings. If not please follow this guide to ensure you’re permalinks are configured correctly.
If updating your credentials and/or updating your store’s permalinks did not resolve this issue then it is safe to say that this issue might be caused by the way your Wordpress server is configured more specifically your server is not passing authorization headers to Wordpress.
Make sure your server is passing the authorization headers to wordpress.
Test by passing in key and secret via url rather than headers to confirm the issue
eg:
https://your-store-url.com/wp-json/wc/v3/products?consumer_key=XXXX&consumer_secret=XXXX
If pasting this URL into your browsers yields a proper result then it confirms that there is an issue with your wordpress server configuration.
Before Adjusting your Server Configuration please ensure you take proper back-ups of your server configuration so you can easily roll back changes if they are no longer needed.
Apache Server
If your Wordpress site is running on an Apache web server follow these steps to resolve this issue
For eg if you have .htaccess add these lines, if you do not have an .htaccess file create one like so.
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supporting links
https://wordpress.org/support/topic/woocommerce-rest-api-error-401/
https://github.com/woocommerce/woocommerce/issues/19649
Before Adjusting your Server Configuration please ensure you take proper back-ups of your server configuration so you can easily roll back changes if they are no longer needed.
Nginx Server
If your Wordpress site is running on an Nginx web server you will not have an .htaccess file and will not be able to edit it like mentioned above. Please follow the below steps to resolve this issue.
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