How to Integrate WooCommerce with Vtiger CRM?

In this section let us learn how to integrate WooCommerce with Vtiger CRM.
Integrating WooCommerce with Vtiger CRM requires: 

• Step 1: Retrieving WooCommerce Consumer Key and Secret 
• Step 2: Integrating WooCommerce with Vtiger CRM

Step 1: Retrieving WooCommerce Consumer Key and Secret
Follow these steps to retrieve the WooCommerce consumer key and secret:

1. Log in to your WordPress account. The home screen opens.
2. Click WooCommerce from the menu bar present on the left corner of the screen.
3. Click Settings.
4. Click the Advanced tab.
5. Click REST API.
6. Click the Add key button.
7. Enter or select your following WooCommerce key(account) details:
   1. Description - A name for your account.
   2. User - Your user ID.
   3. Permissions - Choose a suitable permission.
8. Copy the following to a Notepad or a document by clicking the Copy icon:
   1. Consumer key
   2. Consumer secret

You have now successfully retrieved the WooCommerce consumer key and secret. 

Step 2: Integrating WooCommerce with Vtiger CRM

Follow these steps to integrate WooCommerce with Vtiger CRM:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Click Essentials. 
4. Look for Lead & Contact Management.
5. Click Contacts. (Or Sales > Products or Inventory > Sales Orders)
6. Click the Sync button. The Sync window opens.
7. Under User level Connectors, look for WooCommerce.

Note: (If WooCommerce is unavailable under User level Connectors, click View available connectors in the Sync window.)

8. You will find the Sync Log and Settings buttons for WooCommerce.
9. Click the Settings button. The WooCommerce Sync Settings screen opens.
10. Under Sync Settings, enter the following:
    1. App Url - The WordPress ID. You will need to copy the WordPress ID (URL) and paste it in the App URL field. 

 

2. Follow these steps to retrieve the WordPress ID:
   1. Log in to your WordPress account.
   2. Go to the address bar in your browser.
   3. Copy the WordPress ID to a Notepad or a document as shown above.
   4. Go back to the Vtiger CRM Contacts module > WooCommerce Sync Settings.
   5. Paste the WooCommerce ID in the App Url field.
3. Paste the following details copied from the WooCommerce portal:
   1. Consumer Key - Consumer key
   2. Consumer Secret - Consumer secret

11. Click Save. If sync settings are saved successfully, the Success notification is displayed.

You have now successfully integrated WooCommerce with Vtiger CRM.