FAQs in this section
What is WooCommerce?
How does WooCommerce help you?
What are the modules WooCommerce integration is available for?
What does integrating WooCommerce with Vtiger CRM sync?
What are the ways you can sync WooCommerce data with Vtiger CRM?
What are the prerequisites to integrate WooCommerce with Vtiger CRM?
What are the benefits of WooCommerce integration?
How to install the WooCommerce extension?
How to find the WooCommerce app after installing it?
How to Integrate WooCommerce with Vtiger CRM?
How to sync WooCommerce data?
What is the WooCommerce sync pattern?
What is the WooCommerce sync log?
What is the field mapping between WooCommerce and Vtiger CRM?
How to view the field mapping for WooCommerce?
What is the WooCommerce field mapping for the Contacts module?
What is the WooCommerce field mapping for the Products module?
What is the WooCommerce field mapping for the Sales Orders module?
How to configure WooCommerce Sync Settings in Vtiger CRM?
Table of Contents
After you have successfully integrated WooCommerce with Vtiger CRM, you must configure its Sync Settings in Vtiger CRM to connect it with Vtiger.
Note: Only Admin users can access WooCommerce Sync Settings in Vtiger CRM.
Follow these steps to configure WooCommerce Sync Settings:
You have now successfully configured WooCommerce Sync Settings for the Contacts module in Vtiger CRM.
Note: Only Admin users can access WooCommerce Sync Settings in Vtiger CRM.
Follow these steps to configure WooCommerce Sync Settings:
- Log in to your CRM account.
- Click the Main Menu.
- Click Essentials.
- Click Contacts. (Or Sales > Products or Inventory > Sales Orders)
- Click the Sync button. The Sync window opens.
- Under User level Connectors, look for WooCommerce.
- Click the Settings button beside WooCommerce. The WooCommerce Sync Settings screen opens
- Under Pre Sync Settings, select:
- Sync Records From - The time span you want to sync records from.
- Under System Settings, select the following:
- Debug Mode - It lets you enable or disable the storing of synced data in Debug Log.
- Background Sync Frequency - Select the duration for Background Sync Frequency.
- Conflict Resolution - Select a conflict resolution setting for updating records in the CRM if duplicate records are found during the sync process:
- Last updated record wins - Sync will update duplicate record field values to the records available in Vtiger or synced from WooCommerce depending on which of these were updated last.
- Vtiger record wins - Sync will update duplicate field values from Vtiger records to WooCommerce records. And the Vtiger records will be retained as they are.
- Service record wins - Sync will update duplicate field values from WooCommerce records to Vtiger records.
- Tax Sync Settings - This is enabled by default with the sync direction Sync from WooCommerce to Vtiger.
- Under Contacts Sync Settings, select the following:
- Sync Direction - You can choose the way you want to sync contacts between WooCommerce and Vtiger in the following ways:
- Sync from Vtiger to WooCommerce - Sync contacts from Vtiger to WooCommerce.
- Sync from WooCommerce to Vtiger - Sync contacts from WooCommerce to Vtiger
- Sync both ways - Sync contacts from Vtiger to WooCommerce and WooCommerce to Vtiger.
- Enable Contacts Sync - Enable the checkbox if you want to sync contacts from WooCommerce to Vtiger CRM and vice versa for the Contacts module else disable it.
- Sync Direction - You can choose the way you want to sync contacts between WooCommerce and Vtiger in the following ways:
You have now successfully configured WooCommerce Sync Settings for the Contacts module in Vtiger CRM.
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