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 configure WooCommerce Sync Settings in Vtiger CRM?
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 sync WooCommerce data?
Table of Contents
After you have successfully configured WooCommerce Sync Settings in Vtiger CRM, you need to sync contacts, products, sales orders, and taxes between WooCommerce and Vtiger CRM.
The WooCommerce Sync Log displays the sync date, time, module, and the following contact, product, sales order, and tax records that were successfully synced between WooCommerce and Vtiger CRM.
Follow these steps to sync data between WooCommerce and Vtiger CRM:
Note: Every time you create, update or delete a contact, product, sales order, and tax record in WooCommerce or Vtiger CRM, you will have to follow the above sync procedure to mutually sync data between WooCommerce and Vtiger CRM.
The WooCommerce Sync Log displays the sync date, time, module, and the following contact, product, sales order, and tax records that were successfully synced between WooCommerce and Vtiger CRM.
Follow these steps to sync data between WooCommerce and Vtiger CRM:
- 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 Sync Log button beside WooCommerce. The WooCommerce Sync Log window opens
- Click the Sync Now button to sync contacts. The WooCommerce Sync Log window opens up.
- The WooCommerce Sync Log displays the sync date, time, and the modules that were synced between WooCommerce and Vtiger CRM. It also displays the following statuses for the synced records:
- Created - Records that are created and saved in WooCommerce or Vtiger CRM.
- Updated - Records that are updated and saved in WooCommerce or Vtiger CRM.
- Skipped - Records that are skipped because they have errors or because mandatory fields in WooCommerce or Vtiger CRM are empty.
- The WooCommerce Sync Log will display the sync results (in numbers) - the modules that were successfully synced for the available records.
- Clicking the numbers will open the Records Created in Vtiger window that displays the record details such as Source Module and Record Name.
- For example, clicking the sync result for a module (SalesOrder) under the record status (Created) will open the Records Created in Vtiger window that displays the Source Module and the Record Name.
- Clicking the Record name will direct you to the respective record.
- Clicking the Download As CSV tab will download the source modules and record names to a CSV file.
Note: Every time you create, update or delete a contact, product, sales order, and tax record in WooCommerce or Vtiger CRM, you will have to follow the above sync procedure to mutually sync data between WooCommerce and Vtiger CRM.
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