What is WooCommerce Import & Sync?
This functionality enables store owners to effortlessly import and synchronize their Products and Collections from WooCommerce into CRM. While previous versions only supported importing orders, contacts, and transactions, this update extends the capabilities to include complete product and collection migration, simplifying WooCommerce store management within CRM.
Key Benefits of WooCommerce Import & Sync
Effortlessly manage and sync your WooCommerce store with CRM.
- Full Store Migration: Import and sync all products, collections, contacts, orders, and transactions.
- Automated Syncing: Keep product and collection data updated in real time.
- Seamless Store Management: Control all store-related data directly from CRM.
- Improved Data Integrity: WooCommerce remains the source of truth, ensuring accurate and consistent data.
- Efficient Error Handling: Automatic reconnection support in case of authentication errors.
How to Use WooCommerce Import & Sync
Follow these steps to connect your WooCommerce store and start syncing data.
- Access the Integration Settings
- Navigate to Settings > Integration > WooCommerce inside your CRM sub-account.
- Connect Your WooCommerce Store
- Click “Connect” and enter your WooCommerce store URL (e.g., https://yourstore.com – no trailing slash).
- Follow the prompts to complete the setup.
- Select Data to Import
- Choose what to import, including:
- Contacts
- Orders
- Transactions
- Products
- Collections
- Choose what to import, including:
- Configure Sync Settings
- Set up continuous syncing for:
- Contacts
- Orders
- Transactions
- Order Submitted Trigger
- Payment Received Trigger
- Products
- Collections
- Set up continuous syncing for:
- Complete Setup & Manage Settings
- Click Save to start the import and sync process.
- Enable or disable specific sync options anytime from the integration settings.
- Reimport Data Anytime
- Need to reimport data? Disconnect and reconnect the integration to pull fresh data.
Product & Categories Import Guidelines
Understand the criteria for product and category imports.
- Only Simple & Variable products will be imported; other product types are excluded.
- Products with a $0 price or no variants will not be imported.
- The “Include in Online Store” toggle is enabled only for published products.
- WooCommerce remains the source of truth for product information.
- Only categories linked to products will be imported; unlinked categories are ignored.
- Product/category deletions won’t sync to CRM.
Additional Improvements: More Power & Stability
Enhancements for a smoother and more efficient integration experience.
- Complete Order Imports: Orders with linked products and images are now fully imported.
- Better Error Handling & Reconnection Support:
- If authentication errors like 401 (Unauthorized), 403 (Forbidden), or 404 (Not Found) occur, the integration will switch to reconnect mode.
- Sub-account admins will receive an email with clear steps to restore the connection.
- Enhanced Syncing Efficiency: Faster and more reliable data imports and syncing.
- Stronger Data Integrity: Ensures WooCommerce remains the single source of truth, reducing mismatches.
Frequently Asked Questions
Q: Can I import all types of WooCommerce products?
A: No, only Simple & Variable products will be imported. Other product types are not supported.
Q: Will product deletions sync to CRM?
A: No, product and category deletions in WooCommerce will not be reflected in CRM.
Q: How often does data sync between WooCommerce and CRM?
A: The sync process runs continuously based on the settings configured in the integration panel.
Q: What should I do if my WooCommerce connection fails?
A: If you encounter authentication errors, the integration will switch to reconnect mode, and an admin email will provide steps to restore the connection.
Next Steps
Start using WooCommerce Import & Sync today to streamline your e-commerce management! Connect your store and take advantage of this powerful integration to keep your store data up to date.