Connect Multiple WooCommerce stores to Jetpack CRM

From Jetpack CRM V5.2 it has been possible to synchronise data from multiple WooCommerce Stores directly into a single Jetpack CRM instance with no extra plugins. If you’re running an older version of our plugin, we recommend you upgrade today (but we’ve left the guide on connecting pre v5.2 below).

More great news, it’s now even easier to connect more WooCommerce Stores to your CRM; you no longer need API keys!

Connecting Multiple Woo Stores to one CRM:

To add multiple connections, simply follow the steps on the guide for adding WooCommerce Store Connections as many times as you need to, each time click “Connect another store”:

Adding a WooCommerce Store Connection in WooSync

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Connecting WooCommerce to Jetpack CRM (Before v5.2)

This article looks at the steps you need to take if you want to connect multiple external WooCommerce stores to a single Jetpack CRM install when you are running an older version of Jetpack CRM.

Again, note that this part of this guide is only for the Jetpack CRM version v5.1 and below, please skip to the top of this page for the up-to-date guide.

Setup requirements

CRM Site:

• Jetpack CRM
• API module enabled
• WooCommerce Sync module enabled (only needed if importing history)

External WooCommerce sites

• WooCommerce
• API Connector for Jetpack CRM (do NOT install the core Jetpack CRM plugin on this site.)

External Site Setup

From your External site, install and activate API Connector for Jetpack CRM. Do not install the core Jetpack CRM plugin.

In the WP Admin menu, select Jetpack CRM API:

Get the API endpoint, API key, and API secret from the CRM site. You will use them to configure the API Connector installed on the external WooCommerce site(s).

Once you’ve added the API key and secret from the CRM site, and added a unique order prefix for that site, any customers and transactions added from that point forward will sync to your CRM.

Save changes. You should see a successful connection message:

Order prefix

The order prefix setting allows you to give your order reference numbers a site-specific prefix. If you are connecting multiple external WooCommerce sites, the unique order prefix is a good way to distinguish between orders from different sites, since they might otherwise have identical order numbers. Each WooCommerce site should use its own unique order prefix.

For example, if you have two WooCommerce sites, and both sites have an order number 1234. As those are two separate orders on two separate sites, the order prefix ensures WooCommerce Sync doesn’t overwrite one site’s order 1234 with the other site’s order 1234.

Note: You should not install Jetpack CRM on the external sites, and API Connector should only be installed on the external WooCommerce sites.

Connect External Site to CRM Site

Once you have your external site showing a successful connection to your CRM site, head back to the CRM site, and go to Jetpack CRM -> WooSync.

Click on WooSync Connections, then Connect Another Store.

Add the main URL of your external site. Do NOT add a URL which contains something like /shop or /store.

After clicking on Connect Store, you’ll be redirected to your external site, which wants permission to connect to your CRM site.

Click Approve, and you’ll return to the WooSync Settings are of your CRM site:

Importing order history

Currently, WooCommerce Sync lets you import customer and order history to your CRM site one site at a time.

You do not need to keep the WooCommerce Sync module active after importing each external site’s history, as the API Connector will keep the CRM up to date.

Note: Be sure the site’s order prefix in the API Connector and the WooCommerce Sync module match when importing to prevent duplicates when syncing.

Troubleshooting

If, when attempting to connect your store, you get a 404 error, it means you’re using an incorrect URL. The URL must be the main address for your site, and not include any additional information, such as mysite.com/shop or mysite.com/store.

Example setup

Here’s an example set of steps assuming a CRM site (examplecrm.com) and two external WooCommerce sites (woosite1.com and woosite2.com), including importing WooCommerce history:

1. Set up the CRM site:
   • Install Jetpack CRM
   • Activate the API module.
   • Generate a CRM API key and note the endpoint, key, and secret.
   • Activate the WooCommerce Sync module.
2. Set up woosite1.com:
   • Install API Connector for Jetpack CRM.
   • Configure the API Connector with the API settings found in step 1.
   • Enter a site-specific prefix (e.g. woosite1) in the API Connector settings.
   • Activate the WooCommerce API.
   • Generate a WooCommerce API key and make note of its settings.
3. Return to the CRM site:
   • Go to the WooCommerce Sync settings.
   • Ensure the module is set to “External website”.
   • Enter the Woo API settings and the order prefix (woosite1) from step 2.
   • Go to the WooCommerce Sync hub and run the importer.
4. Set up woosite2.com:
   • Install API Connector for Jetpack CRM.
   • Configure the API Connector with the API settings found in step 1.
   • Enter a site-specific prefix (e.g. woosite2) in the API Connector settings.
   • Activate the WooCommerce API.
   • Generate a WooCommerce API key and make note of its settings.
5. Return to the CRM site:
   • Go to the WooCommerce Sync settings.
   • Update the Woo API information and the order prefix (woosite2) to match those from step 4.
   • Go to the WooCommerce Sync hub and run the importer.
   • Deactivate the WooCommerce Sync module.