As of Jetpack CRM v.5.0.0, custom fields created in the Checkout Field Editor (Checkout Manager) for WooCommerce plugin can be synced with Jetpack CRM WooSync. To ensure it will sync properly, follow the guide below on setting up the custom fields.
Custom Fields in Jetpack CRM
First, create a custom field in Jetpack CRM, which corresponds to the WooCommerce Checkout Add-On. You can follow these steps to do that:
- Log into the site’s WP Admin dashboard.
- Go to Jetpack CRM > CRM Settings > Custom Fields to create the custom field.
- Scroll down and click the “Save Custom Fields” button.
You can find detailed instructions for creating custom fields here.
After creating a custom field, you will see the custom field name at the top left of the custom field’s box. The custom field slug will be shown in teal below the custom field name.
For example, in the image below “Billing Test” is the custom field name, and “billing-test” is the custom field slug.
Custom Fields in Checkout Field Editor (Checkout Manager) for WooCommerce
Next, add the Jetpack CRM custom field slug to Checkout Field Editor (Checkout Manager) for WooCommerce by following these steps:
- From the site’s WP Admin Dashboard, go to WooCommerce > Checkout Form.
- When creating or editing a Checkout Field, enter the Jetpack CRM custom field slug as the Checkout Field name.
For example, in the image below, “billing_test” is the Jetpack CRM custom field slug, and has been entered as the name of the Checkout Field Editor (Checkout Manager) for WooCommerce Checkout Field.
For more information on setting up and configuring custom fields in Checkout Field Editor (Checkout Manager) for WooCommerce extension, please check their guide here.
Note: You may also use a text with an underscore (billing_test) in Checkout Field Editor (Checkout Manager) for WooCommerce and it should still sync fine. Jetpack CRMÂ custom fields follow the WP slug convention, thus the CRM custom fields use hyphen in slugs.