Make sure to enable WooComerce Sync module first from Jetpack CRM > Core Modules.
Accessing WooSync tool
You can access WooSync tool from:
- Jetpack CRM > WooSync, or
- CRM Dashboard Tools > WooSync.
WooSync Setup Wizard
When you first access WooSync, you will need to go through a setup wizard. Let’s go through the steps:
1. Choosing a Setup Type
Select the appropriate option for your setup type: WooCommerce is installed on the same website or an external site.
2. Providing API Keys
If you have chosen that WooCommerce is installed on the same website in the previous step, you don’t need to enter any API keys here. You may proceed to the next step.
If you have chosen that WooCommerce is installed on an external site in the previous step, you will need to enter your external WooCommerce site URL where WooCommerce is installed and WooCommerce API information. To get WooCommerce API keys, you can follow our guide here.
3. Enabling Optional Features
These WooCommerce settings can always be changed in Jetpack CRM > Settings > WooSync.
4. Completing Setup
Click “Finish” to complete your setup.
From here, you can either Review Settings to customize, such as changing default Customer status mapping or Start Importing to import your customers, transactions and orders.
FAQ
Check out our FAQ page for WooSync!