Here are the global settings you can configure for your WooSync found in Jetpack CRM > CRM Settings > WooSync page:
- Add Shipping Address – will store the shipping address to the CRM contact’s second address fields
- Tag Contact – the CRM contact will be tagged with the purchased item/product name
- Tag Transaction – the CRM transaction will be tagged with the purchased item/product name
- Tag Invoice – the CRM invoice will be tagged with the purchased item/product name
- Order Trash action – choose what should happen when an order is trashed in WooCommerce: “do nothing”, “change transaction/invoice status to Deleted”, or “delete transaction/invoice, and add log to contact”. Note: Not importing trashed transactions is expected behaviour. Importing a non-trashed transaction and then doing something when it’s trashed is what these settings are for.
- Order Delete action – choose what should happen when an order is deleted in WooCommerce: “do nothing”, “change transaction/invoice status to Deleted”, or “delete transaction/invoice, and add log to contact”. Note: Not importing trashed transactions is expected behaviour. Importing a non-trashed transaction and then doing something when it’s trashed is what these settings are for.
- Include Coupon as tag – include any used WooCommerce coupon codes as tags
- Create Invoices from WooCommerce Orders – will create invoices from your WooCommerce orders. Reference will indicate it’s related to a woo order.
- Show Invoices on My Account – Your Invoices tab will be shown on WooCommerce My Account page
- Product tag prefix – enter a tag prefix for product tags. See below screenshot on what it looks like.
- Coupon tag prefix – enter a tag prefix for coupon tags. See below screenshot on what it looks like.
- WooCommerce My Account – enter a comma-separated list of Jetpack CRM custom fields to let customers edit these on WooCommerce My Account page (e.g. custom-field-1,other-custom-field). Note: Make sure you’ve created a custom field from Jetpack CRM > CRM Settings > Custom fields and enter the same slug.