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WooSync imported all Customers as Lead Status

In WooSync, if you do not set the settings to map your orders (as shown below) all contacts imported will be added with status default (and default status is Lead, unless you’ve updated that setting).

Choose Order Status Mappings

In Jetpack CRM you can define which of your custom statuses you want to map each WooCommerce order status to. This is useful for tracking contacts through your funnel and seeing whether there’s any bottle neck at a particular status (e.g. processing).

Once you’ve set these up, you should then sync your store to Jetpack CRM (you can also choose to tag the contact with the item name).

You can edit your customer status options via Jetpack CRM Settings -> Field Options tab.

Accidentally sycned before mapping

You may have accidentally synced your store before mapping these statuses. This can mean that all your contacts come into the CRM as Leads (when in reality there are a mix of statuses).

You can re-run the order sync by clicking the link highlighted below (after mapping your statuses in the settings)

This will not duplicate any orders but it will update your customers to have the correct status relevant to their order.

Updated on June 4, 2020

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