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How to change the default contact status of imported WooCommerce customers

In WooCommerce Sync, all contacts imported will be added with the default status of Lead unless you’ve changed that setting.

Adjust Order Status Mappings

You can define each WooCommerce order status to map to a specific contact status. This is useful to track contacts through your funnel or to see whether there is a bottleneck at a particular status (e.g. processing).

These settings can be found in Jetpack CRM Settings > WooSync:

Once you’ve set these up, new contacts will be created with a status based on the new mapping configuration.

What if I’ve already imported contacts with the incorrect status?

You may have accidentally synced your store before mapping these statuses, resulting in all your contacts showing the status of Lead.

To fix this, you can restart the sync from the WooCommerce Sync hub. This will not duplicate existing orders but it will update your customers to have the correct status relevant to their order.

Updated on May 23, 2022

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