WooCommerce integration
General information
Integration with WooCommerce goes in these directions:
- Contacts (WooCommerce -> Hanna);
- Invoice items (WooCommerce <-> Hanna, from Hanna to WooCommerce and vice versa);
- Orders (WooCommerce -> Hanna).
Contacts
All orders that are synched from WooCommerce are assigned to contacts.
- If the contact is already existing in the system and makes a second order, the system will recognize the contact and assign the order to them.
- If the contact does not exist in the system, it will check contacts by the company code, phone number and email and assign order accordingly if the match is found.
- All orders came from WooCommerce are assigned to contacts only. If the system has a registered lead with the same contact information as it is given in order, the system will not create new order/contact.
Invoice items
Invoice items can travel in all directions - both ways between Hanna to WooCommerce, from or to Hanna. You can decide whether to export only item balances from Hanna to WooCommerce.
When WooCommerce -> Hanna direction is selected, the system will update item name, description, price, weight, item pictures and categories in accordance with synched data.
Orders
The system can save orders as Invoices or Opportunities.
If orders are saved as Opportunities, specify whether the opportunity should be automatically converted to Pre Invoice and/or Invoice.
You will also need to specify the opportunities process and stage - these fields are mandatory.
In order to create orders, it is mandatory to specify the sales document number. For this, you will need to create a new opportunity/invoice number to store orders from WooCommerce. More information on how to do this, can be found here.
Enabling WooCommerce integration
To enable the WooCommerce integration, contact us at support@hannacrm.lt We ask you provide us:
- E-store (webpage) address;
- Consumer Key;
- Consumer Secret.
Consumer Key and Secret should be generated in the WooCommerce WordPress - Settings - Advanced REST API.
- Enter admin in the Description field.
- Select Read/Write in the Permissions field.
- Click on the button Generate API Key.
When API Key is generated, sent the link to us with the request to enable the integration.