After installation the module will help to upload already existing orders and customers to the system.
This module will allow to:
Please note that when updating customer data in the system, the data is taken from the “Delivery” block on the WooCommerce side.
Important! If you import orders into the system on version 6, the orders created for the last 7 days are tariffed. If the system is on version 7 and has a “Professional” tariff, the orders are not tariffed. Also, we recommend to disable all triggers for sending e-mail and SMS messages when importing an archive.
Create an online store in the system prior to installing the module. The store is created in Administration > Stores. (Do not create the store if you created it previously).
Then you should create an API key. Enable for it all methods of the “Integration” section and give access only to the store which is to be integrated.
The key is created in the section Administration > Integration > API Access Keys.
Read more about key management in the section “Key creation and editing”.
Open the “Plugins” section and click the “Add new” button. Enter “Retailcrm” in the search bar. Find the “Woocommerce RetailCRM” plugin and click the “Install” button.
After installing the plugin, the “Activate” text will appear. Activate the plugin and the page with the list of installed plugins will be opened.
When the module is activated successfully, open the WooCommerce settings.
Select the “Integration” tab in the WooCommerce settings. If you installed other integrations, select the “RetailCRM” tab. The plugin settings page will be opened.
First of all, specify the address of your system (for example, https://test.retailcrm.pro), the previously created API key and select the API version you are using (v5 is available only for the system which is on version 6.0 and higher).
Tick the product statuses which should be added to the catalog.
Click the “Save” button. Settings for mapping of fields between the online store and the system will become available.
Check if there are the necessary values of the fields in the system which correspond to the fields of the online store. If they are not enough, add them in the section Administration > Data books.
Also, it is possible to connect Daemon Collector which will display the user’s online status on the site.
The value from your system settings of Daemon Collector is specified in the “Site key” field.
When settings on the mapping of fields and other settings are configured, click the “Save” button once again.
The product catalog is generated when the plugin is activated here: http://yoursite.com/retailcrm.xml, where yoursite.com is the address of your site.
This URL of the catalog should be inserted into the URL field of ICML file to synchronize the catalog of the store with the system.
Note: the catalog will be generated automatically by means of wp-cron every 3 hours. History is also uploaded via wp-cron every 5 minutes.
If there are customers and orders in your store, you can upload them to the system. Click the “Upload” button for this.
Important! We do not recommend using this functionality if you have a lot of orders in the store (more than 700-800 orders)
Also, if you would like to synchronize stock balances of the system with the store, enable the option “Synchronization of the stock balance”. If this option is enabled, the store will update information on the stock balances from the system every 15 minutes.
Note: if synchronization of the stock balances is enabled, the module will automatically enable the stock management as applied to each product offer in the store; this means that if the product is not in stock, it cannot be selected on the site. Do not enable this synchronization if you are not sure in the relevance of information on the stock balances in the system.