WooCommerce

IN THIS GUIDE

Integration Setup
Troubleshooting Connection
Downloading Orders
Manually Importing Orders
Importing Inventory Items
Common WooCommerce Errors
Events and Actions in the Rule Builder

This guide will go over the WooCommerce integration settings in Order Desk.

These settings can be accessed from the left sidebar underneath the Integrations menu once the integration has been enabled on your Order Desk store.

Integration Setup

To begin, you'll need to first go into WordPress. Under WooCommerce click on Settings and then click on the API tab. Make sure that the Enable the REST API setting is checked.

Once that's done, come back into Order Desk and connect your WooCommerce account by clicking on Manage Integrations under the Integrations menu in the left sidebar.

Under the Shopping Carts tab, find WooCommerce and click Enable. Fill out your account details to enable the connection.

You will get a link to authorize Order Desk to connect to your site. If this doesn’t work, you can create the authorization keys yourself and input them into Order Desk directly. All keys should be Read/Write.

Tip: Order Desk requires WooCommerce 2.6 or above.

Troubleshooting Connection

If you are unable to connect Order Desk to your site, first check that the URL you entered is consistent with the WordPress URL settings.

If you still aren't able to connect, go back into your WordPress account and click on Settings > Permalinks in the WordPress admin. Loading this page will rebuild your permalinks and can fix a corrupted permalink problem. Be sure that you are using a permalink method like “Post Name” and not the “Default” option. The WooCommerce REST API requires the use of pretty permalinks in order to be accessible.

If you have iThemes Security installed, make sure that the “Filter Suspicious Query String URLs” feature is disabled.

If you still aren't able to make the connection, please contact Order Desk support for assistance.

Downloading Orders

Download

Order Desk will connect to your WooCommerce store and download your orders. By default, orders from the previous seven days will be downloaded, but they can be downloaded 50 at a time, starting from any date you want, using the Manually Import Orders button.

In these integration settings, you can select your preferences for downloaded orders.

Free Order Desk stores can download orders once per day:

Order Desk Pro stores will use the WooCommerce webhook functionality to allow instant downloads: 

Instant Download will be set up automatically on Pro stores but will require you to visit the  WooCommerce settings page after upgrading to Pro and enabling the integration for it to start working. Please contact Order Desk support if you are having any trouble with the instant download being enabled on your Pro store.

Tip: Do you have Instant Download enabled and still aren't seeing some orders come into Order Desk? Please see the Backup Check Schedule section below for the most common reason this happens and how to fix it.
Folder for New Orders

Choose the folder where you want your WooCommerce orders to be put in as they are downloaded to Order Desk.

Tip: For more information on how to work with folders in Order Desk, please read this guide.
Sync Tracking Numbers

Shipment notices can be synced back to WooCommerce as your orders ship if the Sync Tracking Numbers setting is enabled. This will write a customer note back to your order at WooCommerce when an order has been shipped and will also email an update to the customer if that has been enabled.

Mark Order Completed

Order status will be marked as completed back in WooCommerce after shipment is added if Mark Order Completed is enabled.

Sync Inventory

If Sync Inventory is enabled, Order Desk will send your inventory counts back to WooCommerce to update the product inventory levels there as updates are made to them in Order Desk.

Tip: Inventory syncing is an Order Desk Pro feature. You can upgrade your Order Desk store from the Billing page.
Order Prefix

To add a prefix to order numbers use the Order Prefix field. This prefix will automatically be added to all orders downloaded to Order Desk from WooCommerce.

Download Order Meta as Checkout Data

The checkout data field on orders is a place to store extra information about the order or from the customer. With WooCommerce, you can bring in your order meta details as checkout data fields if the Download Order Meta as Checkout Data setting is selected. You can find these details in the upper right corner on the order page:

Download Extra Details About Products

If you want to bring in extra product details with your WooCommerce orders, you can enable the Download Extra Details About Products option. This will bring in details such as the product thumbnail and display it with the order. It will take a little longer for the orders to import when this setting is enabled.

Backup Check Schedule

Sometimes you may find that new orders are not being pulled into Order Desk automatically as they are placed in WooCommerce. This happens when an order status is incomplete or not paid initially. When the order is eventually updated and ready for fulfillment it still won't immediately download to Order Desk because the notification of a new order isn't being sent through the API. Not to worry though, these orders will be downloaded, and the Backup Check Schedule gives you some options for how often to look for them.

You can choose the frequency that Order Desk will run a backup check for any missed orders that have since had their status updated from the Backup Check Schedule dropdown. For example, if you select Every Two Hours, Order Desk will run a check on WooCommerce every two hours, and if any orders are found, they will be pulled into Order Desk.

If the Backup Check Schedule is set to Never, any missed orders will still be found and downloaded, if the status has been updated, the next time an order is placed (for pro accounts) or when Order Desk runs the next daily check (for free accounts). Setting a schedule for regular backup checks will ensure that orders are downloaded sooner and without relying on another order to be placed for the missed order to eventually be found.

Manually Importing Orders

To manually import orders from a specific date, first set up the types of orders you want to bring in the settings, save any changes you've made, and then put the date into the Import Orders field and click to import.

Importing Inventory Items

You can import all of your inventory items from WooCommerce by clicking on the Import Inventory Items Now button.

Tip: For more information on working with your inventory in Order Desk, please read our Inventory Items guide.

Common WooCommerce Errors

For a list of common errors from WooCommerce and how to resolve them, please see the WooCommerce section of the Common Errors guide.

Events and Actions in the Rule Builder

Check the Rule Builder for some WooCommerce specific Events and Actions that can be used to help automate certain aspects of your order fulfillment process. 

Events include When WooCommerce Payment is Partially Refunded and When WooCommerce Payment is Fully Refunded

Actions include Set WooCommerce Order Status and Fully Refund Charge with WooCommerce.

Tip: For more information on how the Order Desk Rule Builder works, please see this guide.

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