Knowledge

This section explains how to create sales channels, add products, synchronize products from the CRM to your WooCommerce store, and download orders from WooCommerce to the CRM.

Create Sales Channel

• Step 1. Login to Affiliate Portal at "[URL] + /affiliate/usercontrol/" -> select the Sales channel menu -> click on the Add button 
  
  
• Step 2. In the Add Woocommerce Channel popup, fill in the requested details and click on the Save
  
  Name channel: Enter name for this WooCommerce store. (e.g., "Main Store – US", "Shopee VN", etc.)
  URL: The base URL of your WooCommerce store. Must include https://. Example: https://mystore.com
  Consumer key: The API key generated from WooCommerce for secure communication. You can generate this from: WooCommerce → Settings → Advanced → REST API
  Consumer secret:  The secret key paired with the Consumer Key to authenticate API requests. It should be kept private and secure.

Add Product 

You need to add products to sync them to WooCommerce

• Step 1. View the sale channel detail 
  
  
• Step 2. Click Add button, then select some specific product groups or products, products belonging to this group or specific products will be added to the channel.
  
• Step 3. Click Save.

Sync Product To Woocommerce store

Click Sync To button and choose the appropriate option

• Sync all information : Sync all products information from CRM to woo store

• Long description: only sync long description of products from CRM to woo store

• Images: only sync image of products from CRM to woo store

• Sync price: only sync prices of products from CRM to woo store

• Inventory: only sync inventory of products from CRM to woo store

• Product (No Images) : sync products (no image) from CRM to woo store
  

• Long Description: only sync long description  of products from CRM to woo store

Download Order

 Click Download button and select the Order to download orders from sales channel to CRM

Next, configure auto-sync for the sales channel

• Step 1.  Login affiliate portal -> Go to Settings -> click Add 
  
  
• Step 2. In the New store sync auto popup, fill in the following details: 
  
  1. Select a store
  2. CRM-> Woocommerce store: auto-sync data from CRM to Woocommerce store per(...) minutes. Select the types to automatically sync: Product info, Inventory info, Price, Description, Product Image -> Enter the minutes 
  3. Woocommerce store -> CRM: auto-sync data from Woocommerce store to CRM per(...) minutes
• Step 3. Click on the Save