Automatic Sync Config

  • Last Created On Jun 27, 2023
  • 411
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Used to configure the time that the system automatically synchronizes data from Woo store to CRM and from CRM to Woo store. 

Add sync time setting

  • Step 1. Go to Sales channel menu under Omni Sales module from the left sidebar -> Select the Setting channel -> Create a woo channel 
  • Step 2. Go to Settings menu under Omni Sales module from the left sidebar -> Select Automatic sync config -> click Add button 

  • Step 3. In the New store sync auto popup, fill in the required details and click Save 
    • Store: Select the WooCommerce channel you created in Step 1.
    • In the CRM → WooCommerce section:
      Check the boxes for the items you want to automatically upload to WooCommerce (e.g., Product Info, Inventory Info, Price, Description).
      Then set the sync interval (e.g., every X minutes).
    • In the WooCommerce → CRM section:
      To automatically download orders into CRM, check the box for Order and set the sync interval (e.g., every X minutes).
  • Step 4. Click Save to save and activate the sync schedule
Views: 411

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