Knowledge

Used to configure the schedule for automatic data synchronization between the WooCommerce store and the CRM system.

This includes syncing data from Woo to CRM and from CRM to Woo

How to add a sync time setting

• Step 1. From the left sidebar, go to the Omni Sales module → select the Sales Channel menu → click "Setting Channel" and create a WooCommerce channel.
  
  
• Step 2. Still in the Omni Sales module, go to the Settings menu → select Automatic sync config → click the Add button. 
  
• Step 3. In the New store sync auto popup, fill in the required information
  
  • 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 Submit to save and activate the sync schedule.