- Step 1. Add Product to WooCommerce
- Go to Sales Channel → Setting Channel
- Click View or
on the your WooCommerce channel
- Click Add, in the popup:
- Select Group Product: Adds all products in the group.
- Or select individual products.
- If both are selected, priority is given to individual products.
- Step 2. Sync Products to WooCommerce.
You have several sync options to push data from CRM to WooCommerce:- Sync all information : Sync all information information from CRM to WooCommerce, like: Product Name, Product Image, Inventory, Commodity Group, Short Description, Long Description, SKU, Tax (takes Tax1 if available), Price on store
- Long Description: sync only long description of products from CRM to WooCommerce
- Image: sync only product image from CRM to WooCommerce
- Sync price: sync only price on store of product to WooCommerce. this maps to the Regular price on WooCommerce
- Inventory: sync only the inventory of products from CRM to WooCommerce
- Product Name: sync only product name of products from CRM to WooCommerce
- Short Description: sync only the short description of products from CRM to WooCommerce
Initial Sync (First time syncing products to WooCommerce) It is recommended to use Sync all information for the first-time sync. You can sync in two ways:
- Sync all products:click Sync To Woo → select Product(Full)
- Sync selected products: Check the checkbox in front of the products you want to sync → then click Sync To Woo → select Product(Full)
Syncing after the initial sync:After the initial sync, you can update individual fields separately (e.g., just price or image):
Select all products or some products → Choose Sync To Woo → then select the specific field (e.g., Price, Image, Inventory, etc.)
- Step 3. Update Sale Price on WooCommerce
- Option A: If you want the WooCommerce price to be different from CRM price:
- Select the product you want to edit → click Edit
- Change the sale price in the Prices field → click Submit
⇒ The Price on store column will be updated. - Sync this new price to WooCommerce:
- Check the products → click Sync To Woo→ choose Price
- Or you can also sync all prices at once: click Sync To Woo → Price
- Option B: WooCommerce price = CRM price
- Select one or more products → click Update Price
- OR, update all prices at once:Click Update Price → confirm in the Confirm price updates for all products popup by click Yes
- Step 4. Download product from WooCommerce to CRM
In cases where some products are created directly on WooCommerce, you need to download them into the CRM to enable proper syncing and downloading of orders later.
If the product has variations, you need to first enter the attributes of the variations in the Attributes tab → then go to the Variations tab and click Generate variations to create the specific product variants.
Follow these steps to download products:
Go to WooCommerce Channel Detail→ Click on Download → Product.
The following information will be downloaded into the CRM:
- Product Image
- Product ID: this maps to the Commodity Code in CRM
- Product name: this maps to the Commodity Name in CRM
- SKU: this maps to the SKU Code in CRM.
- Product short description: this maps to the Short Description in CRM
- Product Description: this maps to the Long Description in CRM
- Category : This maps to the Commodity Group inCRM. WooCommerce allows multiple categories per product, but CRM only supports one category. Therefore, only the first category will be downloaded.
- Sale price: this maps to the Rate/Price in CRM. If the Sale price of a product is equal to 0, then the system will use the Regular price instead.
- Quantity: this maps to the Inventory in CRM ( Inventory module). However, if the product is a variation, the quantity will not be synced to the CRM.
- Tax: In the Add product form on WooCommerce, we can select the tax class, while each tax class includes many taxes rate. However, if the product is a variation, the tax information will also not be synced to the CRM.
⇒The product tax information downloaded into the CRM will look as follows:
The tax is retrieved based on the first tax rate configured under the selected Tax Class in WooCommerce.
This means if a product in WooCommerce is assigned a Tax Class (e.g., tax-10), and that class contains multiple tax rates (e.g., VAT7%, VAT10%), only the first one (e.g., VAT7%) will be imported into the CRM.
The tax rate will appear in the product detail under the Tax field in CRM after syncing.
Example:
WooCommerce Tax Class: tax-10
Tax Rates under Standard:
• VAT7%
• VAT10%
→ CRM will download and apply: VAT7%
Note: To ensure the products are successfully downloaded:
- Products must have SKUs set in WooCommerce
- SKUs must be unique
SKUs can be entered in WooCommerce under:Product Data → Inventory → SKU (see illustration below)
- Step 5. Configure Order Download Settings
Before downloading orders, navigate to Settings → Order Setting within the module and select the order statuses that are allowed to sync to the CRM. The system will only download orders that match the selected statuses.
If you want invoices to be automatically generated after the orders are downloaded, enable the option “Enable automatic invoice sync” and configure the due date using the field: “Invoices synced from WooCommerce will have their due date set to the ‘X’ day of every month.”
Example:
If you enable “Enable automatic invoice sync” and set the due date to day 2, then download an order on April 18, the invoice will have:
- Bill Date: April 18
- Due Date: May 2
If the order has already been paid on WooCommerce, the system will automatically create a corresponding payment in the
Go to Woo Channel detail → click the Download button → then click the Order button to begin downloading orders.
Successfully downloaded orders will appear in the "Order List" menu.
Note: Because FastCRM does not support separate tax lines for each item, the tax will be combined into a single line, as shown in the screenshot below.
Note: Handling Orders Without a User ID
In cases where orders on WooCommerce are associated with customers who do not have a user_id (as shown in the screenshot below), the Customer field in the order details will appear blank.
⇒ These orders cannot be downloaded into the CRM.
To resolve this issue, you need to set up a public customer. All such orders will be downloaded and automatically assigned to this public customer.
How to set up a public customer:
Select a client to act as the public customer.
Go to the client's detail page → open the Client Info tab → set "Omni Sales: Public client" to Yes.
Go to Woo Channel detail→ click the Download button → then click the Order button to begin downloading orders.
Example:
If you set GreenTech as the public customer, all synced orders without a valid user_id will automatically be assigned to GreenTech.
- Step 7. Create Inventory Delivery Voucher to Reduce Stock
- Option 1: From Order Detail
- If the order does not have an invoice, click Actions → Create Invoice → then click Create Export Stock.
- If the order already has an invoice, click Create Export Stock.
- Option 2: From Inventory module
- Go to the Inventory module → Stock Export → click Export Slip → select the corresponding Invoice and choose the Warehouse for export.
