WooCommerce Connector

×

Looking to integrate a WooCommerce site with Sage 100? No problem.

BirdDog Software’s WooCommerce Connector connects all of the important details between your site and Sage 100 and brings your Ecommerce orders in automatically for fulfillment.

Integration points include:
  • Product Detail
  • Rich Item data (If using Product Information Management)
  • Inventory Availability
  • Customers
  • Pricing
  • Order History
  • Tracking Info
  • Shipping Notifications

 

How It Works

The BirdDog WooCommerce Connector monitors your data for updates (add, change, or delete) and sends that to your WooCommerce-enabled WordPress site while also monitoring it for new orders using the V3 REST API documented at https://woocommerce.github.io/woocommerce-rest-api-docs/#introduction.

New orders placed on WooCommerce will go through the following workflow:

  1. New Order is placed on WooCommerce
  2. WooCommerce Connector downloads Order
  3. The sales order is invoiced and posted
  4. WooCommerce Connector notifies your site that the order has been shipped

Note: The item/location to use will come from the location set on the connector, if the item does not have this item/location then the item's default location will be used.

The following data is uploaded to your WooCommerce site:

  • Basic item data
    • Item number -> Product.sku
    • Item description 1 and 2 -> Product.name
    • Item short description -> Product.name (if using PIM)
    • Item long description -> Product.description(if using PIM)
    • Price based on customer type from Connector Customer Type -> Product.price
    • Price from the connector location -> Product.regular_price
    • Item taxable -> tax_status
    • Item control flag > manage_stock
    • Item quantity available for the item from the location on the connector > stock_quantity
    • Item backorders flag > backorders
    • Item weight -> weight
    • Item dimensions -> dimensions
  • Customers - Only customers with an email address and a first and last name in customer name will be uploaded
    • Email -> Customer.email
    • Name -> Parsed into First and Last name and uploaded to Customer.first_name and last_name
    • Address1 -> Customer.billing.address_1
    • Address2 -> Customer.billing.address_2
    • City -> Customer.billing.city
    • State-> Customer.billing.state
    • Zip -> Customer.billing.postcode
    • Phone -> Customer.billing.phone

The BirdDog WooCommerce Connector monitors your WooCommerce site for new Orders and downloads them:

  • Download from WooCommerce to your ERP:
    • New and updated customers
      • Accounts Receivable Next Customer Number -> Customer Number
      • Connector.Customer Type- > Customer Type
      • Connector.Terms - > Terms
      • Connector.Sales Person- > Sales Person
      • Connector.Ship Via- > Ship Via
      • Connector.Tax Code/Schedule- > Code/Schedule
      • Customer.billing.first_name and last_name -> Name
      • Customer.billing.address_1 -> Bill_To_Addr_1
      • Customer.billing.address_2 -> Bill_To_Addr_2
      • Customer.billing.city -> City
      • Customer.billing.state -> State
      • Customer.billing.zip -> Zip
      • Customer.billing.country -> Country
      • Customer.billing.phone-> Phone
    • Orders
      • Order Entry Next Order Number -> Order Number
      • Order.number -> PO Number
      • Order.number -> Comment
      • Order.customer_note -> Comment
      • Connector.Location -> Location
      • Customer.Sales Persons -> Sales Persons
      • Customer.Terms Code -> Terms Code
      • Customer.Ship Via Code -> Ship Via Code
      • Customer.Discount % -> Discount %
      • Customer.Currency Code -> Currency Code
      • Customer.Taxable -> Taxable
      • Customer.Form Number -> Form Number
      • Customer.Balance Method -> Balance Method
      • Customer.Profit Center and Department -> Profit Center and Department
      • Customer.Department -> Department
      • Order.billing.first_name and last_name -> Bill_To_Name
      • Order.billing.address_1 -> Bill_To_Addr_1
      • Order.billing.address_2 -> Bill_To_Addr_2
      • Order.billing.city, state, and zip -> Bill_To_Addr_3
      • Order.billing.country -> Bill_To_Country
      • Order.shipping.first_name and last_name -> Ship_To_Name
      • Order.shipping.address_1 -> Ship_To_Addr_1
      • Order.shipping.address_2 -> Ship_To_Addr_2
      • Order.shipping.city, state, and zip -> Ship_To_Addr_3
      • Order.shipping.country -> Ship_To_Country
      • Order.total_tax -> Sales Tax 1
      • Order.total -> if marked paid then written as a payment against the order
    • Order lines
      • OrderLineItem.sku -> Item Number
      • Connector.Location -> Location
      • OrderLineItem.quantity -> Quantity Ordered
      • OrderLineItem.price -> Price
      • Quantity to Ship is calculated based upon quantity on hand and existing allocations.
Setting Up the Connector In Enterprise Windows

Configuration Guide

To get the WooCommerce setup and running properly you will need to perform the following actions:

  1. Generate API Key on your WordPress site
  2. Setup the Connector
  3. Run Connectors to push initial data up to WooCommerce
  4. Setup a job to automate pushing subsequent local ERP changes up to WooCommerce and downloading orders from WooCommerce to your ERP

Generate API Key

On your WordPress site, you will need to:

  1. Go to the Dashboard
  2. Click on WooCommerce | Settings
  3. Click on Advanced tab
  4. Click on the REST API link at top
  5. Clik on Add key
    • The Description is required and can be whatever you like.
    • Permissions should be changed to Read/Write
    • Click on Generate API key
      • You'll observe both the Consumer key and the Consumer secret. Copy those down for later use.
      • NOTE: It is vitally important to note the warning this page gives you: "API Key generated successfully. Make sure to copy your new keys now as the secret key will be hidden once you leave this page." They aren't kidding. You won't be able to edit or even see if after you navigate away from this page.

Setup the Connector

To configure Enterprise for Windows to use WooCommerce, you need:

  1. Go to Maintain > Setup > Connector Accounts
  2. Click Add
  3. Enter your Shopify Credentials
    • Type: Woo Commerce
    • Password: Paste that Admin API Password you copied earlier.
    • WooCommerce Url: This is the URL of your site. It should include the https.
    • WooCommerce Consumer Key: This is the first of the keys you generated above.
    • WooCommerce Consumer Secret: This is the second of the keys you generated above.
    • Terms Code: Select the terms code for new customers from this dropdown list.
    • Customer Type: Select the customer type code for new customers from this dropdown list. This customer type also controls the pricing that is sent up to WooCommerce.
    • Sales Person #: Select the sales rep for new customers from this dropdown list. Typically, this will be something like WEB.
    • Ship Via Code #: Select the ship via for new customers from this dropdown list.
    • Tax Schedule or Tax Code: Select the appropriate code for new customers from this dropdown list. These are mutually exclusive so you can assign a tax schedule or a tax code to a new customer, but not both.
    • Notify Email: Email address to receive activity reports from the connector.
    • Root Category: This limits the upload of structure and items, which allows you to operate multiple WooCommerce sites from the same database but only utilize items appropriate to a particular store. If blank, all items and customers in the database will be used. Requires a PIM license.
    • Location: Location assigned to new customers and orders downloaded from WooCommerce. Also used as the default location for quantities sent to WooCommerce. If this location does not exist for a specific item being upload then the item's default location will be used.
  4. Once you are satisfied with your setup, click Save and then Close.

Run the WooCommerce Connector Manually

During initial configuration and anytime you want to force the process after that you can run the connector manually:

  1. Enterprise for Windows > Processes > Run Connectors

Create the Job

To ensure BirdDog keeps the data flowing between your ERP and WooCommerce automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.