Setting Up the Connector In Enterprise Windows

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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
    • Notify Email: Email address to receive activity reports from the connector.
    • Notify Verbosity: Use this dropdown list to setup how frequently you want to receive notifications:
      • All - receive email alerts every time the connector runs, regardless of activity
      • Activity - receive email alerts when something is uploaded to or downloaded from WooCommerce
      • Errors - only receive alerts when the connector encounters errors
      • None - receive no email alerts ever
    • 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.
    • 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.
    • Customer No For New Customers: Select the appropriate option from this dropdown list. This will determine how the system writes from your ERP. The options are:
      • Next Customer Number: Selecting this writes a new customer created in Woo Commerce down into the ERP as the next customer number according to the proper range. Note also that if this is selected, the system will also download existing customers from your ERP into Woo Commerce. Further note that, because Woo Commerce allows Guest Customers to be generated alongside regular customers, the Guest Customer field (as noted below) will always be present; if your Woo system is not set up to allow guest customers, simply leave this field blank.
      • Guest Customer Number: Selecting this option unlocks the Guest Customer No field (which must be populated with your ERP's guest customer number) and then writes all new customers from Woo Commerce into your ERP with that guest customer number. This is required if your Woo system is not set up to allow creation of new customers at all which some clients prefer.
    • Items To Upload: Select the appropriate options from this dropdown list. This will determine what items are uploaded from your ERP to Woo Commerce. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Webcategory - selecting this unhides a Root Category field. This limits the upload of structure and items, and allows you to upload only items on the specific webcat page to Woo Commerce. If blank, all items and customers in the database will be used. You can plug in either the page's GUID or a functional Code which is set when editing the page.
      • Query - selecting this unhides a Query for Items dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
    • Customer To Upload: Select the appropriate options from this dropdown list. This will determine what customers are uploaded from your ERP to Woo Commerce. Note that Woo Commerce requires a first and last name as well as an email address; if a customer doesn't have these, it will not go up. The options are:
      • None - self-explanatory
      • All - also self-explanatory. Note that when we say All, we mean it so if you have a lot of items, be prepared for a wait when you run the Connector
      • Query - selecting this unhides a Query for Items dropdown. On it, you can select queries saved in the system (System Management | System | Queries)
      • Tax Exempt - selecting this only pushes up customers that have been marked to not collect tax. This may require some additional setup.
  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.