Woocommerce Connector

Woocommerce Connector for ERPNext in Version 15

Integrating Woocommerce with ERPNext

Step By Step Guide on How to integrate woocommerce with ERPNext In this blog we shows how to integrate woocommerce with erpnext with step by step guide

Creating new Account

At first we have to create a new account in WordPress by using this url -> https://wordpress.com/me/account With your existing mail id and create a new User-Name for your account.

For the creation of API key and secret key in WooCommerce

To create an API Key and API Secret key in WooCommerce, you will first need to go to your site's sidebar and find the "Settings" option. From there, proceed to the "Advanced" tab within the Settings menu. Once you've got the Advanced settings, find and click on the "REST API" link. This will take you to the REST API page where you can manage API keys. To create a new API key, click on the "Add Key" button. You'll then be prompted to provide a description for the API key to help identify it later. Next, choose the user for whom you want to generate the API key. Select the appropriate permissions for this key based on your requirements. After configuring these settings, click on the "Generate API Key" button. Upon successful generation, you'll be presented with the API Key and API Secret. Ensure you copy and securely store these details as they are essential for making authenticated API requests.

After accessing the REST API settings page on your WooCommerce site, you'll see an option to "Add Key." Click on this button to initiate the key creation process. You'll then be prompted to provide necessary details such as a description for the API Key, select the user account associated with it, and specify the required permissions. Once you've filled in the necessary information, proceed by clicking on the "Generate API Key" button. This action will generate the API Key and API Secret, which you can then securely store for future use. These credentials are essential for accessing your WooCommerce store's data and functionalities via the REST API, enabling seamless integration with external applications and services.

To integrate your ERPNext site with WooCommerce, begin by navigating to "Home" followed by "Integrations" and then "Settings." From there, locate and click on "WooCommerce Settings." In this section, you'll need to input the API key and secret generated from your WooCommerce site into the corresponding fields labelled "API consumer key" and "API consumer secret." Additionally, paste the URL of your WooCommerce site into the "WooCommerce Server URL" field. Ensure that the "Enable Sync" checkbox is selected to activate synchronisation between ERPNext and WooCommerce. Next, in the "Account Details" section, select the appropriate accounts for "Tax" and "Freight and Forwarding." Then, in the "Defaults" section, choose the "Creation User" who will be responsible for creating customers, items, and sales orders, ensuring they possess the necessary permissions. Additionally, select the relevant "Company" that will be used to create the sales orders. Once all configurations are set, click on the "Save" button to apply the changes. After saving the WooCommerce Settings, ERPNext will automatically generate the "Secret" and "Endpoint" required for the integration to function properly.

Woocommerce Webhook Settings

To set up a webhook on your WooCommerce site, start by accessing the "Settings" section from the sidebar menu. Next, navigate to the "Advanced" tab and click on it. From there, select the "Webhooks" link, and then click on the "Add webhook" button. Provide a name for the webhook and ensure the status dropdown is set to "Active". Choose "Order created" as the topic for the webhook. Then, you'll need to copy the "Endpoint" from the "Woocommerce Settings" doctype in your ERPNext site and paste it into the "Delivery URL" field. Similarly, copy the "Secret" from the "Woocommerce Settings" doctype in your ERPNext site and paste it into the "Secret" field. Keep the API version as it is and click on "Save Webhook" to complete the setup process. Once saved, your webhook is successfully configured and will trigger actions in your ERPNext site whenever a new order is created in WooCommerce

Woocommerce order creation and syncing

explore the available products by clicking on the "Shop" option. Once you find the desired products, add them to your cart and proceed to view the cart. From the cart, you can review the added products and then click on "Proceed to Checkout." At the checkout, you'll see billing details and order summary. After confirming the details, click on the "Place Order" button to finalise your purchase. Upon successful placement of the order, you'll see an "Order Received" message. To ensure the synchronisation of orders with your ERPNext instance, check the following document types: Customer, Address, Item, and Sales Order. These documents will be fetched and created from the webhook data. If you encounter any issues with order synchronisation, you can review any errors in the Error Log located under Home > Settings > Core.

checking Order is syn from woocommerce site

To verify order synchronisation from WooCommerce to ERPNext, reload the ERPNext page for updated data, then navigate to the order management section. Look for newly created orders, ensuring all details, including customer information, products, quantities, and prices, match those from WooCommerce. If everything aligns, it confirms successful synchronisation between the two platforms.

checking Product is syn from woocommerce site

To verify product synchronisation from WooCommerce to ERPNext, reload the ERPNext page for updated data, then navigate to the product management section. Look for newly added products, ensuring their details, including name, description, price, and inventory, match those from WooCommerce. If details align, it confirms successful synchronisation between the two platforms.

checking customer is syn from woocommerce site

To verify customer synchronisation from WooCommerce to ERPNext, reload the ERPNext page for updated data, then navigate to the customer management section. Look for newly created customers, ensuring their details, including name, email, shipping, and billing addresses, match those from WooCommerce. If details align, it confirms successful synchronisation between the two platforms.

Successful connection established between woocommerce with ERPNext

Feature List

Real-Time Data Sync: Ensure that data such as orders, inventory levels, product information, and customer details are synchronised in real-time between WooCommerce and ERPNext, providing accurate and up-to-date information across both platforms.

Order Management: Syncing orders between WooCommerce and ERPNext ensures that all sales transactions are accurately recorded in your ERP system. This includes order details such as customer information, products purchased, pricing, and shipping information.

Inventory Management: Integration allows for real-time synchronisation of inventory levels between WooCommerce and ERPNext. This ensures that inventory data is always up-to-date across both platforms, reducing the risk of overselling or stock-outs.

Product Information Sync: Product details such as descriptions, pricing, images, and availability can be synchronised between WooCommerce and ERPNext, ensuring consistency across platforms and reducing the need for manual data entry.

Customer Management: Customer information, including contact details, order history, and account preferences, can be synced between WooCommerce and ERPNext. This enables better customer service and targeted marketing efforts.

Automated Order Fulfilment: Integration can automate the order fulfilment process by triggering actions such as order confirmation emails, invoice generation, and shipping notifications directly from ERPNext.

Financial Management: Sales data from WooCommerce can be seamlessly integrated into ERPNext’s financial module, allowing for accurate reporting, reconciliation, and financial analysis.

Tax Calculation and Compliance: Integration with ERPNext can help automate tax calculations for WooCommerce sales based on location and tax regulations, ensuring compliance with local tax laws.

Multi-channel Selling: If your business sells on multiple platforms, integrating WooCommerce with ERPNext allows you to manage all sales channels from a single centralised system, improving operational efficiency and reducing complexity.

Customisation and Scalability: Integration solutions can be customised to meet the specific needs of your business, and they are scale-able to accommodate growth and changes in your eCommerce operations.

Data Analytics and Reporting: Integration enables comprehensive data analysis and reporting by consolidating sales, inventory, and customer data from WooCommerce and other channels within ERPNext, providing valuable insights for decision-making.

Efficient Handling of High Volume: Whether you’re experiencing a surge in sales during peak seasons, running promotions, or simply dealing with a high volume of regular orders, our connector can efficiently manage the load. It is optimised to process orders swiftly and accurately, ensuring that no orders are left pending.

Streamlined Workflow with Webhooks: Key to our solution’s efficiency is the use of webhooks. These are automated notifications sent by WooCommerce to trigger actions in ERPNext as soon as an order is placed. By leveraging webhooks, we eliminate delays and manual intervention, allowing orders to be processed within minutes of being received.

No Manual Clicks Required: Gone are the days of manually clicking through orders and processing them one by one. Our connector automates the entire process from start to finish, freeing up your team’s time to focus on more strategic initiatives. There’s no need for manual intervention; the entire workflow is managed seamlessly by the connector.