WooCommerce is a WordPress plugin that transform your website into an online store. Easily setup, manage and scale your e-commerce operations.

Configuring the integration

<aside> 🚨 Before you get started, download the charles-integrations-wordpress.zip file below.

charles-integrations-wordpress.zip

</aside>

In WooCommerce:

  1. Log into your WooCommerce backend. On the left side menu, select Plugins → Add new:

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  1. In the top left, select Upload Plugin. Another section will open
  2. Select Choose File and upload the .zip file from above 👆. Once the upload is complete, select Install Now:

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  1. Once the plugin has been installed, a new page will open. Select Activate Plugin to active charles:

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  1. On the left side menu, select Charles Integration which will bring you to the Integration Dashboard:

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  1. In the Integration Dashboard, select Connect Universe. A pop-up will appear. Select Install to continue:

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  1. Choose your instance name and you’ll be redirected back to WooCommerce backend. From the left-side menu, select Charles Integration → Settings:

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  1. In Settings, go to Charles Scripts and toggle Enable scripts:

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  1. Then go to Commerce Webhooks and toggle on the following:

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    1. Enable Webhooks
    2. Product Create/Update
    3. Product Delete
    4. Category Create/Update
    5. Category Delete
    6. Order Create/Delete
    7. User update

  2. Select Save

In charles:

  1. Go to Settings → Integrations → Connected apps → WooCommerce and select the ⚙️ to open the settings. A pop-up will appear:

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  1. Click on the following (in order):

    1. Fetch product categories

      <aside> 🚨 Important: This has to be done before synching products in order to correctly show up in the UI

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    2. Sync products

      <aside> 🚨 The product import will now require some time to finish (approx 2-3s / product) depending on the clients server speed and size of catalogue

      </aside>

      After all products have synced, all agents must log out and in again

    3. Sync orders

      • This will import all historical orders from the store
      • We will also create contacts in the process so if there’s a phone number in the order you can get a better overview of all your customers’ purchase history.

      <aside> 🚨 Please note that the import could take up to a few days to complete depending on the number of orders

      </aside>