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  4. How to connect Multiple WooCommerce stores

How to connect Multiple WooCommerce stores

This article looks at the steps you need to take if you want to connect multiple WooCommerce stores to a single Zero BS CRM install. The video below covers how to send orders to your CRM from external WooCommerce stores.

WooCommerce external sites

When setting up your CRM, you can choose whether to have this on the same install as your WooCommerce store, on or a standalone CRM site. This guide looks at how you’d get your contacts from external sites (running WooCommerce) into your standalone CRM.

Extension setup requirements

CRM Site:-

  • Zero BS CRM (to run your CRM)
  • Zero BS CRM Woo Sync* (to import existing orders from your WooCommerce stores)
  • Get the API endpoint, API key, and API secret from this site

External Sites (running WooCommerce)

  • WooCommerce
  • Zero BS CRM: API Connector
  • You do NOT install Zero BS CRM on the external sites
  • Enter the API endpoint, key and secret from your CRM to this site
  • Enter a unique order prefix to the API Connector

Importing order history

WooSync lets you import orders from your WooCommerce store (external site) to your CRM, BUT it only lets you do this one site at a time.

What you need to do if aiming to connect more than one site is the following:

  • First, on your CRM site install Woo Sync (this will import orders from an external site)
  • Enter the WooCommerce API keys and order prefix from your WooCommerce store into the Zero BS CRM: Woo Sync settings (shown below)
  • Import the historic data from your external site into your CRM site.
  • IMPORTANT you do not need to keep Woo Sync installed after the initial import, as the API connector will keep the CRM up to date with any future orders (and updates to existing orders)

If you have another external WooCommerce site, you’d clear the settings from WooSync, input the new settings (including a new order prefix) and then import, once done, remembering to deactivate WooSync after all stores historic data is imported.

Keeping up to date

The Zero BS CRM API connector, which you will have installed on your external WooCommerce site, you need to make sure that the order prefix entered there matches what you imported that store with when doing the initial WooSync order importing. That way, you won’t get duplicates if old orders are updated.

Example setup summary steps

So, to summarise with three sites setup, you’d have the following steps:

YourCRM.com

  • Install ZBS CRM
  • Activate ZBS CRM API (get endpoint, and keys)
  • Install Woo Sync (if importing order history from Store A and B)
  • Get WooCommerce API keys (from Store A)
  • Setup Woo Sync
    • Enter prefix ‘storeA’ into settings
    • Enter WooCommerce API keys into settings
  • Import Historic orders
  • Reset Sync
  • Get WooCommerce API keys (from Store B)
  • Setup Woo SyncEnter prefix ‘storeB’ into settings
  • Enter WooCommerce API keys into settings
  • Import Historic orders
  • Deactivate WooSync.

StoreA.com

  • Install ZBS CRM: API Connector (you do not need ZBS CRM here)
  • Enter prefix ‘storeA’ to ZBS CRM API Connector settings
  • Enter CRM endpoint, key and secret from YourCRM.com
  • Activate WooCommerce API (get site URL, and keys) – if importing history

StoreB.com

  • Install ZBS CRM: API Connector (you do not need ZBS CRM here)
  • Enter prefix ‘storeB’ to ZBS CRM API Connector settings
  • Enter CRM endpoint, key and secret from YourCRM.com
  • Activate WooCommerce API (get site URL, and keys) – if importing history
Updated on March 24, 2019

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