WooCommerce Integration
Section: Integrations & AI
URL:/admin/woocommerce
Page title: WooCommerce
Overview
The WooCommerce integration syncs orders, customers, and products from one or more WooCommerce stores into the CRM. It can automatically generate CRM invoices from WooCommerce orders and keeps order status in sync via scheduled background synchronisation.
Business value
Unifies e-commerce and CRM data so your sales and customer success teams have the complete customer picture — online orders, contact history, invoices — in one place.
- Who uses it: E-commerce managers, customer success, finance, sales
- Key benefit: Eliminate manual order entry and data duplication between WooCommerce and your CRM; invoice generation is automatic.
- Metrics it influences: Order-to-invoice cycle time, customer lifetime value, fulfilment accuracy
Typical use cases:
- All WooCommerce orders appear in the CRM within minutes of being placed; a draft invoice is created automatically
- Customer success manager sees a client's full order history alongside their support tickets and contracts
- Finance reconciles WooCommerce revenue against CRM invoices in one report
- Multi-store setup: separate WooCommerce stores for different brands, all feeding into the same CRM
Accessing this module
From the admin sidebar, navigate to WooCommerce, or open the URL directly:
/admin/woocommerce
Key concepts
| Concept | Description |
|---|---|
| Store | A WooCommerce site connection (API key, secret, URL) |
| Order sync | Pulls WooCommerce orders into the CRM on a scheduled basis |
| Customer sync | Matches or creates CRM clients from WooCommerce customer records |
| Product sync | Imports WooCommerce products into the CRM item catalogue |
| Auto-invoice | Generates a CRM invoice when a WooCommerce order reaches a configured status |
Common actions
- Add a store — connect a WooCommerce site by entering the store URL, API key, and secret at
/admin/woocommerce/stores. - Trigger manual sync — force an immediate synchronisation of orders, customers, or products.
- View orders — browse all synced WooCommerce orders with status, customer, and total.
- Configure auto-invoice — set which WooCommerce order status triggers invoice creation in the CRM.
- View customers — see WooCommerce customers matched to CRM client records.
- Manage multiple stores — add, edit, or disable individual store connections.
Source: crm-connect-main/app/modules/woocommerce