Learn how to integrate your WooCommerce eshop with your CAFLOU account in order to import your
- customers
- orders
The data goes directly into CAFLOU, orders as income into Cashflow, customers into Companies . The import is all automatic.
See how to set it up:
1) Create access credentials in your WooCommerce Settings (REST API section):
Permissions is to be set up as Read. Make sure you write down Consumer Key and Consumer Secret:
2) Create a new Connection in CAFLOU
Go to Account Settings, to section Connector and click to Add new connector:
Enter credentials:
- select a program - WooCommerce
- define Woo eshop URL (this is url of your website, e.g. https://www.myeshop.com)
- paste Consumer key
- pate Consumer secret
- click Connect
Once the connection is established, you will see a green label "connected"
Then you define what is to be imported:
- Companies - these are customers from WooCommerce
- you can chose
- not to import customers (No)
- to Import only new ones (if customer details change these will not be imported)
- to Import new and update existing ones (if customer details change these will be imported)
- you can chose
- Incomes - these are orders from WooCommerce
- you can chose
- not to import orders (No)
- to Import only new ones (if order details change these will not be imported)
- to Import new and update existing ones (if order details change these will be imported)
- to Import incomes and expenses from an interval (orders with due dates outside the defined interval will not be imported)
- you can chose
- Auto repeat - the import will be done automatically 1-2x every day
If you want to trigger the import manually, just click "Refresh":
Once the import is completed you will receive a notification about it.
If you have any questions about how to use CAFLOU or how to integrate WooCommerce and CAFLOU, please feel free to talk to us via a chat feature inside CAFLOU ❤