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Authorization Process With wooCommerce

Note: wooCommerce is only available on the pro version.

To integrate with wooCommerce follow, the below steps.

Process of Authorization and Integration

  1. Search & Select wooCommerce from the actions pages

  2. Integration Name: Set the proper integration name. Default it's taken wooCommerce integration.

  3. Now, click on the connect button to complete authorization settings.

  4. Click on Next to set up the other integration settings ahead.

Integration Settings for Customer create

  1. After the authorization process, select the module as Create-Customer to create a customer account on site.

  2. When you select the module, you will see the Map Fields option where two fields- Email & Username, are mapped by default. You can map multiple fields according to your choice for the customer module. And click on the Next button to move forward for further settings.

  3. Now save the integration by clicking the Finish & Save Button

Integration Settings for Product create

  1. After the authorization process, Select the module as Create-Product if you're going to create any products on the site.

  2. Then map the necessary form fields with required WooCommerce fields from the Map Fields option.

  3. You can only create Simple Product & Affiliate Product. When you map all the form fields, you have to remember some default values on WooCommerce fields. So, you have to mention those values on the back end of the form builder. Which are:

    • Product status - pending, draft, publish, future, private & trash.

    • Product type - simple, external

    • Allow Backorders - no, notify, yes

    • Allow Reviews - open, closed

    • Virtual - yes, no

    • Manage Stock - yes, no

    • Sold Individually - yes, no

    • Downloadable - yes, no

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The values are case-sensitive, so make sure to give it the same value as all small letters.

  1. You can customize the product categories & tags according to your choice from integration. Also, you can use the default options here. All the categories will be parent type.
tip

If any of the category or tags already exist in your WoocCommerce, then it will be referenced to that particular category/tag, otherwise it will create a new one.

  1. If you select the downloadable product, then you have to add attachment file fields. For this, you have to map the form field from the Map file upload fields section which is Downloadable Files. And click on the Next button to move forward for further settings.

  2. Now save the integration by clicking the Finish & Save Button

Integration Settings for Order Create

  1. After the authorization process, select the module as Create-Order to create a Order account on site.

  2. When you select the module, you will see the tab option Order and Customer.

  3. Then map the necessary form fields with required WooCommerce fields from the Map Fields and Map Line Items Fields option.

  4. Go to the Customer tab and map the necessary form fields with required WooCommerce fields form the map fields option. And click on the Next button to move forward for further settings.

  5. Now save the integration by clicking the Finish & Save Button

Change Order Status

  1. After the authorization process, select the module as Change Order Status to Change Order Status.

  2. When you select the module, you will see the Filter options.

✅ The available Filter type in Change order status

👉 Specific Order ID
👉 Specific Customer Email
👉 Specific Date Range
👉 Last N Day's Orders
👉 Last N Week's Orders
👉 Last N Month's Orders
👉 Previous Month Orders
👉 Previous N Month's Orders


👉 Specific Order ID

You can change the order status with a specific order id.
E.g., When the user submits the form with an order id and specified order status(completed), then the status of the order will change, and the order will be completed.

  1. You can see the map fields option when you select the Specific Order ID from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

👉 Specific Customer Email

You can change the order status with a specific customer.
E.g., When the user submits the form with the customer's email and specified order status(completed), the customer order status will change, and the order will be completed.

  1. You can see the map fields option when you select the Specific Customer Email from the Filter dropdown lists. Then select the Order change type(Latest Order, All Orders, Specific Date Range, Last N Day's Orders, Last N Week's Orders, Last N Month's Orders, Previous Month's Orders, Previous N Month's Orders). Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

👉 Specific Date Range

You can change the status of all orders within a specified date.
E.g., When the user selects the date 11-12-2021 to 30-12-2021 and submits the form with Order Status (Complete), all the orders placed between these dates will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Specific Date Range from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button.

👉 Last N Day's Orders

You can change the order status of the last few days.
E.g., When the user inputs the value 5 of the number field and submits the form with Order Status (Complete), all the orders placed in the last five days will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Last N Day's Orders from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

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Note: You can use custom values for the N Days field. First, select the custom.. field, then input your preferred number.

👉 Last N Week's Orders

You can change the order status of the last few Week's.
E.g., When the user inputs the value 2 of the number field and submits the form with Order Status (Complete), all the orders placed in the last two week's will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Last N Week's Orders from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

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Note: You can use custom values for the N Week's field. First, select the custom.. field, then input your preferred number.

👉 Last N Month's Orders

You can change the order status of the last few Month's.
E.g., When the user inputs the value 1 of the number field and submits the form with Order Status (Complete), all the orders placed in the last one month's will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Last N Month's Orders from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

info

Note: You can use custom values for the N Month's field. First, select the custom.. field, then input your preferred number.

👉 Previous Month Orders

You can change the order status of the Previous Month.
E.g., When the user submits the form with Order Status (Complete), all the orders placed in the Previous Month will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Previous Month Orders from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

👉 Previous N Month's Orders

You can change the order status of the Previous few Month's.
E.g., When the user inputs the value two of the number field and submits the form with Order Status (Complete), all the orders placed in the previous two month's will change, and the orders will have their status complete.

  1. You can see the map fields option when you select the Previous N Month's Orders from the Filter dropdown lists. Then map the necessary form fields with the required WooCommerce fields. And click on the Next button to move forward for further settings. If you don't see any fields. Click on the refresh button.

  2. Now save the integration by clicking the Finish & Save Button

info

Note: You can use custom values for the N Month's field. First, select the custom.. field, then input your preferred number.

Timeline

  1. We have an option in every integration Timeline where you can check integration success or error status.

  2. Also, you can Edit Clone Delete the integration.

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