Odoo Woocommerce Connector
Odoo WooCommerce Connector
Odoo WooCommerce Connector

User Guide - Odoo WooCommerce Connector

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Manage the WooCommerce operations in Odoo like never before

WooCommerce is a free eCommerce plugin provided by WordPress that allows you to create an online store and sell anything conveniently. If you use Odoo to manage your backend operations along with having a WooCommerce store, Odoo WooCommerce Integration becomes absolutely vital for you. Odoo WooCommerce Connector will help you integrate and manage your WooCommerce store in Odoo. Perform various operations like Importing Orders and Customer Data, Updating Inventory, Updating Order Status, Importing & Exporting Products, Product Categories, Product tags & Coupons and much more. Automate various vital tasks like Order Import, Order Status Update & Stock Update to ease your work.

Installation

After successfully downloading the Odoo WooCommerce Connector App from Odoo store or Emipro shop, place it on the Odoo Add-ons path or at any other desired path. Now, restart the Odoo instance and navigate to Apps in the dashboard. Click on Update Apps List from the menu. Once it completes loading successfully, Odoo WooCommerce Connector will be visible in Apps.

Click on the Install button. Success! Now, you are ready to use the Odoo WooCommerce Connector in your Odoo.

Setup Odoo WooCommerce Connector

Setup WooCommerce Instance

1.1) Once you install WooCommerce Odoo Connector from Apps / WooCommerce in Odoo, you will be asked to setup your WooCommerce Instance. When your connection is checked and confirmed while creating instance, it will load default configurations automatically which can be further modified.

Enter the Instance Name, Host and select the WooCommerce Version. For entering Consumer Key & Consumer Secret, go to WooCommerce Backend / Settings / Advanced/Rest API and select Add Key.

Enter the required details & set permission to Read/Write and click on Generate API Key.

If you want to export images through Image URL, check ‘Is Image URL?’

If your WooCommerce store carries an SSL certificate, check ‘Verify SSL’.

Note: If you WooCommerce version is 3.0 or above and if you checked the box ‘3.0 or later’, Financial Status and Payment Gateway will be automatically fetched to your Odoo.

Configure WooCommerce Instance

1.2) Once you create a WooCommerce Instance successfully, you will need to configure various parameters of this WooCommerce Instance. Some of these parameters are mandatory while some are optional.

Firstly select the WooCommerce Instance that you just created. If you want to create a new instance, click on ‘Create More Instance’.

Under General Information, select Warehouse, Company & Language. These fields are mandatory and very important. All the orders that you import will be processed and fulfilled through the warehouse that you select here. This language will be visible to your storefront customers.

Under Product Information, select Discount & Fees that are relevant to you. If you create a new entry for any of these, select Product Type as Service. Odoo treats discounts and fees as separate products of the type service and hence a separate order line will be created in Sales Order for discount and fees based on your configuration.

Under Product Bulk Export Operation, you can find 4 options i.e. Set Price, Set Stock, Publish in Website, Set Image. You can check/uncheck any of these four options. This will configure your default product bulk export settings. Product Bulk Export operation (Export Product) is carried out at WooCommerce / Processes / WooCommerce Operations / ERP to Woo.

Under Payment Information, setup the Pricelist and Payment Term. Pricelist can be configured in Odoo under Sales / Configuration / Pricelists. In case you do not see Pricelists in Sales Menu, go to Sales / Configuration / Settings and under Pricing select Multiple Sales Prices per Product & check Prices computed from formulas.

Under Order Information, set Import Order Status. Only orders with selected status will be imported from WooCommerce to Odoo. Select Order Prefix and Sales Team as per your relevance. Auto Create Product if not found must be checked if you want to import products that do not exist in Odoo. Auto Order Import, which imports the order at certain interval and Auto Order Update is when we fulfill the order in Odoo then it’ll automatically update the order status.

Under Stock Information, you can configure stock settings for product export. In Stock Field, select Quantity on Hand if you want to export product stock quantity that is on hand or select Forecast Quantity if you want to export product stock quantity that is forecasted. Stock Auto Update can be used to automatically update stock information. Check Connection & Confirm WooCommerce Instance.

In addition, if you have not configured the default currency in WooCommerce, the currency for your online store will be taken from the currency configured in Odoo. Check the box ‘Auto Active Currency’.

Check Connection & Confirm WooCommerce Instance

1.3) Once you have successfully configured WooCommerce Instance, you can check connection and set the status of your Instance to Confirmed.

Go to WooCommerce / Instances and select your instance and click on Check Connection. If you have properly configured your WooCommerce instance it will show you a message saying that service is working properly. If there are any issues in configuring WooCommerce Instance, it will show that in the error message.

After checking the connection, click Confirm to activate your WooCommerce Instance in Odoo. You can change the status to Not Confirmed if you want to deactivate the connection of an instance with Odoo.

Configure Workflow Settings

1.4) Workflow Settings are important when you want to handle different kinds of orders in different ways. Suppose you have a customer who has chosen Wire Transfer as payment method for their order. In such a case you might prefer to manually validate invoice and register payment. Whereas if a customer has chosen PayPal as payment method, you may want to automatically validate their invoice and register the payment. For such different conditions, you can assign separate workflow settings.

In order to configure workflow settings, go to WooCommerce / Configuration / Sale Auto Workflow and click Create>. Once you click on create, you will see a screen similar to the one below.

Under Workflow Option, you can select how you wish to handle the order status of imported orders.

You will need to select a Sales Journal & a Payment Journal that are relevant to you. In order to configure Journals in Odoo, go to Accounting / Configuration / Accounting / Journals.

Make sure you select the Shipping Policy and Invoicing Policy that is relevant to you.

Add Payment Gateway

1.5) Select the Instance for which you want to setup the payment gateway. The Payment Code should match Gateway ID of your WooCommerce Instance. To obtain Gateway ID, go to WooCommerce Backend / Settings / Payments and scroll down to Payment Gateways.

For Payment Method, you can set payment method name as per your relevance.

When the instance is created, all the payment gateway present in WooCommerce will be fetched automatically in your Odoo. However, configure the Payment Gateway manually if you want to add additional payment method for customers.

Configure Financial Status

1.6) Once you have successfully configured workflow settings and added payment gateway, you will be able to configure financial status. By configuring financial status, you can choose which orders you would like to import, the ones of which financial status is paid or unpaid.

For configuring financial status, go to WooCommerce / Configuration / Financial Status and click Create. Select Instance, Auto Workflow, Payment Gateway and Financial Status that are relevant to you.

Once this is configured, it will be available under WooCommerce / Configuration / Financial Status.

On successfully completing all the above mentioned steps, you will have setup WooCommerce Odoo Connector on your Odoo. After this you will be able to perform various export and import operations.

Please note that if you misconfigure any of the above mentioned steps, you will face issues in performing operations on WooCommerce Odoo Connector.

Odoo to WooCommerce – Export Operations

Create & Export/Update Product Category, Product Tags & Coupons

2.1) You can create new product categories, product tags & coupons in Odoo under WooCommerce / Products and go to Product Categories or Product Tags or Coupons and click Create. Fill out the required details as per your relevance.

For exporting or updating product categories, product tags & product coupons, there are two methods. In this guide, I will show you example of Product Category but you can follow the same method for product tags & coupons

# Method 1 – Export / Update

In Odoo, go to WooCommerce / Products / Product Categories. Select the ones which you want to export and click Action / Export Product Categories.

In addition you can also Update Product Categories, from Action by navigating to Product Categories in WooCommerce.

Export, Publish/Unpublish Products & Update Products, Stock, Price, Images & Coupons

2.2) It is possible to export existing products from Odoo to WooCommerce as well as create new products in Odoo and then export them. However a product cannot be directly created in WooCommerce from Odoo backend.

To create a new product in Odoo, go to Sales / Products and click Create. Once the product is created, again go to Sales / Products and display the products in List View.

Select the newly created product or any other product that you want to export to WooCommerce and then click on Action / Prepare Product for Export in Woo. You will be asked to select WooCommerce Instance for which you want to export this product.

Also, you can perform various other operations related to WooCommerce Products as shown in below screen.

To update price for specific products, select the products for which you want to update price, click on Action button and Update Price. The product price will be synced with Odoo and WooCommerce.

Moreover, when you click on Woo Info tab, you will be able to see the different product variants with the Woo Templates in their respective Instance.

Also, you can see the images related product in Gallery Images tab by navigating to WooCommerce Product / Drawer Black.

Note that by following above steps, you have prepared Odoo products to be exported in WooCommerce and not actually exported them yet.

2.3) Go to WooCommerce / Products and here you will be able to see a list of products you selected for exporting to WooCommerce. If you want you can add or modify additional product details that is relevant to WooCommerce from here.

There are two methods of exporting / updating products in WooCommerce.

# Method 1

Go to WooCommerce / Products and select the products you want to export or update in WooCommerce. After selecting products click on Action / Export Products / Update Products / Publish Multiple Products / Unpublish Multiple Products.

Next screen will ask which information you would like to update along with exported product. You can Set Price, Set Stock, Set Image & Publish in Website from here. Click on Export Products and your products will be successfully exported in WooCommerce.

# Method 2

In Odoo, click WooCommerce and then click on Perform Operation for the specific instance you want to export. If you want to export in multiple instances, you can add instances in next screen.

Select ERP => Woo in the next screen and check Export Products / Update Products / Publish Products / Unpublish Products and click Execute.

You can also choose to Update Stock, Price, Images, Tags, & Coupons from here.

You can also Update Product Tags, from Action by navigating to Product Tags in WooCommerce.

Update Order Status

2.4) Orders placed on your WooCommerce store can be managed in Odoo with this connector. Orders will have various statuses like Processing, On Hold, Completed, Cancelled, Refunded etc. When you process an Order in Odoo and change its status, you can update order status in WooCommerce.

# Updating Order Status to Completed

Once a Delivery Order is validated in Odoo, it implies that Order Status should be changed to ‘Completed’ in WooCommerce. For updating order status, go to WooCommerce and click Perform Operation for the instance in which you want to update order status. If you want to update order status in multiple instances at the same time, you can select multiple instances in the next screen.

Select ERP => Woo in the next screen and check Update Order Status and click Execute.

Note: For updating order status, it is important that your Picking Type is correctly configured. For this, select any delivery order, click on Additional Info, under that select Picking Type and see if Default Source Location & Default Destination Location have been configured correctly. If any of the fields are not filled or incorrectly configured, make necessary changes and save it.

# Cancel Order in WooCommerce from Odoo

2.5) When you cancel a delivery order in Odoo, it shows you an option to Cancel In WooCommerce on the delivery order page. Click the button and it asks you if you want to create an auto refund. You can choose if you want to Auto Create Refund or not and then click Cancel Order. This will cancel the order in WooCommerce.

Click on Order/Cancel/delivery/Cancel in Woocommerce.

You can see the details of orders To be Cancelled at WooCommerce and Cancelled at WooCommerce under WooCommerce / Transfer Details.

# Refund Order in WooCommerce from Odoo

2.6) While cancelling an order in WooCommerce from Odoo, if you checked Auto Create Refund, based on refund details system will create a refund. Go to WooCommerce / Invoice Details / Refunds. Select a refund and you can see a button Refund in WooCommerce. On clicking that button, system will attempt to void/fulfill the refund depending upon payment status. If refund is successful, it will be updated in WooCommerce.

WooCommerce to Odoo – Import Operations

Sync Products & Import/Sync – Product Categories, Product Tags & Coupons

3.1)It is possible to sync products & import/sync product categories, product tags & coupons from WooCommerce to Odoo with a single click. They will be imported/synced based on your preferences in Instance Configuration.

In Odoo, click WooCommerce and then click on Perform Operation for the specific instance you want to import. If you want to import from multiple instances, you can add instances in next screen.

Select Woo => ERP in the next screen and check Sync/Import Products, Sync/Import Product Categories, Sync/Import Product Tags & Sync Coupons as per your relevance and click Execute.

Note: If a product (SKU) does not exist in Odoo, it will not be imported from WooCommerce. Only the products that exist in Odoo will be synced with WooCommerce.

In addition, you can add Product URL in sale order line while importing orders from WooCommerce to Odoo. When you export product from Odoo to WooCommerce, at that time it will send the short description of product to WooCommerce which will be visible in product page. The language of short description will be taken from the language selected for respective WooCommerce Instance.

Import Orders & Customers

3.2) You can easily import orders received in WooCommerce to Odoo and also import customers and their details. Based on your Instance Configuration & Workflow Settings, you will be able to import orders that you want.

In Odoo, click WooCommerce and then click on Perform Operation for the specific instance you want to import. If you want to import from multiple instances, you can add instances in next screen.

Select Woo => ERP in the next screen and check Import Orders, Import Customer as per your relevance and click Execute.

At list of WooCommerce Sale Orders, you will see an icon if Order is not updated at WooCommerce. Once you ship full order from your warehouse and complete delivery order at Odoo, icon will be changed in order to indicate you that order is marked as completed to WooCommerce.

Click on any of the above order and you can see the complete details as shown in below screen.

Other Operations

Track Mismatch Logs

4.1) Mismatch Log shows an entire log of operations that were unsuccessful so that you can identify its reason. You can check Mismatch Log in WooCommerce / Log Details / Mismatch Details. You will find entries in the Mismatch Log in the following cases,

  • While exporting the Products From Odoo to WooCommerce, the Product already exist with same SKU in WooCommerce.
  • While synchronize the Products between WooCommerce and Odoo, Products (SKU) not found in Odoo.
  • While Update Price, Inventory or Product to WooCommerce, the product is deleted in WooCommerce.
  • While Publish or Unpublish the Product, the product is deleted at WooCommerce.
  • While Importing Order from WooCommerce, if Tax not found in Odoo.
  • While Importing Order from WooCommerce, Sales Auto Workflow Configuration not found.
  • While Importing Order from WooCommerce, the Customer Not Available In Order.
  • While Exporting Product Category, a Category with same name already exist in WooCommerce.
  • While Exporting Product Tags, a Tag with same name already exist in WooCommerce.
  • While Update the any Category or Tags from Odoo to WooCommerce, it is found to be deleted in WooCommerce.

Set Automatic Jobs

4.2) For every WooCommerce Instance, you can setup automatic jobs or cron jobs. There are 3 tasks that can be automated i.e. Import Orders from WooCommerce to Odoo, Update Order Status from Odoo to WooCommerce and Update Stock Information from Odoo to WooCommerce.

Go to WooCommerce / Configuration / Settings and you will find the option to automate tasks on that screen.

Under Order Information, check Auto Order Import & Auto Order Update to automatically import orders as well as automatically update order status. You can fill in the details as per your relevance.

Under Stock Information, check Stock Auto Update to automatically update stock levels from Odoo to WooCommerce. You can fill in the details as per your relevance.

Generate Analysis Reports

4.3) It is possible to get an Instance Specific Sales Analysis Report with Odoo WooCommerce connector. For generating reports, go to WooCommerce / Reporting / Sales Analysis.

On the next screen you will see a complete detailed report of Sales Analysis for a particular Instance. You can set measures as per your requirement, download the report and also view the report in graphical mode.

Odoo WooCommerce Connector from Emipro Technologies is the robust product since its inception as it is specially designed for the online businesses running on WooCommerce. With its timely updates and version diversity, this application is the perfect blender to boost internal business process and its overall performance.