Odoo WooCommerce Connector

Setup Odoo WooCommerce Connector

Setup WooCommerce Instance

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Once you install WooCommerce Odoo Connector from Apps >> WooCommerce in Odoo, you will be asked to setup your WooCommerce Instance.

 

Enter the Instance Name, Host and select the WooCommerce Version.

For entering Consumer Key & Consumer Secret, go to WooCommerce Backend >> Settings >> API and select Keys/Apps.

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’.

 

Configure WooCommerce Instance

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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.

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 Sale Price as ‘Advanced pricing based on 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 and Auto Order Update can be used to automate jobs.

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

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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

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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

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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 >> Checkout and scroll down to Payment Gateways.

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

Configure Financial Status

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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.

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

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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 / Update Product Categories

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

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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.

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

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 & Coupons from here.

Update Order Status

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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

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.

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

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

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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.

Import Orders & Customers

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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.

 

Other Operations

Track Mismatch Log

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.

Mismatch Log will be generated for following cases:

  • While exporting products from Odoo to WooCommerce, the product already exists with same SKU in WooCommerce.
  • While synchronizing products between WooCommerce & Odoo, Products (SKU) not found in Odoo.
  • While updating price, stock or product to WooCommerce, the product is deleted in WooCommerce.
  • While publishing / unpublishing a product, the product is deleted in WooCommerce.
  • While importing order from WooCommerce, if tax not found in Odoo.
  • While importing order from WooCommerce, Workflow configuration is not found or misconfigured.
  • While exporting product category, a category with the same name already exists in WooCommerce.
  • While exporting product tags, a tag with the same name already exists in WooCommerce.
  • While updating product category or tags from Odoo to WooCommerce, the product category or product tag is deleted in WooCommerce.

Set Automatic Jobs

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 Report

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.