For a quick overview on how to setup the integration to create WooCommerce orders from your monday.com board, please watch this video:
The easiest way to get started is to use our template board.
- On the left hand panel, select the workspace where you want to add the template board.
- Click the + button to add an item to the workspace.
- Select Template center.
- Search for woocommerce and select our template.
- Once selected, click on the Use template button. This will add our template boards to your workspace.
- Select the Create Orders board and scroll to the right of the board until you see the Create Order button. Click on the button to setup the integration.
- In the pop-up, click on the Setup button.
- In the pop-up, click on Then do this and scroll to the Apps section and select our WooCommerce Integration.
You may see a Failed to load automation pop-up. If you do, close the window and try setting up the button again.
- After it loads successfully, you should be able to select your WooCommerce store url. Then click Create automation.
- Once this is complete, you should be able to use the Create Order button, to create an order in WooCommerce using the details in the monday.com item. You can use the > arrow to create subitems for each product in your order.
Supported columns
The following column names are supported by the integration:
- Billing First Name
- Billing Last Name
- Billing Company
- Billing Address 1
- Billing Address 2
- Billing City
- Billing State
- Billing Postcode
- Billing Country
- Billing Email
- Billing Phone
- Shipping First Name
- Shipping Last Name
- Shipping Company
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Postcode
- Shipping Country
- Status
- The supported options are:
pending,processing,on-hold,completed,cancelled,refunded,failedandtrash
- Customer Id
- Parent Id
- Customer Note
- Currency
- Payment Method
- Payment Method Title
- Transaction Id
- Coupon Lines <x> Code
- Shipping Lines <x> Method Title
- Shipping Lines <x> Method Id
- Shipping Lines <x> Total
- The value in this column is after discounts
- Meta Data <x> Key
- Meta Data <x> Value
- Fee Lines <x> Name
- Fee Lines <x> Tax Class
- Fee Lines <x> Tax Status
- The supported options are:
taxableandnone
- Fee Lines <x> Total
- The value in this column is after discounts
Subitem columns
- Name
- Product Id
- Variation Id
- SKU
- If you choose to use SKU then don’t use Product Id and Variation Id columns
- Quantity
- Tax Class
- Subtotal
- The value in this column is before discounts
- Total
- The value in this column is after discounts
- Meta Data <x> Key
- Meta Data <x> Value
For the column names that have
<x> in it, please replace these with a number e.g. 1, 2, 3 - this allows you add multiple items. E.g. if you wanted to add two coupons to an order, you would need to populate two columns called Coupon Lines 1 Code and Coupon Lines 2 Code. If you only wanted to add one coupon, then you would only need the Coupon Lines 1 Code column and/or leave Coupon Lines 2 Code blank.