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Contents
How to Integrate WooCommerce to monday.comWorkspace TemplateExisting WorkspaceWooCommerce IntegrationCreate WooCommerce Order from monday.comCreate Timeline events for WooCommerce ordersTroubleshooting
How to Integrate WooCommerce to monday.com
For a quick overview on how to setup the app, please watch this video.
There are two ways to get started. One is to use the Workspace Template to create a board based on our template and the other way is to add the app to an existing board.
Workspace Template
The Workspace Template provides a default Orders board that can be used for saving WooCommerce orders to.
- From the App Listing page, click on the Use App button.
- Click on the Add a template button.
- Choose the workspace you would like to add the template board to and click the Add app button.
- This will add a Getting Started doc and Orders board to your workspace.
- From the Orders board, you can click the Integrate button (top right-hand corner), which will bring up the Automation center where you can register the WooCommerce Integration.
Existing Workspace
The app can also be added to an existing Workspace and board.
- From the App Listing page, click on the Use App button.
- Click on the Add to workspace button.
- Choose the workspace and board you would like to add the app to and click the Add app button.
- This will bring you to the Automation center, where you can register the WooCommerce Integration.
WooCommerce Integration
This section will show you how to add an automation that automatically pulls in new orders from your WooCommerce site to monday.com.
- Click the Use template button.
- Enter the url of your WooCommerce store and click on the Submit button. Currently only https urls are supported.
- Enter your payment details into the Stripe checkout page to start a free 14 day trial.
- Select the url of your WooCommerce store.
- Click the item word to bring up the column mappings pop-up. This allows you to map fields from the WooCommerce order to the board columns. Click Done once completed.
- Click the Add to Board button.
Create WooCommerce Order from monday.com
Please see the create WooCommerce order page for more details.
Create Timeline events for WooCommerce orders
Please see the create timeline events page for more details.
Troubleshooting
Please see the Troubleshooting page for more details.