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Connect your WooCommerce store and Softbooq imports its products, orders and customers, then keeps them up to date as they change. WooCommerce orders arrive in Sales & POS as online orders, and stock you change in Softbooq is sent back to your store.

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Connect your store

You need to be an Admin, and a REST API key from WooCommerce.
1

Create an API key in WooCommerce

In your WordPress admin, open WooCommerce → Settings → Advanced → REST API and add a key with Read/Write access. Keep the page open: the secret is shown only once.
2

Open Settings → Integrations

Under Commerce, find the WooCommerce tile and choose Connect WooCommerce.
3

Enter your store's details

Fill in Store URL (for example https://my-store.com), Consumer Key and Consumer Secret, then choose Connect. Softbooq checks the key with your store straight away and tells you if it does not work.

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Your first import

Open Import from WooCommerce:
  • What to import: products, orders and customers
  • How far back: All history, Last 12 months, Last 90 days (the default), Last 30 days or Only new from now
Each run brings in up to 5,000 products, 5,000 orders and 5,000 customers. For a larger store, run Sync products, Sync orders or Sync customers again to fetch the next batch.

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What stays in step

Your store tells Softbooq about each change as it happens, and Softbooq also checks every 6 hours so nothing is missed. Resync all stock to WooCommerce sends every product’s stock again, which is useful after a large stock count.

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How order statuses arrive

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Fulfilling and returning WooCommerce orders

  • Fulfil: open a paid WooCommerce order in Sales & POS and use Fulfill in WooCommerce, then Mark as Fulfilled. WooCommerce marks the order as completed.
  • Return: processing a return on a WooCommerce order records the refund in your store and puts the items back in stock there. Pay the money back through your payment provider or in WooCommerce.

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Sync conflicts

If a product or customer was edited in Softbooq after the last sync and your store then sends a different value, Softbooq does not overwrite your edit. The Sync conflicts panel lists each one: choose Use WooCommerce or Keep ERP. On a phone, conflicts are resolved on a computer.

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FAQ

WooCommerce works on every plan. Customers are imported into CRM, which is part of Softbooq Plus and Pro.
That the Store URL is your store’s public address, and that the key was created with Read/Write access. A key with Read access only cannot receive stock or fulfilments.

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See also

Shopify

The same for a Shopify store.

Sales & POS

Where online orders arrive.

Products & Services

Products and stock.