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Guide to set-up Shopify Woocommerce Order & Customer Sync
In this guide, we will learn how to set up Shopify WooCommerce Sync by miniOrange! Syncito bridges the gap between Shopify and WooCommerce, facilitating seamless data synchronization of orders/deals and customers/users.
By using our application, businesses can effortlessly sync products and order data between their Shopify and WooCommerce, whether it's converting Shopify products into WooCommerce products or vice versa. Information such as product and customer details, complete order details, and even custom properties are automatically transferred and recorded in WooCommerce whenever an order is placed on Shopify.
Gone are the days of manual data entry! With our integration, both platforms stay consistently updated with the latest order information, ensuring accuracy and efficiency in your operations.
But that's not all – our app empowers you to create automation workflows with customizable filters, enabling you to control the data flow based on specific conditions. This level of flexibility puts you in charge of when and how data syncs between your apps, tailoring the integration to suit your unique business needs.
Prerequistes:
Signup and Login
- Go to Syncito login page to sign up or
log in to your account. You can log in quickly with your Google, Apple, or Microsoft
account, or manually with your email address and password.
![Shopify Woocommerce Integration](../images/syncito/hubspot-woocommerce-integration-signup-login.webp)
- You can create a new sync connection after logging in successfully.
Connect your Woocommerce
and Shopify account
- Click on the Get Started Now to create a new connection.
![Shopify Woocommerce Integration - get started now](../images/syncito/hubspot-woocommerce-integration-get-started-now.webp)
- You will be prompted to fill out the four-step form to begin the sync.
-
Shopify to Woocommerce
-
Woocommerce to Shopify
1. Select App
- Fill in the Connection name (as per your choice), Source App, and
Destination App.
- Click Save & Next to proceed further.
![Shopify Woocommerce Integration - select applications](../images/syncito/shopify-woocommerce-select-applications.webp)
- Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type
for your connection.
![Shopify Woocommerce Integration - choose sync object](../images/syncito/choose-sync-object.webp)
- Click on the Next button.
2.
Authorize Connection
- You need to authorize your Shopify store and WooCommerce store, between which you want to enable the data sync.
So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected
accounts.
2.1 Authorize Shopify Store:
- In our case, the source is Shopify, so here is how you can authorize a Shopify store, as shown below.
![Shopify Woocommerce Integration - add new shopify store](../images/syncito/shopify-woocommerce-add-new-shopify-store.webp)
- To add a new store, click Add New from the drop-down list. A window will open on your screen, prompting you to enter the domain of your store,
as seen in the image below.
- Click on the Authorize button.
![Shopify Woocommerce Integration - authorize shopify store](../images/syncito/shopify-woocommerce-authorize-shop-store.webp)
-
This will redirect you to your Shopify store, where you can install our app. After installing the app, the pop-up window will close automatically,
and you will see your authorized store in the drop-down list, as shown in the below image.
![Shopify Woocommerce Integration - authorize success](../images/syncito/shopify-woocommerce-stores-authorizesuccess.webp)
2.2 Authorize Woocommerce Store:
- In our case, the destination is WooCommerce, so here is how you can authorize a WooCommerce store, as shown below:
To add a new store, click Add New from the drop-down list. A window will open on
your screen, prompting you to enter the domain, client key and client
secret of your store, as seen in the image below. (Refer to this step to create a new client credential in Woocommerce store).
- Click on the Authorize button.
![Shopify Woocommerce Integration - authorize woocommerce store](../images/syncito/shopify-woocommerce-authorize-woo-store.webp)
- If your Client Credentials are correct and you have required permission,
then you will see a success message there, the pop-up window will close automatically,
and you will see your authorized store in the drop-down list, as shown in the below
image.
3.
Attribute Mapping
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected Shopify store and the WooCommerce store, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Order as the object type, so accordingly, the required
attribute is already selected on the destination side. So for basic sync, we need to
map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
![Shopify Woocommerce Integration - shopify attribute mapping order](../images/syncito/shopify-woocommerce-attr-map-order.webp)
- Note: For order sync, we have an associated object line item and Customer.
- For associate line items : If you have a product with the SKU ("sku123")
in your Shopify account and another product with the same SKU ("sku123") on
WooCommerce end, then we associate that product id with line item; otherwise, we
create line item without product id.
- For associate users : If the user already exists in WooCommerce, it will
be associated with the order; if it does not exist, we will create it in
WooCommerce before associating it with the order.
- After mapping the attribute you want to sync, click Save and Next.
![Shopify Woocommerce Integration - order save next](../images/syncito/shopify-woocommerce-order-save-next.webp)
4. Save and Publish
- After mapping the attributes, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.
![Shopify Woocommerce Integration - order save & publish](../images/syncito/shopify-woocommerce-orde-save-publish.webp)
- Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.
![Shopify Woocommerce Integration - order pause sync](../images/syncito/shopify-woocommerce-order-pause-sync.webp)
- To test the sync, let’s create an order in your Shopify account.
![Shopify Woocommerce Integration - create order](../images/syncito/shopify-woocommerce-order-create-order.webp)
- Now, check your WooCommerce store order section; you will see a new order is created or an existing one linked already will be updated.
![Shopify Woocommerce Integration - order check](../images/syncito/shopify-woocommerce-order-check-woo.webp)
- As you can see, the order in Shopify is also created in WooCommerce orders.
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected Shopify Store and the WooCommerce store, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Customer / Contact as the object type, so
accordingly, the required attribute is already selected on the destination side. So
for basic sync, we need to map that required attribute to the source attribute.
![Shopify Woocommerce Integration - shopify attribute mapping contact](../images/syncito/shopify-woocommerce-attr-map-contact.webp)
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
![Shopify Woocommerce Integration - contact save next](../images/syncito/shopify-woocommerce-contact-save-next.webp)
- After mapping the attribute you want to sync, click Save and Next.
4. Save and Publish
- After mapping save, you will see this page. Click on the Save & Finish button to launch your connection and start real-time sync between connected apps.
![Shopify Woocommerce Integration - contact save & publish](../images/syncito/shopify-woocommerce-contact-save-publish.webp)
- Here, you can see all of your connections. You can edit or delete the connection, or to pause the sync, click on the toggle button shown below.
![Shopify Woocommerce Integration - contact pause sync](../images/syncito/shopify-woocommerce-contact-pause-sync.webp)
- To test the sync, go to your Shopify Store and create a contact.
![Shopify Woocommerce Integration - create user](../images/syncito/shopify-woocommerce-create-a-user.webp)
- Now, check your WooCommerce store User section; you will see a new user is created or an existing one linked already will be updated.
![Shopify Woocommerce Integration - user synced](../images/syncito/shopify-woocommerce-user-synced-in-woo.webp)
1. Select App
- Fill in the Connection name (as per your choice), Source App, and
Destination App.
- Click Save & Next to proceed further.
![Shopify Woocommerce Integration - select appictions](../images/syncito/woocommerce-shopify-select-applications.webp)
- Choose whether to sync Order/Deal, Customer/Contact or Draft Order & Deal as the object type
for your connection.
![Shopify Woocommerce Integration - choose sync object](../images/syncito/choose-sync-object.webp)
- Click on the Next button.
2. Authorize Connection
- You need to authorize your WooCommerce store and Shopify Store, between which you want to enable the data sync. So, as shown in the image, you need to add a new account and authorize it, or choose from the existing connected accounts.
2.1 Authorize Woocommerce Store:
- In our case, the source is WooCommerce, so here is how you can authorize a WooCommerce
store, as shown below.
![2FA: Add users via bulk upload - add new woocommerce store](../images/syncito/woocommerce-shopify-add-new-woo-store.webp)
- To add a new store, click Add New from the drop-down list. A window will open on
your screen, prompting you to enter the domain, client key and client secret of
your store, as seen in the image below.(Refer to this step to create a new client credential in Woocommerce store).
- Click on the Authorize button.
![Shopify Woocommerce Integration - authorize woocommerce store](../images/syncito/woocommerce-shopify-authorize-woo-store.webp)
- If your Client Credentials are correct and you have required permission,
then you will see a success message there, the pop-up window will close automatically,
and you will see your authorized store in the drop-down list, as shown in the below
image.
![Shopify Woocommerce Integration - store authorized](../images/syncito/woocommerce-shopify-woo-store-authorized.webp)
2.2 Authorize Shopify Store:
- Next, authorize the destination account; in our case, the destination is Shopify.
Click on the Add New button to authorize your Shopify account, and you will see a
pop-up window as shown below. Select the portal you want to connect to and click the
Choose Account button.
![Shopify Woocommerce Integration - add new shopify store](../images/syncito/woocommerce-shopify-add-new-shop-store.webp)
- Now click the Connect app button; the pop-up window will close automatically, and
you will see your authorized store in the drop-down list, as shown in the below image.
![Shopify Woocommerce Integration authorize shopify store](../images/syncito/woocommerce-shopify-authorize-shop-store.webp)
- Select the authorized portal from the drop-down list and click the Save & Next
button.
![Shopify Woocommerce Integration - store success](../images/syncito/woocommerce-shopify-stores-authorizesuccess.webp)
3. Attribute Mapping
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected WooCommerce store and the Shopify Store, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Order as the object type, so accordingly, the required
attribute is already selected on the destination side. So for basic sync, we need to
map that required attribute to the source attribute.
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
![Shopify Woocommerce Integration - attr map order](../images/syncito/woocommerce-shopify-attr-map-order.webp)
- Note 1 : For order sync, we have an associated object line item and Customer
- Note 2 : Associate at least 1 line item with the order is mandatory to sync the order in Shopify.
- For associate line items : If you have a product with the SKU ("sku123")
in your WooCommerce account and another product with the same SKU ("sku123") on
Shopify's end, then we associate that product id with line item; otherwise, we
create line item without product id.
- For associate users : If the user already exists in Shopifypot, it will be
associated with the deal; if it does not exist, we will create it in Shopifypot
before associating it with the deal.
- Map the attribute that you want to sync and click on the Save & Next button.
![Shopify Woocommerce Integration - order save next](../images/syncito/woocommerce-shopify-order-save-next.webp)
4. Save and Publish
- After mapping the attributes, you will see this page. Click on the Save &
Publish button to launch your connection and start real-time sync
between connected apps.
![Shopify Woocommerce Integration - order save & publish](../images/syncito/woocommerce-shopify-order-save-publish.webp)
- Here, you can see all of your connections. You can edit or delete the
connection, or to pause the sync, click on the toggle button shown below.
![Shopify Woocommerce Integration - order pause sync](../images/syncito/woocommerce-shopify-order-pause-sync.webp)
- To test the sync, Go to your WoCoomerce store and create an order.
![Shopify Woocommerce Integration - create order](../images/syncito/woocommerce-shopify-create-an-order.webp)
![Shopify Woocommerce Integration - create order 2](../images/syncito/woocommerce-shopify-create-order2.webp)
- Now, check your Shopify; a new deal is created or an existing one linked already
will be updated.
![Shopify Woocommerce Integration - check shopify deal](../images/syncito/woocommerce-shopify-check-shopify-deal.webp)
- As you can see, the associate user in the WooCommerce order is also associated
with the Shopify deal.
- To map source properties with destination properties. Our app directly pulls all the properties and attributes
of your connected WooCommerce store and the Shopify Store, which you can choose from the attributes dropdown
that you want to sync for your selected object between both apps.
- On the destination side, by default, the necessary property that is needed to create
the chosen object in the destination account is already selected there.
- In our case, we have chosen Customer / Contact as the object type, so accordingly,
the required attribute is already selected on the destination side. So for basic
sync, we need to map that required attribute to the source attribute.
![Shopify Woocommerce Integration - attr map contact](../images/syncito/woocommerce-shopify-attr-map-contact.webp)
- For further mapping, click on the Add button and map the attribute you want to sync
from source to destination.
![Shopify Woocommerce Integration contact save next](../images/syncito/woocommerce-shopify-contact-save-next.webp)
- Map the attribute that you want to sync and click on the Save & Next button.
4. Save and Publish
- After mapping save, you will see this page. Click on the Save & Finish button
to launch your connection and start real-time sync between connected apps.
![Shopify Woocommerce Integration - contact save publish](../images/syncito/woocommerce-shopify-contact-save-publish.webp)
- Here, you can see all of your connections. You can edit or delete the connection, or
to pause the sync, click on the toggle button shown below.
![Shopify Woocommerce Integration - contact pause sync](../images/syncito/woocommerce-shopify-contact-pause-sync.webp)
- To test the sync, let’s create a user in your WooCommerce account.
![Shopify Woocommerce Integration - create contact user](../images/syncito/woocommerce-shopify-create-a-contact-user.webp)
- Now, check your Shopify; a new contact is created or an existing one linked already
will be updated.
![Shopify Woocommerce Integration - customer information](../images/syncito/customer-information-in-shopify.webp)
Steps to authorize Woocommerce Store
- Check that you have installed the WooCommerce plugin on your WordPress site.
![Shopify Woocommerce Integration](../images/syncito/install-woocommerce-plugin.webp)
- Navigate to the settings tab within the WooCommerce tab. You will see the screen shown below.
![Shopify Woocommerce Integration - goto woo settings tab](../images/syncito/woocommerce-settings-tab.webp)
- Now, navigate to the Advanced tab and select the REST API option.
![Shopify Woocommerce Integration - clickon restapi woo plugin](../images/syncito/clickon-restapi-woocommerce-plugin.webp)
- You will see the screen below. Click on the Add key button.
![Shopify Woocommerce Integration - add key](../images/syncito/add-key-woocommerce-plugin.webp)
- Click the Generate Api Key button with Read/Write permissions.
![Shopify Woocommerce Integration - generate apikey](../images/syncito/generate-apikey-woo-plugin.webp)
- The below screen appears after the Client ID and Secret have been successfully generated.
![Shopify Woocommerce Integration - get client creds](../images/syncito/get-client-creds-woo-plugin.webp)
- Copy the Client ID and Client Secret and save them, as you will not be able to see them after closing this tab.
- To get your Domain, navigate to the WordPress settings tab and copy your WordPress address (URL).
![Shopify Woocommerce Integration - get store url](../images/syncito/get-woocommerce-store-url.webp)