<ul class="wccom-tick-list-primary">
<li>Smart Data Transfer: Instantly save user data into the Keap of the newly registered users through WooCommerce.</li>
<li>Order Synchronization: Avoid manual order updates by instantly synchronizing WooCommerce with Keap CRM. Export WooCommerce orders to Keap effortlessly for comprehensive reporting.</li>
<li>Products Synchronization: Ensure your product data remains consistent between WooCommerce and Keap CRM.</li>
<li>Strategic Customer Relations: Develop impactful relationships with current and new customers over time.</li>
</ul>
Keap for WooCommerce is a WooCommerce extension that helps synchronize WooCommerce users with Keap (formerly Infusionsoft) contacts. Whether it’s a new registration or a list of existing contacts, your Infusionsoft contact list will automatically update via Keap for WooCommerce.
<h2>Why Should You Buy Keap for WooCommerce</h2>
<h3>User Registration</h3>
<img class="size-full wp-image-18734004421348 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/user_registration.webp" alt="User Registration Feature" width="980" height="602" />
Automatically save the contact information of your newly registered WooCommerce user on Keap. After completing every successful purchase, you can add or update your customers’ contact information on Keap.
Apply Specific Tags
<img class="size-full wp-image-18734004421356 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_tags.webp" alt="Apply Specific Tags When Customers Buy Specific Products Feature" width="980" height="602" />
Apply specific tags when a customer purchases a product on your WooCommerce website.
Apply Specific Actions
<img class="size-full wp-image-18734004421358 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_actions.webp" alt="Apply Specific Actions When Customers Buy Specific Products Feature" width="980" height="602" />
Choose what actions you want Keap to perform from an action list. Easily apply actions when a customer makes a successful purchase.
Connect/Disconnect Button
<img class="size-full wp-image-18734004421360 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/connect_disconnect_button.webp" alt="Connect or Disconnect Button in Keap for WooCommerce Extension Feature" width="980" height="602" />
Remove the Account details (App Key and App Secret) by clicking the Remove Infusionsoft Account Details button. You can also remove the tags/action sets applied to the WooCommerce products by clicking the Remove Tags/Action Sets from all products button.
Guest User Account Creation
<img class="size-full wp-image-18734004421369 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/guest_user_account_creation.webp" alt="Guest User Account Creation Feature" width="980" height="602" />
Enable the option for guest users to checkout on your WooCommerce website. After the guest user places an order, a contact will be created using the user’s billing details, which will then be synced to the Infusionsoft account.
<h3>Synchronize Products Automatically</h3>
<img class="size-full wp-image-18734004421375 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_products_automatically.webp" alt="Product Synchronization with Keap for WooCommerce Extension Feature" width="980" height="602" />
Effortlessly update products on one platform and have them automatically reflected on the other. Manage inventory efficiently with options to export, import, and sync products by category or specific IDs. Comprehensive review ensures accurate data transfer, saving time and minimizing errors.
Export WooCommerce Products to Keap
<img class="size-full wp-image-18734004421384 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_products_to_keap.webp" alt="Export WooCommerce Products to Keap Feature" width="980" height="602" />
Smartly export WooCommerce products to Keap for enhanced inventory management.
Import WooCommerce Products to Keap
<img class="size-full wp-image-18734004421390 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_woocommerce_products_to_keap.webp" alt="Import WooCommerce Products to Keap Feature" width="980" height="602" />
Import WooCommerce products to keap and effortlessly manage inventory.
Sync Products with Specific Categories
<img class="size-full wp-image-18734004421437 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/choose_a_layout_suitable_for_your_customers.webp" alt="Sync Products with Specific Categories Feature" width="980" height="602" />
Sync products using specific categories and efficiently organize your Keap CRM.
Sync Products with Specific Product IDs
<img class="size-full wp-image-18734004421443 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/information_window.webp" alt="Sync Products with Specific Product IDs Feature" width="980" height="602" />
Sync products using specific product IDs and smartly manage your CRM.
<h3>Synchronize Orders Instantly</h3>
<img class="size-full wp-image-18734004421452 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_orders_instantly.webp" alt="Synchronize Orders Instantly Feature" width="980" height="602" />
Automatically synchronize Keap CRM with WooCommerce Keap CRM—export WooCommerce orders to Keap effortlessly for comprehensive reporting. Customize exports by order status or specific IDs for precise control.
Import Keap orders to WooCommerce and manage imports based on status or specific IDs. Sync Orders simplifies order management, ensuring accurate data across platforms for efficient business operations.
Export WooCommerce Orders to Keap
<img class="size-full wp-image-18734004421457 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_orders_to_keap.webp" alt="Export WooCommerce Orders to Keap Feature" width="980" height="602" />
Smartly export WooCommerce orders to Keap for improved inventory management.
Export Orders by Order Status
<img class="size-full wp-image-18734004421463 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_status.webp" alt="Export Orders by Order Status Feature" width="980" height="602" />
Export WooCommerce orders through order status and efficiently manage inventory.
Export by Specific Order IDs
<img class="size-full wp-image-18734004421464 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_ids.webp" alt="Export by Specific Order IDs Feature" width="980" height="602" />
Export WooCommerce orders using specific order IDs for better inventory management.
Import Keap Orders to WooCommerce
<img class="size-full wp-image-18734004421471 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_keap_orders_to_woocommerce.webp" alt="Import Keap Orders to WooCommerce Feature" width="980" height="602" />
Import Keap Orders to WooCommerce to keep your inventory updated and organized.
Import Keap Orders by Order Status
<img class="size-full wp-image-18734004421474 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_orders_by_order_status.webp" alt="Import Keap Orders by Order Status Feature" width="980" height="602" />
Import Keap orders with order status and synchronize order data accurately.
Import by Specific Order IDs
<img class="size-full wp-image-18734004421480 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_by_specific_order_ids.webp" alt="" width="980" height="602" />
Import orders using specific IDs and manage your inventory smartly.
<h3>Comprehensive Logging</h3>
<img class="size-full wp-image-18734004421489 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/comprehensive_logging.webp" alt="Comprehensive Logging With Detailed Information Feature" width="980" height="602" />
Get detailed event logging for all order and product synchronization activities between WooCommerce and Keap CRM. Recording import/export events for orders and products ensures transparency and accountability.
Access detailed information like Log ID, event type, and status, enabling precise tracking and troubleshooting. Administrators can also clear and download logs for offline analysis, facilitating efficient auditing and reporting.
<h3>Get Keap for WooCommerce Today!</h3>
Effectively manage your customer data with Keap for WooCommerce. Review and analyze the data before deciding on your marketing strategies. Integrate the Keap for WooCommerce extension to enhance the power of your WooCommerce store.
<h3>How to Get Started</h3>
<ol>
<li>Buy Keap for WooCommerce.</li>
<li>Download and install the extension. You can find the installation guide <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/#section-2">here</a>.</li>
<li>Activate, set up, and configure the extension.</li>
</ol>
Read the <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/">technical documentation</a> that helps you set up Keap for WooCommerce on your website.

Keap for WooCommerce (Formerly Infusionsoft)

Keap for WooCommerce (Formerly Infusionsoft) enables you to automate your sales follow-up, and other time-intensive tasks needed to manage your business.

<blockquote>MANAGE YOUR EXPENSES BETTER WITH QUICKBOOKS INTEGRATION</blockquote>
QuickBooks Integration for WooCommerce connects your WooCommerce store to WooCommerce QuickBooks online. This integration allows you to sync data from your online store to the platform. It syncs the data for objects like Orders, Customers, and Products as per the modules of QuickBooks. This QuickBooks WooCommerce connector allows you to create Customers, Items, and Invoices on the platform.
<blockquote>Note: QuickBooks Integration for WooCommerce Plugin works only with QuickBooks Online.</blockquote>
<h3>Benefits</h3>
<ol>
<li style="font-weight: 400">Easy to set up: This QuickBooks WooCommerce connector is super easy to set up and use- even for those without any technical skills can integrate it to start syncing their data.</li>
<li style="font-weight: 400">Seamless data sync: The QuickBooks Integration for WooCommerce plugin provides frictionless data synchronization with QuickBooks.</li>
<li style="font-weight: 400">Detailed sync logs to save error-resolving time: This QuickBooks Integration plugin provides a complete sync log report that helps you easily recognize errors and quickly resolve them.</li>
<li style="font-weight: 400">Complete control over data: QuickBooks Integration with WooCommerce lets you map fields for QuickBooks accounts, events, etc., in an object’s feed. This enables you to control the data you want to sync and select the event that triggers the synchronization</li>
</ol>
<h2>Features</h2>
1. Sending Invoice To Unpaid Order
Using QuickBooks integration for WooCommerce, you can send invoices via email for unpaid orders. This will trigger automatically upon purchase, if you have enabled the option, but you can also send this manually via quickbooks dash
<h3>2. Sync SKU in Items and Invoices</h3>
Easily sync SKUs in items and invoices with our QuickBooks integration plugin. You can enable or disable this feature directly from the plugin’s settings. If your product has an SKU, it will automatically sync with invoices and items.
Note: To use this feature, ensure the “SKU for Invoices” option is enabled in your QuickBooks dashboard. Go to Settings > Account and Settings > Sales > Products and Services, then check the “Show SKU Columns” option.
<h3>3. QuickBooks Customer Balance Report</h3>
You can now view detailed reports of all customers you’ve created invoices for, whether through QuickBooks or WooCommerce. Each customer’s report shows the total amount from all invoices, which updates automatically when a new invoice is added or a payment is made. You can also filter these reports till the selected date to track transactions more easily.
<h3>4. QuickBooks Account Mapping on Product Level</h3>
QuickBooks WooCommerce Integration plugin has the option to map your account details, along with mapping your products on the feed level. Now, you have the option to map individual accounts on the product level. You can map asset account, expense account, income account, and deposit account on individual products. If these details are not specified on the product, account mapping will work as usual on the feed level. This helps keep your finances accurate, organized, and saves you time by reducing mistakes.
<h3>5. Sync Payments Details</h3>
WooCommerce QuickBooks Integration plugin automatically syncs payment details with QuickBooks. Once a payment is made in WooCommerce and an invoice is generated, the payment information is synced, ensuring accurate and up-to-date financial records.
<h3>6. Sync Partial Refunds</h3>
With the QuickBooks Integration plugin, you can sync partial refunds. Whenever an order status changes to “refunded,” the refund details—whether partial or full—are automatically synced with QuickBooks. This ensures accurate financial records and effortless refund management.
<h3>7. Quickbook Invoices for Customers</h3>
Our QuickBooks Integration plugin adds a dedicated tab to the “My Account” page, allowing customers to easily download their Quickbooks invoices directly from their accounts. This feature simplifies the invoicing process, saving time and enhancing customer convenience.
<h3>8. Sync Product Categories</h3>
With our QuickBooks integration plugin, you can easily sync both parent and child categories that are assigned to your products. Once synced, these categories will show up under the products in your QuickBooks dashboard, making it easier for you to manage your product info ensuring that it is both accurate and updated. That makes it easier to handle your product information and monitor categories in QuickBooks.
<h3>9. Two Way syncing for WooCommerce Products</h3>
Quickbooks Integration for WooCommerce has the option for 2 way syncing the products. You can pull the products created in QuickBooks with one click and enable the option to create the products in your WooCommerce store.
Plus, if merchants have concerns related to stock management they can also enable and disable product stock sync.
<h3>10. Two-Way Deletion For WooCommerce Products</h3>
When you move a product to the trash in your WooCommerce store, it becomes inactive in Quickbooks. Conversely, if a product is marked as inactive in Quickbooks, it is moved to the trash in WooCommerce. Furthermore, restoring a product from the trash in WooCommerce reactivates it in Quickbooks, and vice versa. 
<h3>11. Sync User Browser Info and IP address</h3>
You can set up fields in the feed and map them to QuickBooks to synchronize the user’s IP address and browser information. This helps in smooth integration and more accurate tracking of user data.
<h3>12. Syncing of WooCommerce Current Base Currency to QuickBooks</h3>
The invoice currency will be the same as the base currency of the WooCommerce order.
<h3>13. Compatibility With Fox Currency Switcher Plugin</h3>
Similar WooCommerce order currency will sync over QuickBooks. For instance, if WooCommerce base currency is UGX and it is switched to dollar via currency switcher while placing the order. Then, in this case, the currency will be synced as dollars and vice versa.
<h3>14. Compatibility With WooCommerce HPOS</h3>
Quickbooks integration for WooCommerce is compatible with WooCommerce High-Performance Order Storage (HPOS) is an easy-to-understand and solid database structure that uses an alternative storage mechanism for Order Tables to ensure the smooth workflow of your WooCommerce Store.
<h3>15. Syncing of Tax Value and Tax Rate</h3>
Now, tax value and tax rate will be synced to QuickBooks invoices along with the orders based on this latest feature of syncing tax value and tax rate. It aids in syncing QuickBooks with the tax details. To sync correctly with the orders at both ends, the same tax rate must be created at the QuickBooks invoice end as well. 
<h3>16. Condition Filter in Feed</h3>
With the help of QuickBooks Integration for WooCommerce, you can sync your data according to your preferences by applying filters over feeds. There are a wide variety of filters available for you. Filter the feeds according to dates, exact matches, numbers, texts, and much more!
<h3>17. Invoice Status</h3>
Create customers and invoices automatically with updated status whenever purchases are made on your WooCommerce store with QuickBooks invoice status. Once the order or payment is done on your WooCommerce store, this new functionality will instantly update the status of the invoice in QuickBooks as PAID.
<h3>18. Filter For Errors</h3>
As you already know, this Woo QuickBooks Integration plugin provides a full sync log report that enables you to identify errors within seconds. This filter for error feature will allow you to filter out all those errors from the logs area during data syncing.
<h3>19. Shipping Charges Syncing</h3>
No more manually entering invoices, customers, or goods. Now, there are no synchronization restrictions as this QuickBooks plugin provides an infinite real-time sync of orders, customers, inventory, and shipping charges.
To enable shipping charges syncing, you need to go to Settings > Account & Settings > Sales > Sales Form Content, and ensure the checkbox for Shipping is checked.
<h3>20. Sync WooCommerce object data with feeds</h3>
This QuickBooks integration plugin provides you with feeds that control the data synchronization process for WooCommerce objects. You can configure these feeds to sync your data as per your needs. Feeds for objects include:
<ul>
<li>Customers</li>
<li>Products</li>
<li>Invoices</li>
</ul>
These feeds consist of multiple settings you can use to control data synchronization. The following are some of the options for customizing feeds.
Select object
<ul>
<li>Choose the type of QuickBooks object you want to send your data in</li>
</ul>
Map fields
<ul>
<li>Map QuickBooks fields to WooCommerce fields</li>
</ul>
Add new field
<ul>
<li>Add a new field to your feed</li>
</ul>
Primary field
<ul>
<li>Select a field that will work as a primary key</li>
</ul>
Select event
<ul>
<li>Choose the event that will trigger the data sync process</li>
</ul>
Map QuickBooks account
<ul>
<li>Map your Income, Expenses, Assets, and Deposit account</li>
</ul>
<h3>21. Sync historical data</h3>
The historical data sync feature in this integration allows you to sync your existing WooCommerce store data on QuickBooks. There are two different methods to sync historical data.
One-click sync
<ul>
<li>Sync newly added or data that failed to sync previously</li>
</ul>
Bulk data sync
<ul>
<li>Sync all data of the WooCommerce object</li>
</ul>
Select the object and related feed to start sending your existing data over WooCommerce QuickBooks online.
<h3>22. Detailed sync logs</h3>
QuickBooks Integration for WooCommerce plugin provides a comprehensive report of your sync logs. This log report includes a detailed description of errors with parameters like Objects, Object ID, Feed, etc. This tells you what went wrong and helps you figure out the error and troubleshoot it.
<h3>23. Instant sync</h3>
Connect WooCommerce to QuickBooks for instant syncing. You can quickly sync your WooCommerce data to QuickBooks. The instant sync feature depends on an event to trigger data synchronization. For example, if you select the “Product Created” event, your data will sync over QuickBooks whenever a new product is created.
Disabling Instant sync will require you to sync your store’s data manually through the One-click or Bulk data sync feature.
<h3>24. Log storing</h3>
Under the Settings tab of this plugin, there is a feature called Enable Logging. If you turn this toggle on, you can store your log data. Along with that, you can also set the number of days you want to store the logs. The logs will automatically delete after a set number of days you select.
<h3>25. Unit Price/Rate Syncing in Invoice on QuickBooks</h3>
The product’s price that is synced will be shown in the Rate section of the unique price on Quickbooks. It means product individual prices will sync in invoice line items as a unique price. 
<h3>26. Order Discount Syncing</h3>
Create feeds for Invoice objects and map fields to synchronize product discount data to the QuickBooks Invoice module. The monetary value of the discount will be synchronized regardless of the discount type (fixed or percentage).
It reflects the discount percentage and the absolute discount value as well. 
<h3>27. Sale Receipt and Estimate Objects</h3>
Sync WooCommerce orders as Sales Receipts and Estimate on QuickBooks by creating custom feeds. These objects will sync the following data inputs:
<ul>
<li>Sales Receipt: Track payments received from customers. They can be used to track cash, checks, credit card payments, and other forms of payment.</li>
<li>Estimate: Track quotes or bids that you send to customers. They can be used to track the products or services that you are proposing to sell, the price of those products or services, and the terms of the sale.</li>
</ul>
28. Refund Receipt Syncing When Order Refunded From WooCommerce
When the order is refunded on WooCommerce, an object will sync on QuickBooks as a refund receipt.
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/integration-with-quickbooks/" target="_blank" rel="noopener">Quickbooks Integration for WooCommerce Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

QuickBooks Integration

QuickBooks Integration for WooCommerce connects your WC store to QuickBooks CRM, allowing you to sync and manage your expenses.

Keap for WooCommerce (Formerly Infusionsoft) vs QuickBooks Integration