<blockquote>INTEGRATE KEAP CRM WITH WOOCOMMERCE</blockquote>
Use the Keap Integration for WooCommerce plugin to synchronize your WooCommerce contacts, products, deals, and orders. The plugin becomes user-friendly because of interesting features such as allowing bulk sync or one-click sync.
Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. The plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM. It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.
 
<h2>Top Features</h2>
<h3>1. Two-Way Deletion Of The Listed Products</h3>
The WooCommerce CRM plugin provides admin access to the two-way deletion feature, wherein if you delete a listed product from your WooCommerce store, it will also be deleted from keap, and vice versa. This functionality also allows the admins to delete variations of the variable products. 
<h3>2. Error Reporting Feature</h3>
This Keap integration helps the admin track all the errors that take place while syncing an object. All the errors will be sent to your mail id. The admin can enter the mail address after which he will receive mail for all the errors taking place on any mail on which he/she wants to get emails of errors. 
<h3>3. Sync Shipping and Tax with Order Items</h3>
With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their Shipping, Shipping tax, and Taxes with different order items.
<h3>4. Sync WooCommerce object data with feeds</h3>
Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.
The plugin provides you with 3 default feeds: 
a. Products Feed 
b. Contacts Feed 
c. Orders Feed
<blockquote>Note: Synchronising your CRM WooCommerce plugin product data using Products Feed is mandatory to allow other feeds to function seamlessly to sync the contact and then order data to your Keap panel.</blockquote>
<h3>5. Assign Lead Source to Contacts</h3>
This Keap CRM Integration plugin lets you know from which source your lead is generated. Thus, you will get the information of the source or medium from where your lead has visited your site.
<h3>6. Bulk Data Sync</h3>
The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.
<h3>7. One-Click Sync</h3>
If you have a new or missed entry that needs to synchronize with Keap CRM, this feature is of great utility. The plugin will display any discrepancies in the mismatched data. You can resolve the discrepancy using the One-Click Sync button.
<h3>8. Detailed logging of synchronized data</h3>
The Keap Integration for WooCommerce plugin keeps a comprehensive log of all data-sync activities. You can review issues at any time. This reduces the time it takes to troubleshoot CRM problems.
<h3>9. Sync Tags Over Keap</h3>
With the Keap WooCommerce integration plugin, you can now sync tags over the CRM effortlessly. The plugin will allow you to instantly sync all the tags. You can sync tags for ‘Products Bought’, ‘Product SKUs’, and ‘Product Type’. Our latest update in the Keap integration plugin brings to you the feature of syncing tags for ‘Order Statuses’ as well.
<h3>10. Instant sync feature</h3>
The Keap integrations plugin provides a toggle switch if you want to turn on or off instant syncing of contacts, orders, or products over Keap CRM. Please note that you will have to manually use the bulk data sync or one-click sync options to ensure regular integration of your WooCommerce data if you disable instant sync
<h3>11. Wipe Data on Disconnect</h3>
Enabling this toggle in the Settings tab will erase all the sync history if you disconnect the integration with your Keap CRM.
12. Delete Log Data
In the WordPress Infusionsoft plugin, you can choose specific days in the settings tab to delete log data after a particular number of days in your CRM Keap.
<h3>13. Order Status</h3>
In the CRM WooCommerce plugin, the order status will be shown according to the WooCommerce order placement. When a customer will place an order through an online payment method, then the order status will be shown Paid whereas if it places an order through cash on delivery, the order status will be shown Unpaid in the invoice. 
For instance, if cash on delivery has been opted for, then the order status will be shown as in the image:
<h3>14. Promo Code Implementation</h3>
If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.
<h3>15. Stop Failed orders syncing to Keap</h3>
The failed order status will be shown in the WooCommerce order placement. When a customer has placed an order with the Infusionsoft plugin but due to payment failure or wrong details, the order gets failed or canceled. 
<h3>16. HPOS Compatibility</h3>
Keap Integration for WooCommerce works smoothly with the WooCommerce HPOS feature, improving your store’s capacity to handle high order volume during peak shopping periods.
There is a substantial increase in order volume during high-sales seasons, such as Christmas, BFCM, Labor Day, etc. To efficiently handle these orders, HPOS creates a dedicated custom table for orders, thereby accelerating the order processing, and making it seamless for Keap Integration to sync & manage the increased store data like orders and products.
<h2>Why Should You Use This Plugin?</h2>
Data synchronization is of the utmost importance when you use Keap CRM. Using the Keap Integration for WooCommerce plugin by WP Swings helps you automatically update data. It automatically updates contacts, orders, and deal data and also eliminates errors related to manual entry. Using a quick, reliable, and user-friendly tool such as this plugin by WP Swings will optimize your ROI.
Keap formerly known as Infusionsoft CRM is a reliable solution and the Keap Integration for WooCommerce plugin is indispensable.
<h2>Benefits</h2>
<ul>
<li>Effortless Installation And Setup: You can install the Keap Integration for WooCommerce plugin. You might seem overwhelmed thinking it will be a complicated process to synchronize Keap CRM, but all it takes is a few clicks to install and sync your data with Keap.</li>
<li>Hassle-free Data Sync: Predefine the settings for how or when you wish to synchronize your data with the Infusion CRM and just sit back whenever there is a new contact on your website.</li>
<li>Time-Saving: Timing becomes a goal-defining factor when it comes to addressing the lead. Thus Keap Integration for WooCommerce will give you only higher returns by saving the most precious resource- time.</li>
<li>Eliminates Incidents of Error: By automating the process, you will eliminate the chances of data interchange, missing any contacts, or new orders. All you need to do is go to the Keap integrations dashboard and click on the one-click sync button.</li>
<li>Reliable Support: You can reach out to our support team almost instantly to set up the integration between your Keap account and the WooCommerce integration plugin.</li>
<li>Detailed Sync Logs to Save Error-Resolving Time: This Keap Integration plugin provides a complete sync log report that helps you easily recognize errors and helps you to rapidly resolve them.</li>
<li>Historical Data Sync: You can sync historical data such as previous orders and contacts before installing the Keap WooCommerce integration plugin of your store.</li>
</ul>
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/integration-with-keap/" target="_blank" rel="noopener">Keap Integration for WooCommerce Documentation</a> to learn more about the features and working of 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>.

Keap Integration

Keap Integration for WooCommerce plugin helps you to sync & manage your WC store data like orders and products over Keap CRM.

<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 Integration vs QuickBooks Integration