<ul class="wccom-tick-list-primary">
<li>WooCommerce orders are synced with Salesforce order items irrespective of the payment method used by your customers.</li>
<li>Wipe Data option as soon as you disconnect the integration between WooCommerce and Salesforce.</li>
<li>Syncs your WooCommerce data with Salesforce Integration Tool in real time and displays the records via sync logs.</li>
<li>The Salesforce API integration uses API layer verifications and validations to secure incoming data before it integrates into the Salesforce CRM.</li>
</ul>
<hr class="wccom-product-heading__hr" />
<h2><b>Features For Salesforce CRM Integration</b></h2>
<h3><b>Field Values</b></h3>
<p><b>1. OrderItem Meta<br />
</b><b><span style="font-weight: 400">Salesforce CRM integration enables the merchants to sync all the meta details that the customers add, i.e., all the customizations that they incorporate into the existing order item.</span><br />
</b></p>
<h4><b>2. Order Notes</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce integrations enable merchants to fetch the order notes, which can be mapped to the order feed and opportunity feed. </span></p>
<h4><b>3. Order Details </b></h4>
<p><span style="font-weight: 400">This integration with Salesforce CRM allows merchants to fetch the order edit URL, order subtotal, and order number in order values, which can be mapped to account feed, contact feed, order feed, and opportunity feed. </span></p>
<h4><b>4. Coupons Used in the Order</b></h4>
<p><span style="font-weight: 400">The integration with Salesforce allows merchants to send coupon codes used in the order to the desired field in Salesforce. </span></p>
<h4><b>5. Total Discount Provided by the Coupons Used</b></h4>
<p><span style="font-weight: 400">Salesforce CRM integration allows merchants to send the total discount provided by the coupon codes used in the order to the desired field in Salesforce. </span></p>
<h3><b>Synchronize </b></h3>
<h4><b>1. Product Stock In WooCommerce </b></h4>
<p><span style="font-weight: 400">With WooCommerce Salesforce Integration, merchants can sync the product stock from Salesforce to WooCommerce by just enabling the feature and entering the API name of the field that they are using to store the stock value. After this, every 5 minutes, a cron will run, which will update your product stock quantity (if there are any changes). </span></p>
<h4><b>2. WooCommerce Products Over Integration With Salesforce </b></h4>
<p><span style="font-weight: 400">The product feeds feature of this Salesforce WooCommerce integration plugin syncs all your online store’s products over to your Salesforce CRM account. Every new product you add to your WooCommerce syncs automatically data sync for product feeds enabled by you while configuring the plugin settings.</span></p>
<h4><b>3. Instant Data Sync, Manual Data Sync, And Historical Data Sync</b></h4>
<p><span style="font-weight: 400">Salesforce CRM Integration now syncs all your data in 4 ways based on your configurations and requirements –</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Instant sync or real-time data sync</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Background syncing</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Syncing specific data manually</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Historical data sync for past data</span></li>
</ul>
<h4><b>4. Manual Sync And Bulk Sync</b></h4>
<p><span style="font-weight: 400">Salesforce eCommerce Integration uses the manual sync and bulk sync options in the Salesforce <strong>WordPress Salesforce Integration</strong> for custom feeds as well. </span></p>
<h3><b>Mapping </b></h3>
<h4><b>1. Product Details</b></h4>
<p><span style="font-weight: 400">The Salesforce CRM integration plugin now provides mapping product details such as product display URL, product type, and product status.</span></p>
<h4><b>2. Product Categories and Attributes</b></h4>
<p><span style="font-weight: 400">You can allow your product categories and variable product attributes to be mapped seamlessly over Salesforce from your WooCommerce store using the latest version of our Salesforce Connector plugin in the Products feed.</span></p>
<h4><b>3. Billing And Shipping Country Name</b></h4>
<p><span style="font-weight: 400">Using the Woo Salesforce Integration plugin, you can also map the billing country name and shipping country name instead of just mapping the country codes.</span></p>
<h4><b>4. Shipping State Name</b></h4>
<p><span style="font-weight: 400">With Salesforce API Integration, you can easily map the billing and shipping state names over to Salesforce with the Orders Feed.</span></p>
<h4><b>5. Product Tags And Sub-Categories</b></h4>
<h4><span style="font-weight: 400">WooCommerce Salesforce Integration allows seamless mapping of product tags and sub-categories as requested by our clients in the Product Feed of this plugin.    </span></h4>
<h4><strong>6.</strong> <b>WP Users Details<br />
</b><b><br />
</b><b><span style="font-weight: 400">This feature allows the merchants to map the details of WordPress Users over to Salesforce with the Account Feed, Contact Feed, and Lead Feed.<br />
</span></b></h4>
<h3><b>Knowledge Base Integration</b></h3>
<p><span style="font-weight: 400">The process of connecting a knowledge base system within Salesforce CRM to allow seamless access to support content or content of any other type (like syncing wordpress posts as knowledge articles) across customer service, sales, or community portals.</span></p>
<h3><b>Sync Existing Product</b></h3>
<p><span style="font-weight: 400">The admins can easily update the existing products on Salesforce to sync without creating new products on WooCommerce. The admins can use the “primary field” of the “Product2 Feed” and update the ProductID and their PriceBookEntry ID.</span></p>
<h3><b>Reload The Log Table With A Single Click</b></h3>
<p><span style="font-weight: 400">The admins can utilize this functionality of the WooCommerce salesforce plugin to easily refresh the log table with a single click, without refreshing the entire page every time. This saves a lot of time for the admin.</span></p>
<h4><b>Two-Way Product Syncing From Salesforce To WooCommerce</b></h4>
<p><span style="font-weight: 400">With the two-way syncing functionality, any changes made by admins to products in Salesforce will also be reflected in WooCommerce. Similarly, if an admin manually creates a new product in Salesforce, the same product will be created in WooCommerce. By utilizing the reverse product feed mapping functionality, all fields mapped will reflect the changes made in salesforce to WooCommerce.</span></p>
<p><span style="font-weight: 400">NOTE: Both functionalities have dedicated settings to cater to different needs. If admins want product changes to reflect in WooCommerce without automatically creating new products, they can enable the first setting and vice versa.</span></p>
<h4><b>Multi-Currency Support</b></h4>
<p><span style="font-weight: 400">With multi-currency support, you can enable multi-currency settings in Salesforce. Once you successfully enable it, you will see a new field in Product2 Feed and Pricebook Feed. From here, you can accurately sync data in different selected currencies.</span></p>
<h3><b>Two-Way Deletion Of The Listed Products</b></h3>
<p><span style="font-weight: 400">WooCommerce Salesforce enables admins to use the two-way deletion feature. A listed single from your WooCommerce store will also be deleted from Salesforce and vice versa.<br />
</span><span style="font-weight: 400">NOTE: </span><span style="font-weight: 400">After the enhancement, if any product is deleted directly from Salesforce and then re-synced from WooCommerce, it will be re-created in Salesforce with updated IDs and an updated Pricebook Entry.</span></p>
<h4><b>Data logs for Easy Tracking</b></h4>
<p><span style="font-weight: 400">This feature lists all the WooCommerce data synced to your <strong>Salesforce WooCommerce Integration.</strong></span></p>
<ul>
<li><span style="font-weight: 400">Feeds synced</span></li>
<li>WooCommerce object and object ID</li>
<li><span style="font-weight: 400">Salesforce object and object ID</span></li>
<li><span style="font-weight: 400">Time of sync</span></li>
</ul>
<p><span style="font-weight: 400">This feature also allows you to delete entries from the data log, either manually or automatically. In the latest version of the plugin, you can also filter the logs with errors.</span></p>
<h3><b>Wipe All Data Once The WooCommerce Salesforce Integration Is Disconnected</b></h3>
<p><span style="font-weight: 400">If you have the feature for wiping data enabled in the Salesforce CRM Integration plugin, you will have all your data cleared once you disconnect your integration, as shown below.</span></p>
<h3><b>Associate WooCommerce Object Fields With Salesforce Modules</b></h3>
<p><span style="font-weight: 400">This feature helps you map WooCommerce object fields with your Salesforce CRM account’s modules using association rules. These association rules are called feeds.</span></p>
<h3><b>Conditional Filter In Feeds</b></h3>
<h3><span style="font-weight: 400">You can use conditional filters, including the “OR” and “AND” filters, when customizing feeds to sync data at your convenience.</span></h3>
<p><span style="font-weight: 400"><strong>NOTE:</strong> While using the conditional filter, if the mentioned field is empty either in WooCommerce or Salesforce, in that case, the field will not be synced.</span></p>
<h3><span style="font-weight: 400"><b>Date Range For Syncing Data</b><br />
</span></h3>
<p><span style="font-weight: 400">Admins can now utilize the option to select a particular date range while bulk and one-click syncing the data. It is important to note that this date range functionality will not work while syncing the data products and users. While you are bulk syncing the data, the old data is synced first, then the new data is synced (date-wise). </span></p>
<h3><b>Abandoned Cart Synchronization</b></h3>
<p><span style="font-weight: 400">This new kind of synchronization helps admins to sync the data of your guests and logged-in users’ abandoned carts with WooCommerce salesforce. The admins can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. After successfully syncing the abandoned cart data, the clickable link for the Salesforce ID is mentioned for the admins to verify the synced data.</span></p>
<h3><b>Compatibility With Affiliate Manager </b></h3>
<p><span style="font-weight: 400">The merchants can utilize this compatibility with </span><a href="https://wpaffiliatemanager.com/"><span style="font-weight: 400">Affiliate Manager</span></a><span style="font-weight: 400"> to sync all their customer and affiliate data to Salesforce. The data is synced in three scenarios, and a separate event is created for this (Affiliate created/updated), which will be used to check that the feeds are for affiliates. The data will be synced when a user registers on Affiliate Manager’s platform, when they earn a commission, or when they update their account details. A cron job will run every 5 minutes to sync the mentioned data accurately. </span></p>
<h3><b>Compatibility With Subscription </b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual subscription product, be it the Subscription Name, ID, Parent ID, Status, Customer, Payment Method & Schedule, and all the other individual details can be synced. Three events are triggered here: when a subscription is created, when it’s updated, and when it’s changed.</span></p>
<p><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></p>
<h3><b>Compatibility With WooCommerce Membership</b></h3>
<p><span style="font-weight: 400">The merchants can now utilize subscriptions as an object to map out and sync all the details related to the individual membership plans, be it Membership Plan ID, Membership Created Date & Time, Membership End Date & Time, and other individual details can be synced. The membership is created in either of two ways – by manually creating it or when an order is placed. </span></p>
<h3><span style="font-weight: 400">So, in that case, two events are triggered – the order status is changed, or the Membership is updated. </span><span style="font-weight: 400">Admins can also utilize bulk and manual sync options to sync all the relevant data in one go.</span></h3>
<h3><span style="font-weight: 400"><b>Compatibility Coupon Referral Program</b><br />
</span></h3>
<p><span style="font-weight: 400">Salesforce CRM integration is compatible with the referral plugin for WooCommerce. This enables the admins to map out and sync all the details of all the coupons that are generated for the different orders and users. This compatibility will work for the order feed and user feed.</span></p>
<h3>Benefits of Salesforce CRM Integration.</h3>
<h3><b>1. Filter in a Log Table</b></h3>
<p><span style="font-weight: 400">With Woo Salesforce Integration, you can add a filter in the log table to easily filter all the data of different feeds, i.e. Account, Contact, Product2, PricebookEntry, Opportunity, Order, OrdeItem, and Subscription in the synced data.</span></p>
<h3><b>2. Better Customer Management</b></h3>
<p><span style="font-weight: 400">The advanced features of WooCommerce Salesforce Integration help you manage your customers by tracking their orders and order items.</span></p>
<h3><b>3. Fast Data Sync</b></h3>
<p><span style="font-weight: 400">Salesforce CRM Integration syncs data in real-time. The real-time data sync and historic data sync are key benefits of this plugin.</span></p>
<h3><b>4. Real-Time Reporting</b></h3>
<p><span style="font-weight: 400">Syncs your WooCommerce data with Salesforce CRM in real-time and displays the records via sync logs.</span></p>
<h3><b>5. Conditional Filtering</b></h3>
<p><span style="font-weight: 400"> You can now add conditional filters in the Salesforce WooCommerce feeds using the WooCommerce Salesforce connector plugin.</span></p>
<h3><b>6. Intuitive Setup Process</b></h3>
<p><span style="font-weight: 400">The plugin offers an easy setup process to sync your website data with your Salesforce CRM account—the layout is interactive.</span></p>
<h3><span style="font-weight: 600;font-family: var(--wccom-font-family-header);font-size: var(--wp--preset--font-size--x-large,32px);letter-spacing: -0.02em;color: var(--wp--preset--color--woo-text-gray,#101517)">Support</span></h3>
<p>Visit the <a href="https://woocommerce.com/document/salesforce-integration/" target="_blank" rel="noopener">salesforce crm integration 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>.</p>

Salesforce Integration

<p>Salesforce crm integration empowers you to sync your WooCommerce store’s data, including contacts, products, and orders. This Salesforce CRM Integration allows automatic sync, instant sync, two-way product sync and deletion, etc.</p>

<ul class="wccom-tick-list-primary">
<li>Easily sync your WooCommerce data, like customer details and orders, to Bigin with simple one-click or bulk options, saving you time and effort.</li>
<li>Use flexible features like instant sync, background sync, and conditional filters to control what data syncs and when, making your workflow smoother.</li>
<li>Keep track of everything with detailed logging so you can quickly spot and fix any syncing issues.</li>
<li>Create custom feeds and map data based on events like order updates, so your Bigin CRM always has the latest information.</li>
</ul>
<h2>Features</h2>
<h3>Connecting WooCommerce and Bigin</h3>
<p><span style="font-weight: 400">Setting up the integration with Bigin is simple. First, select your Zoho domain based on your country. Then, click on </span><b>“Login”</b><span style="font-weight: 400"> and authorize the connection. </span></p>
<p><span style="font-weight: 400">You’ll be prompted to give permission; accept it and move to the next step. </span></p>
<p><span style="font-weight: 400">Here, you can create default contact feeds, and you’re all set! Now you’ll be redirected to the dashboard, and you can start syncing your data to Bigin.</span></p>
<p><span style="font-weight: 400">By default, you get Contact, Products, Pipeline, and Accounts (Company) feeds that sync the data of these objects. Along with the predefined contact feeds, you can also create custom feeds to easily sync data for additional objects.</span></p>
<h3>Synchronize</h3>
<p><span style="font-weight: 400">You can sync your existing (historical) data using this extensiopn:</span></p>
<ol>
<li><b>One-click sync</b></li>
</ol>
<p><span style="font-weight: 400">Using the one-click sync option, you can sync newly added data or data that didn’t sync in the last process. Click on the option, select your Woo object type from the drop-down, select your feed, and start the process to sync.</span></p>
<ol start="2">
<li><b>Bulk Data Sync</b></li>
</ol>
<p><span style="font-weight: 400">With Integration with Bigin for WooCommerce, you can send all the data of a WooCommerce Object in bulk; just select the object and related feed and start sending your existing data over Bigin.</span></p>
<ol start="3">
<li><b>Instant sync</b></li>
</ol>
<p><span style="font-weight: 400">The extension comes with an instant sync feature that you can enable to sync your WooCommerce data instantly. This functionality depends on the event you have selected in your feed settings.</span></p>
<ol start="4">
<li><b>Background Sync</b></li>
</ol>
<p><span style="font-weight: 400">Background sync is another great feature, which you can use to sync your existing data in the background over Bigin every 5 minutes. You can utilize this feature when you don’t want to initially sync the data during the extension setup.</span></p>
<h3>Mapping</h3>
<ol>
<li><b>Synchronization Based on Events</b></li>
</ol>
<p><span style="font-weight: 400">You can sync newly added data based on specific, defined events like when an order is created and updated, the order status is changed to failed, refunded, or drafted, the product is created and updated, and many more. You can use these events to trigger the synchronization.</span></p>
<ol start="2">
<li><b>Sync Contact Details</b></li>
</ol>
<p><span style="font-weight: 400">Sync customer information — like First Name, Last Name, Email, Phone, Mobile, Mailing City, and Street, etc. — to Bigin, keeping all your customer details in one place. </span></p>
<ol start="3">
<li><b>Sync Product Details</b></li>
</ol>
<p><span style="font-weight: 400">Zoho Bigin Integration plugin allows you to easily sync Product Details like Name, Code, Unit Price, Description, Product Category and More!! </span></p>
<ol start="4">
<li><b>Sync Account (Company) Details</b></li>
</ol>
<p><span style="font-weight: 400">Zoho Bigin has integrated accounts (company), also known as the company module, which you can utilize to sync company details such as owner, name, image, and more. This helps you in storing a specific type of data in a specific place.</span></p>
<ol start="5">
<li><b>Sync Shipping Details</b></li>
</ol>
<p><span style="font-weight: 400">Easily sync all shipping details with Zoho Bigin through bulk or instant sync. You can choose to sync shipping as a line item within the order or as a separate shipping product. Along with this, the extension lets you sync the shipping total or the shipping total including tax, ensuring complete accuracy in order records.</span></p>
<ol start="6">
<li><b>Pipeline Synchronization</b></li>
</ol>
<p><span style="font-weight: 400">Pipeline synchronization helps keep your order data updated by syncing important details such as order fields, values, order status, quantity, product list, price, discounts, and more.</span></p>
<p><b>Note:</b><span style="font-weight: 400"> Make sure to include the </span><b>Sub Pipeline</b><span style="font-weight: 400"> standard field in the sub pipeline feed. If this field is missing or left blank, you might run into errors during the synchronization process.</span></p>
<ol start="7">
<li><b> Map Woo Order Statuses in Pipeline </b></li>
</ol>
<p><span style="font-weight: 400">You can map WooCommerce order statuses to specific pipeline stages in Bigin. For example, pending payment orders can be assigned to a </span><b>“Needs Analysis”</b><span style="font-weight: 400"> stage, completed orders can move to</span><b> “Closed Won,”</b><span style="font-weight: 400"> and canceled orders can be synced to </span><b>“Closed Lost.”</b><span style="font-weight: 400"> </span></p>
<ol start="8">
<li><b>Sync Based on Conditional Filters</b></li>
</ol>
<p><span style="font-weight: 400">This extension features conditional filters, which you can use to control which data gets synced to Bigin by setting specific rules. Just pick the fields, choose the type of condition, and add the values to create your rule. You can also use multiple AND or OR filters to make your conditions more detailed.</span></p>
<ol start="9">
<li><b>Sync Product Image</b></li>
</ol>
<p><span style="font-weight: 400">You can also sync product images from your WooCommerce store to Zoho Bigin. This makes sure your products look the same in both places. Having the images in Zoho Bigin, your team can quickly recognize products, manage them easily, and give customers a clear view of what you’re offering.</span></p>
<ol start="10">
<li><b>Multi-Currency Synchronization</b></li>
</ol>
<p><span style="font-weight: 400">This extension supports multiple currencies, making it easy to manage international sales. When syncing data, both the store’s base currency and the customer’s shopping currency are shown in Zoho Bigin. The admin can set the preferred currency and define the conversion rate directly from their Bigin dashboard. </span></p>
<ol start="11">
<li><b>Sync Refund Details</b></li>
</ol>
<p><span style="font-weight: 400">Sync refund details such as the refund amount, reason, refund notes and date. This keeps all refund information updated in Zoho Bigin, helping you track order history and manage customer refunds with ease.</span></p>
<ol start="12">
<li><b>Sync Tax Details</b></li>
</ol>
<p><span style="font-weight: 400">Now you can easily sync tax rates between your WooCommerce store and Zoho Bigin. Create tax rates in WooCommerce for standard, reduced, or zero rates, and map them directly to Zoho Bigin. </span></p>
<h3>Comprehensive Logging</h3>
<p><span style="font-weight: 400">The log tab gives you a detailed view of all your WooCommerce data that was successfully synced to Bigin or failed to sync.</span></p>
<ol>
<li><b>Enable/Disable Loggin </b></li>
</ol>
<p><span style="font-weight: 400">Activate or deactivate sync logging whenever you want. You can also choose how many days to keep the logs, and they’ll be automatically deleted after that time.</span></p>
<ol start="2">
<li><b>Sync Log Section</b></li>
</ol>
<p><span style="font-weight: 400">This extension includes a Sync Log section that shows details like Feed, WooCommerce Object, Woo Object ID, Bigin Object, and more. This information helps you spot and fix any errors that happen during syncing</span></p>
<h2>Benefits</h2>
<ol>
<li><b>Save Time with Easy Syncing</b></li>
</ol>
<p><span style="font-weight: 400">Sync your WooCommerce data to Bigin in a single click or in bulk, without any complicated steps. This lets you focus on your business instead of manual data entry.</span></p>
<ol start="2">
<li><b>Stay Organized with Automatic Updates</b></li>
</ol>
<p><span style="font-weight: 400">This extension has features like instant sync and background sync to keep your Bigin CRM updated with the latest customer and order details. You’ll always have accurate information at your fingertips.</span></p>
<ol start="3">
<li><b>Reduce Errors with Smart Filters</b></li>
</ol>
<p><span style="font-weight: 400">The extension incudes conditional filters that let you set rules so that only the right data syncs to Bigin. This cuts down on mistakes and keeps your CRM clean and reliable.</span></p>
<ol start="4">
<li><b>Fix Issues Quickly with Detailed Logs</b></li>
</ol>
<p><span style="font-weight: 400">The logging system shows you exactly what synced or failed, with clear details. You can spot problems fast and solve them without any hassle.</span></p>
<ol start="5">
<li><b>Customize to Fit Your Needs</b></li>
</ol>
<p><span style="font-weight: 400">Create custom feeds and map data based on events like order changes or product updates. This ensures the integration works perfectly for your specific business needs.</span></p>
<h2>Support</h2>
<p><span style="font-weight: 400">If you need support or have questions, kindly </span><span style="font-weight: 400"><a href="https://woocommerce.com/my-account/create-a-ticket/">contact us</a>.</span></p>

Integration For Bigin By Zoho CRM

<p>Connect WooCommerce to Bigin CRM, sync customers, orders, and products, and control data with custom feeds and filters.</p>

Salesforce Integration vs Integration For Bigin By Zoho CRM