CRM & Commerce · WooCommerceCustom integration — assessment required

Make store-to-field data fit your WordPress setup.

Assess selected WooCommerce records alongside your field workflow. Plugins, custom statuses and guest checkout can materially change the mapping. No ready-made WooCommerce connector is verified.

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WooCommerce Scope map · proposed connection

WooCommerceAuthorised source / destination

Selected customer recordsWooCommerce → SalesTOS

Products and variationsWooCommerce → SalesTOS

Order summariesWooCommerce → SalesTOS

SalesTOSTrade customer context

Record ownership and direction are defined below. No universal two-way sync is implied.

The operational need

Why connect these systems?

Guest orders do not always provide a reusable customer identity.

Plugin-added statuses may have company-specific meanings.

Variable products need variation-level field mapping.

Direction, ownership, prerequisites

What data can be exchanged?

Each row is a separate scope decision. Supported workflows still require configuration; proposed records require assessment and implementation.

WooCommerce data scope
Record or object	Direction	System of record	Purpose	Availability / prerequisites
Selected customer records	WooCommerce → SalesTOS	WooCommerce	Trade customer context	Assessment: registered and guest matching
Products and variations	WooCommerce → SalesTOS	WooCommerce	Catalogue reference	Assessment: variation and unit mapping
Order summaries	WooCommerce → SalesTOS	WooCommerce	Customer conversation context	Assessment: selected statuses and fields
Stock and refunds	No automatic exchange	WooCommerce	Store operations	Separate scope; not promised

Connection design

How the connection works

WooCommerce provides REST APIs. Review WordPress hosting, authentication, installed plugins and custom fields. A proposed API or event design must respect the store’s actual permissions and operational constraints.

Illustrative working scenario

From system context to a useful next action.

An agreed set of wholesale customers and order summaries could be supplied to the field team. The representative records the next visit in SalesTOS while store staff manage fulfilment in WooCommerce.

What happens to writeback?

A field activity does not automatically edit an online order, refund a payment or adjust inventory.

Before implementation

Setup requirements

WooCommerce/WordPress versions and hosting
Relevant plugins and custom order states
Guest-customer and variation examples
Authorised API access and staging store

Use an authorised setup process for credentials. The enquiry form does not request passwords or API secrets.

Operating the agreed scope

Reliability & access

Test plugin-specific responses, stable order IDs and duplicate event handling before rollout. A custom connector needs clear failed-run visibility and a correction owner.

A clearer scope starts here

Questions, answered.

Search these questions

WooCommerce integration

Will every plugin work?

Plugin-specific fields and behaviour require review; blanket compatibility is not promised.

How are guest buyers matched?

Agree an identity rule using approved fields; names alone are insufficient.

Can variations be mapped?

Variation identifiers and units are candidates for mapping during assessment.

Will stock sync automatically?

No. Inventory synchronisation is a separate transaction scope.

What should we prepare for a WooCommerce discussion?

WooCommerce/WordPress versions and hosting; Relevant plugins and custom order states; Guest-customer and variation examples; Authorised API access and staging store. Share redacted examples through an agreed channel, never passwords or API secrets in the public form.

How is WooCommerce integration scope confirmed?

Review the objects and prerequisites on this page, then agree mapping, access, refresh timing and acceptance criteria. A field activity does not automatically edit an online order, refund a payment or adjust inventory.

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Your systems. A defined scope.

Discuss WooCommerce with SalesTOS.

Bring your business workflow and current setup. We’ll use them to assess the right data scope.

Discuss This Integration