Before You Get Started
The WooCommerce integration lets you sync your store data including contacts, orders, products, and collections directly into Ivorey™. Once connected, you can automate key actions using order and payment triggers to streamline store management and marketing.
WooCommerce Integration Features
WooCommerce Integration Features
Data Syncing for Store Management: Sync contacts, orders, transactions, products, and collections from WooCommerce to keep your store data organised and up to date.
Automation Triggers: Leverage built-in triggers like Order Submitted and Payment Received to automate workflows and improve the post-purchase experience.
Customisable Sync Settings: Control which data syncs continuously by enabling or disabling specific data types.
Guest Checkout Handling: Automatically create contacts for guest checkout customers, so every lead is captured - no manual entry needed.
Simplified Product Import: Only simple and variable products are imported to maintain clean, accurate product data inside Ivorey.
Error Handling: If an authentication error occurs (401, 403, 404), the system pauses the sync and sends email instructions to reconnect your account.
This guide is perfect, if you want to:
Connect Your WooCommerce Store
Automate Your WooCommerce Store Management
Important Notes
Customer Roles Import: Only users with the roles of Customer or Subscriber in WooCommerce will be imported as contacts.
Contact Creation When Sync Is Disabled: If contact sync is turned off but order sync is enabled, Ivorey™ will still create a contact for each order.
Guest Checkout: Orders placed by guest customers will create contacts in Ivorey™, but no additional customer data will sync beyond the order details.
Order Status Mapping: WooCommerce order statuses are mapped as follows:
Completed or Refunded → Completed
Cancelled or Failed → Cancelled
All other statuses → Pending
Order Details: Orders imported from WooCommerce will display a WooCommerce subtype on the Orders page for easy identification.
Product Import Limitations: Only Simple and Variable product types are imported. Other product types will be excluded. Products with zero price or no variants will also not be imported.
Product Visibility: Only published WooCommerce products will have the Include in Online Store toggle enabled. Unpublished products will be skipped during import.
Source of Truth: WooCommerce is treated as the source of truth for product data. Any changes made in WooCommerce will be reflected in the synced products.
Category Import Limitations: Only product categories that are actively linked to products will be imported. Unused or unassigned categories will be excluded.
Deletions Not Synced: Deleting products or categories in WooCommerce will not delete them from your Ivorey™ catalog. All deletions must be managed manually if needed.
How to Connect Your WooCommerce Store
Navigate to your [Settings] and select [Integration]
Find WooCommerce and click the [Connect] button
A modal will prompt you to enter your WooCommerce store URL (ensure it follows the format https://yourstore.com without a trailing slash)
After connecting, you will be directed to the Import Elements screen, where you can turn on the toggle and check the box to select the data you want to import from your WooCommerce store. You can choose to import Contacts, Orders, Transactions, Products, and Collections.
On the next screen, turn on the toggle and check the box to select the data you wish to continue syncing from WooCommerce to your Ivorey™ account in the future. Available syncing options include Contacts, Orders, Transactions, Payment Received Triggers, Products, and Collections.
Click [Save] to initiate the process and [Approve] the WooCommerce permissions. The setup may take some time depending on your data volume.
To adjust sync settings later, return to [Settings] to enable or disable specific elements for future orders.
Note: If additional data needs importing, disconnect and reconnect the integration to start a fresh import of any missed information.
Automating Your WooCommerce Store Management
With the WooCommerce integration, you can automate key store tasks and reduce manual admin. Once connected:
Contacts, orders, and transactions sync automatically - no manual data entry required.
Order confirmation emails can be triggered as soon as an order is placed.
Payment-based automations send thank-you messages or follow-ups for pending payments.
Pro Tips for Automating Your WooCommerce Store Management
Optimise Your Triggers: Use automation triggers like Order Submitted and Payment Received to send order confirmations, payment notifications, and follow-ups.
Track Guest Checkouts: Guest orders create contacts automatically. While these won’t sync for future updates, they’re a valuable way to grow your lead database.
Understand Status Mapping: Get familiar with how WooCommerce order statuses translate in Ivorey™. For example, Completed or Refunded in WooCommerce becomes Completed in Ivorey. (See the Important Notes section at the top of this article for clarification on status mapping.)
Maintain Clean Data: Review and update your imported records regularly to keep your store data consistent, accurate, and ready for automation.
Still Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account.