The WooCommerce Integration - How does it work, and how do I set it up?

  Plan availability 

  Pro   Enterprise    |     Standard    Advanced  

 

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The Retail POS-WooCommerce integration shares product, inventory, customer, and sales information between both systems, simplifying daily operations by saving time on manual admin and double-entry. Everything is kept up-to-date between your online and physical stores, so you can be confident that you will only sell the stock you have.

If you are new to selling online, WooCommerce is a great option as you can start with the essentials using their free WordPress plugin, and add more features and extensions when you want to build up and grow your online store.

  Important

  • Once your Retail POS and WooCommerce accounts are connected, Retail POS becomes the system of record.
  • You should manage your product catalog, pricing, and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
  • WooCommerce feeds important information back to Retail POS such as online sales, new customer or existing customer information associated with a sale, and inventory from a sale to keep stock levels in sync.
  • Please click the following link for more on how to use the WooCommerce integration!

A few things to keep in mind

  • Before connecting your WooCommerce store to Retail POS, we recommend connecting your store to a test environment. Creating a test environment enables you to test the new integration thoroughly before integrating your live store and will cause the least disruption to your store and your customers.
  • Work with a Developer: WooCommerce runs differently depending on which server you host it on, and how you set it up. Engaging with a developer will help you get properly set up.
  • Allocate enough time: We recommend setting aside time to set up and test your site before going live to your customers. The timing can vary depending on how your WooCommerce store has been set up.
  • We also recommend that you read: Things to check before integrating WooCommerce with Retail POS (X-Series). This will ensure that you have everything prepared before setting up the integration.

New to WooCommerce

First steps

1. In Retail POS, navigate to Setup > Apps.

2. Locate the WooCommerce app under Sell Online and click Connect to Lightspeed Retail.

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3. On the Connect to WooCommerce page, select I don't have a WooCommerce account then click Find out more. This will take you to a new page to learn more about WooCommerce

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Set up your Wordpress account

The first step to setting up your Retail POS-WooCommerce online store is to set up a WordPress account, as WooCommerce is a plugin of WordPress.

You will need to be on WordPress 4.4 and above and WooCommerce 3.0 and above to be able to integrate your Retail POS store with WooCommerce.

Setup a hosting provider

The next step to setting up your Retail POS-WooCommerce online store is to select a hosting provider. This will enable you to start building your online store with just a few clicks. As WooCommerce is a plugin of WordPress, you will need a hosting provider who will host the WordPress website on their web servers, leaving you to focus on building your online store, instead of maintaining a web server.

There are two options when selecting a hosting partner:

1. Run your WooCommerce site directly from WordPress. As WordPress is a hosting provider itself, if you use the WordPress Business Plan, this will include everything needed for you to run your WooCommerce store. Using the WordPress Business Plan can cost extra, but will take you less time to set up your store.

2. Use a separate hosting provider to run your WooCommerce store. WooCommerce has partnered with different hosting providers that offer pre-installs of WordPress, WooCommerce, the Storefront theme, and e-Commerce-specific features, such as a dedicated IP and SSL certificate to keep your store protected and secure. For more information on hosting providers, refer to the Trusted WooCommerce Hosting page. Using a separate hosting provider may be a cheaper alternative to the WordPress Business Plan, however, there will be extra steps required to set up your store.

Set up a WooCommerce account

Once you have set up your hosting, you will need to set up your WooCommerce account. Go to the WooCommerce sign up page to begin.

Next Steps

Once you have set up your hosting, WordPress, and WooCommerce account, you are ready to set up your integration with Retail POS.

Before you begin

  • For Retail POS users, the WooCommerce integration is only available on the Pro and Enterprise, and Standard and Advanced plans. If you’re on a Lite or Lean plan, you’ll need to upgrade to connect your Retail POS store to WooCommerce.
  • You will need to be on WordPress 4.4 and above and WooCommerce 3.0 and above to be able to integrate your Retail POS store with WooCommerce.
  • You will need your store URL and your login credentials to set up the Retail POS-WooCommerce integration.
  • Make sure you have set up your product catalog before connecting the Integration. If you have products on both platforms, make sure the SKUs match.
  • We recommend you make a backup of any product data in both Retail POS and WooCommerce before you begin. You can export your Retail POS products on the Catalog page and you can export your WooCommerce products on their Product page.
  • Any third-party WooCommerce app that changes your prices or SKUs will cause problems. Please test this thoroughly before switching on another integration to your WooCommerce store when linked with Retail POS.
  • We recommend creating a separate payment type just for WooCommerce orders.
  • We recommend setting up a new register in Retail POS in the outlet you want to link to WooCommerce. This is because sales made in WooCommerce after you close your store’s register for the day will re-open the register. Setting up a separate register also ensures all your reporting is clear.

Setting it up

1. In Retail POS, navigate to SetupApps.

2. Locate the WooCommerce app under Sell Online and click Connect to Lightspeed Retail.

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3. On the Connect to WooCommerce page, select I have a WooCommerce account

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4. Enter your WooCommerce store URL. The URL will have to be secured, i.e., https. If you have a custom domain this is where you input it for example: mystore.com

5. Enter in your Consumer Key and Consumer Secret. To obtain your Consumer Key and Consumer Secret, go to WooCommerce.

  • Select Advanced > REST API

  • Select Add Key

  • Name your description

  • Change the permissions to Read Write

  • Click on Generate API Key

  Note

The API Key is linked to the user who created it. Deleting the user who created the API Key will remove it and the integration will break. In the event where you may need to delete the user who created the API key, assign the API key to another Admin user before proceeding to delete.

6. Next, create a permalink under WordPress. This is because your account must have a custom permalink enabled with any of the tags added to it. For more information on what a custom permalink is, refer to our WooCommerce FAQ guide.

7. Select a Default Payment Type from the drop-down. This will be the default for any payments processed in WooCommerce. Once set up, you can also map individual payment types you wish to record separately in Retail POS. Refer to our Mapping Payment Types from WooCommerce to Retail POS (X-Series) guide for further information.

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  Important

Retail POS gift cards do not work with WooCommerce.

8. Select a Register to link with WooCommerce. We recommend that you add a new WooCommerce register to help you track your online sales separately from your in-store sales. To learn how to set up a new register, refer to our Adding a New Register guide.

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9. Choose one or more outlets to sync your inventory with WooCommerce in the Sync inventory levels section. If you have more than one outlet you'd like to link with WooCommerce you will need to set up multi-outlet inventory. To do this, refer to our Multi-Outlet inventory in WooCommerce guide.

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10. Click Connect WooCommerce.

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  Important

If you receive error messages when setting your integration up, check out our Troubleshooting your Retail POS (X-Series)-WooCommerce Integration article for further assistance.

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