WooCommerce Connector is a premium Task Session addon that helps you connect your WooCommerce store with your CRM. Sync orders, customers, products, sales data, and store activity directly into Task Session, so your team can manage eCommerce operations, customer follow-ups, and reporting from one place.
With the WooCommerce Connector, you can connect multiple WooCommerce accounts, import store orders, view customer details, track order status, manage product data, and monitor real-time dashboard analytics. You can also push order data to another CRM or third-party system in real time using JSON API, add custom fields, map WooCommerce data with your CRM fields, and import or export data through CSV files.
Key Features:
- WooCommerce Integration: Connect your WooCommerce store with Task Session.
- Multiple WooCommerce Accounts: Connect and manage multiple WooCommerce stores from one Task Session CRM.
- Order Sync: Import WooCommerce orders into your CRM.
- Customer Sync: Save WooCommerce customers inside Task Session.
- Product Sync: Import product details from your WooCommerce store.
- Order Details: View products, quantity, price, tax, shipping, discount, payment method, and totals.
- Order Status Tracking: Track pending, processing, completed, cancelled, failed, refunded, and on-hold orders.
- Customer Profiles: View customer name, email, phone, billing, and shipping details.
- CRM Linking: Connect WooCommerce customers with CRM client records.
- Realtime Dashboard Analytics: View live sales, total orders, revenue, customer activity, order status, and store performance in one dashboard.
- Sales Dashboard: Track store sales, revenue trends, order performance, and customer purchase activity.
- CSV Import: Import orders, customers, products, or mapped data into Task Session using CSV files.
- CSV Export: Export WooCommerce orders, customers, products, reports, and CRM data in CSV format.
- Custom Fields: Add custom fields for orders, customers, or products based on your business needs.
- Field Mapping: Map WooCommerce order, customer, and product fields with your Task Session CRM fields.
- Real-Time JSON API Push: Push WooCommerce order data to another CRM or external system in real time using JSON API.
- Third-Party CRM Support: Send order and customer data to other CRM platforms through custom API endpoints.
- Manual Sync: Import latest WooCommerce data whenever needed.
- Auto Sync: Keep orders, customers, and product data updated automatically.
- Real-Time Sync: Update new orders and customer activity in Task Session as soon as they happen.
- Order Notes: Add internal CRM notes for each WooCommerce order.
- Follow-up Management: Assign staff to handle customer follow-ups, order issues, and sales opportunities.
- Role Permissions: Control staff access to WooCommerce data.
- Secure API Connection: Connect using WooCommerce REST API keys.
- Self-Hosted Control: Keep your store data inside your own Task Session system.
Addon Requirements:
- WooCommerce hosting, payment gateway fees, shipping charges, third-party CRM charges, API usage costs, and third-party plugin costs are not included and may vary based on your provider.
- The WooCommerce Connector addon requires an active Task Session CRM installation with a valid license key and an active WooCommerce store with valid REST API access.
- Real-time dashboard analytics, JSON API order push, custom field mapping, CSV import/export, and third-party CRM integration may require additional setup based on your store, CRM, or API structure.