Step-by-Step Guide to Install Syncerize for WooCommerce
Yusra
Last Update 3 maanden geleden
To install Syncerize, make sure that the WooCommerce plugin is installed and activated in your WordPress.
Make sure the WooCommerce plugin is updated to the latest version.
The first step in installing Syncerize is to download the Syncerize plugin file on your computer.
To download the file, click on the link: Syncerize Plugin Download Link
- Log in to your WordPress dashboard.
On the left sidebar, locate and click on Plugins.
- Click on Add New Plugin. A new screen will appear.
At the top of the screen, click on Upload Plugin.
- Click on Choose File to select the downloaded file from your computer.
Select the Syncerize plugin file from your computer.
Once the file is selected, click on Install Now.
The installation process will begin, and you will see an installation progress screen.
After installation is complete, click on Activate Plugin.
The Syncerize store will now appear in the left sidebar of your WordPress dashboard, indicating successful installation.
Store Selection & Connection Process
Click on the Syncerize app from the left sidebar of your WordPress dashboard.
The Syncerize dashboard will open.
On the dashboard, select whether this store will be a Source Store or a Destination Store, depending on your requirements.
How do I get started?
Store Connection Process: If you are a source store you need to provide your unique key to the destination store for connection. This unique key is displayed on the Source store’s main dashboard screen.
Source store can also send the Connection Invitation to Destination Store.
To send connection invitation for Source store, Go to the 'Stores' section from your Source store.
At the upper right corner, click on 'Send Invitation' as shown in the image below.
A prompt box will appear where you need to enter the email address of the destination store you are inviting. Click on "Send Invitation" to share your unique key with the destination store.
If you are a destination store, you need to input the source store's unique key in your store. To connect a source store. go to the store's section from the destination store.
Click over 'Add new store' at the upper right corner, add the source stores' unique key in the prompt box, and click connect.
You can also send the 'Connection Invite' to the Source store for connection.
To send a connection invitation to the Source store, Go to the 'Stores' section from your Destination store.
At the upper right corner, click on 'Add New Store' as shown in the image below.
A new prompt box will appear, click on Invite at the bottom right corner.
A prompt box will appear where you need to enter the email address of the source store you are inviting. Click on "Send Invitation" to share your unique key with the source store.
The step-by-step guide is here: Connecting A Source Store to a Destination Store.
If you want to disconnect/reconnect a Source store, the Guide is here: Disconnecting/Reconnecting a Source store
The next step after connecting the source store and destination store is Product Syncing.
How to Sync Products?
Prerequisites Before Syncing Products:
To sync products, ensure they are available in the Source store by accessing the 'Products' section.
Three different tabs will appear, Synced, Unsynced, and Settings. Open the third category ‘Settings’ and choose ‘All Products’. Click save to apply the settings.
More Information about Making Products Available is here:
Making Products Available | Help Center
For Shopify:
Always keep the checkbox "Track Quantity" enabled to ensure accurate inventory syncing. If your product has variants, you must go into the inventory of that specific product and check this box for each variant.
For Woocommerce:
Always keep the checkbox “Track stock quantity for this product” enabled in ‘Inventory’ tab to ensure accurate inventory syncing. If your product has variations, you must go into the ‘Variations’ tab and enable the checkbox “Manage stock?” for each variant.
Please ensure all SKUs and UPCs(Barcode) must be unique across all products and its variations.
Sync Products
To sync the products, go to the Destination store and click on the ‘Products’ section.
The products will appear in two categories, Synced, and Unsynced. Open the ‘Unsynced’ products category, select the product, and click on Sync.
If you want information on How to Unsync the Synced Products, detailed steps are here:
How to Unsync the Synced Products | Help Centre
You can also unsync the products from the Destination stores’ ‘Product’ section.
Select the product from the ‘Synced’ category and click on ‘Unsync’.
When you choose to unsync a product, you will see two options: "Unsync Only" and "Delete and Unsync."
Selecting "Unsync Only" will keep the product in the store but stop syncing it. Choosing "Delete and Unsync" will unsync and remove the product with all its saved attributes from the store.
If you unsynced a product using the "Unsync Only" option, then you can resync it by performing product mapping.
If you unsynced a product using the “Unsync and Delete”, then you need to follow the whole syncing process from the beginning to resync the product again.
How to Map A Single Product?
When you already have products on your Destination store which you want to sync from source store(s), then you need to Map those products.
To map:
Go to the ‘Products’ tab and select the product you want to map under the ‘Un-sync’ category. Click on the map button as shown below.
The following screen will pop up. Select the ‘OK’ button; it will start the search operation for mapping.
If the search is successful, the product placed on the destination store with the same SKUs and number of variants as that of the source store product you want to map will be displayed below.
Here you can select the available options for the product map and click the ‘Map’ button.
Once mapped, your store would reflect the mapped product without creating an identical product with the same SKU.
Note: You can also Bulk Map the Products. It will allow you to map up to 500 products at a time.
Detailed information on How to do Bulk Mapping is here:
Order Management
Syncerize allows order management from both the source store and the destination store. The source store is responsible for fulfilling the order that the destination store pushes.
The destination store is responsible for pushing an order to the source store. It can be done in two ways, manual order pushing and automatic order push.
How to Push an Order Manually?
To push an order to the source store for fulfillment, go to your destination store's ‘Orders’ tab.
Here you will find a list of all orders placed at your destination store for synced products.
Select the order under the ‘Not Pushed’ category that you need to forward to the source store for fulfillment.
Now click on the Order and order details will appear.
Here you can view the order details and customer details, add the shipping fee, and push the order to the source store for fulfillment by clicking the Push Order button.
The order would be pushed, and the status would be updated as shown.
Automatic Order Push
Automatic Order Push is applied on all the connected Source stores and synced products.
Your order will be automatically pushed toward the source store if the automatic push feature is enabled from the destination store’s setting.
To enable this feature, go to the ‘Settings’ section from your destination store.
Click on ‘Enable’ if the feature is disabled.
- Syncerize allows you to enable automatic order push at both the global and store levels. However, it must first be activated at the global level before you can enable it for individual stores.
To enable automatic order pushing for a specific store, follow these steps:
Go to the Settings section of the destination store.
Scroll down to Store Connection Settings.
Select the store where you want to enable the automatic order push.
In the same section, check the box for Automatic Order Push to activate/deactivate it for that store.
To know about the conditions that must be met for a successful Automatic Order Push click the link below:
How to Fulfill an Order Pushed by Destination Store?
Go to the ‘Orders’ tab from the Source Store of the Syncerize App.
All the orders forwarded (placed at the connected destination store) to you for fulfillment for synced products will be visible on this screen under different categories.
Click the order under the ‘Unfulfilled’ category you aim to fulfill.
A new screen will appear, here you can view the order, and customer details, and add payment details.
You can also see the ‘Payment Status’ of this order as ‘Pending’ and the fulfillment status of this order as ‘Unfulfilled’ at the top.
More detailed information is here:
Fulfill an Order pushed by the Destination Store
Key Considerations to Keep in Mind
To create an order, the product must be synced.
- If stores use different currencies, currency exchange rate must be added from the store's connection settings to sync the product.
Automatic order push is only available with the paid plan.
Select a unique identifier (SKU or Barcode) for accurate product mapping in the store’s connection settings.
Help Center
Need help? Check out our Syncerize Help Center. If you have any questions, you can contact us via the chat widget on your Syncerize app or email us at [email protected].