Guide for New Users

WooCommerce Zapier integrates your WooCommerce store with 5000+ cloud apps and services via the Zapier web automation service.

Send your WooCommerce Order, Product, Customer, Coupon, Booking¹ or Subscription² data to 5000+ Zapier-enabled apps.

Or use Zapier to automatically create or update WooCommerce Order, Product, Customer, Coupon or Subscription² data from a Zap.

Features¶

WooCommerce Zapier is a two-way integration which supports 6 WooCommerce Resources (Order, Product, Customer, Coupon, Booking¹, or Subscription²), with a total of 31 outgoing connections (called Trigger Rules) and a total of 18 incoming connections (called Actions).

Installation¶

After Installing the WooCommerce Zapier Extension for the first time, you will be prompted with the following message:

From then on, everything else is handled in the zapier.com interface.

Creating your first Zap¶

The simplest way to get started is to create a Zap using one of the Zap templates, as it is typically quicker than hand-crafting your own Zap from scratch.

For detailed instructions on creating your first Zap with WooCommerce, please refer to the Make a Zap instructions.

Create a Connection¶

To create a connection you don’t need to jump around multiple screens, or create authentication between Zapier and WooCommerce manually. Everything is provided seamlessly for you by the integration.

Authenticate¶

When you create your first WooCommerce Zap, you will be asked to choose your WooCommerce account.

The authentication process involves the Zapier.com service connecting to your WooCommerce store using your WordPress administrator username and password.

Please ensure you complete the authentication dialogue window correctly:

• In the WordPress Site Address (URL) field, enter the URL to your WordPress website’s home (front) page. Be sure the URL starts with https:// and do not include the trailing slash.
  For example: https://example.com
  If in doubt, go to the WordPress Dashboard → Side Menu → Settings → General screen and copy the Site Address (URL) field value and paste it into the WordPress Site Address (URL) field in the authentication dialogue window.
• In the WordPress Username field, enter your administrator username or email address that you use when logging into the WordPress dashboard.

• In the WordPress Application Password field, create an Application Password for your WordPress administrator account, and enter it here.

  Use a WordPress Application Password

  Using an application password (rather than your regular password) improves compatibility with security-related plugins and services. See details in the Security Plugins chapter.

  To set up an Application Password, go to WordPress Dashboard → Side Menu → Users → Profile screen and press the “Add New Application Password” button. Please see here for details.

  Can’t see the Application Passwords settings in WordPress? Please see here for suggestions.

  Alternatively, if you are unable to create an Application Password, you can use your regular WordPress password.

Click the Yes, Continue button to complete the process.

Trigger¶

Here is a high-level overview for creating a Trigger (an outgoing connection from WooCommerce to Zapier):

1. Create a new Zap in Zapier.
2. Choose WooCommerce as app, and choose the Resource.
3. Authenticate Zapier into WooCommerce. See above.
4. Test the connection.
5. Choose one of the 5000+ third-party service integration as Action.
6. Turn on your Zap.

For detailed information, refer to the Create a Trigger chapter in the User Guide.

Action¶

Here is a high-level overview for creating an Action (incoming connection to WooCommerce):

1. Create a new Zap in Zapier.
2. Choose one of the 5000+ third-party service integration as Trigger.
3. In the Action step, Choose WooCommerce as source, and choose an Action.
4. Authenticate Zapier into WooCommerce. See above.
5. Fill the Input Fields with the incoming data.
6. Turn on your Zap.

For detailed information, refer to the Create an Action chapter in the User Guide.

Integration Features¶

For helping keeping track of what happening in your WooCommerce store, the plugin provides various information in your WooCommerce admin screens.

The most important is a Task History screen, which informs you about what communications happened between your store and Zapier in the last 30 days.

Historical information is also available for every resource in the Resource History block.

Troubleshooting Helpers¶

In case of a problem, there is a detailed Log available, also an extensive Troubleshooting guide.

Next Steps¶

Please read the whole User Guide for more information. Especially the Usage and the Plugin Interface chapters to familiarise yourself with the integration capabilities. You can also find detailed information for Trigger Rules and Actions. Also there is a Field Definitions for every Resource to explain what data will be transferred between WooCommerce and Zapier.