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WordPress WooCommerce Salesforce Connector

WordPress WooCommerce Salesforce Connector


WordPress WooCommerce Salesforce Connector and Integration

This magnificent WordPress WooCommerce Salesforce Connector and Integration extension integrate between WooCommerce and Salesforce platform. It is the next generation extension enhancing the features of e-commerce and CRM. WooCommerce content is being synchronized with Salesforce to give a brand new picture to the concept of B2B and B2C deals, synchronization of Users, Bi-directional synchronization for Categories & Products with Real-time orders sync are available. The idea behind the concept is to increase data integrity, maintain proper inventory of stock, real-time order generation, provide brilliant customer care services and much more.



  • It gives the concept of ‘Service-first’ approach.
  • Acts as a bridge between WooCommerce and Salesforce.
  • Lightning features supported and provide you an interactive design with a brilliant user interface.
  • Can process bulk data synchronization from WooCommerce to Salesforce and vice-versa.
  • Option  to Map Woocommerce Order Status to Salesforce Order Status and/or Opportunity stages
  • Option to check the Custom error and success message logging while import or export of Sobjects
  • Provided feature to Map individual Tax rates to Salesforce fields when syncing orders from Woocommerce to Salesforce
  • Option to sync WooCommerce users as Business or Person account in Salesforce.
  • Option to add and reset the previous mapping
  • User can see the order status information in woocommerce section
  • Option to enable or disable Real-Time synchronization of order and users from woocommerce to salesforce.
  • Option to enable or disable Real-Time synchronization of Products and Categories  from woocommerce to salesforce
  • Automatic synchronization of orders from WooCommerce to Salesforce at checkout.
  • Manual synchronization of WooCommerce Products/Categories to Salesforce.
  • Manual Field Mapping features for Products, Users, and Orders.
  • Salesforce ID’s are clickable at the woocommerce site
  • Sync Product/Category image as an attachment to Salesforce.
  • Sync Products Price based on selected price book.
  • Only Synchronization of Simple products from wocommerce site to salesforce.
  • Fully based on REST API using OAuth2.0 of Salesforce to provide easy, fast and secure set-up for the user

Note: In the REST API functionality user would not need to generate the WSDL file and the Security token.

Note: For Professional Edition, you need to get API enabled Professional Edition to avail connector Sync features.

For more details about Plans with features & Pricing | Buy now

Pre-Configuration settings

Once you install “eShopSync For WooCommerce” from AppExchange. Go through the links mentioned below to update the required settings.

Update Field Accessibility: Learn to update field accessibility

If you want to avail Salesforce Lightning experience, you need to register your domain first.

Domain Registration: How to Register Domain in Salesforce

How to Configure :

WooCommerce Salesforce Connector Configuration:

Go to Plugins | Add new as shown below in the snapshot.Add pluginUpload plugin

config sectionConfiguration

Current Connector version



You did not need to enter the Salesforce Org Credentials. It would fetch from the browserpopup page

Migrate data


If you have upgraded the plugin , Click on Migrate data to sync the existing data at woocommerce end .

setting Configuration


User can Refresh the connection ,disconnect the account & reset the mapping and delete the logs from these tabsAccountandcontact




You can set Matching Criteria to prevent duplicate records to be created in Salesforce. You can match the records from both the platforms based on different fields and the records will only sync if the values in these fields match. For example- If the matching criteria is set with the Email field, if the email field matches for the records on both the platforms, it will sync those records. If the email field value is different, it will create a new record in Salesforce.

For Person Account or Person Account With Field mapping Connector  settings page:

You need to create an external Id custom Field on Account Object i.e woocommerce_customer_email__c and the label would be woocommerce customer email please refer to the screenshot below for a better understanding. It should appear like this after creation.


By clicking on the Categories ID user would redirect to the salesforce categories detail section.

Category section Page


Click “Synchronize Categories” to import, export and synchronize categories as shown below in snapshot.categories sync

Sync Categories


By clicking on the Product ID, user would redirect to the salesforce product detail section.Products sync


Click “Synchronize Products” to import, export and synchronize products as shown below in snapshot.Sync products


By clicking on the Users ID, user would redirect to the salesforce contact detail section.


Click  “Synchronize Orders” to synchronize the Orders as shown below in the snapshot.


Click “Synchronize Orders” to synchronize the orders as shown below in snapshot.Sync orders


By clicking on the order Id user would redirect to the salesforce order detail section.

Synchronize orders

Field Mapping:

Contact Field Mapping

For the Custom field Mapping, users have to mapp the meta fields of woocommerce with the salesforce custom fields and by make it activate user would able to get the at the specific fields information at the salesforce end once it was synchronized.

Similarly, you can proceed for the Product and order field mapping.

Product Field Mapping:


Order & Opportunity  Field Mapping:

Order field mapping


Click here to Mapp the  Woocommerce Order Status to Salesforce Order Status



Click here to Mapp the  Woocommerce  Opportunity  Status to Salesforce Opportunity Status


woocommerce Salesforce Classic View:

Once you assign the permission sets to the user it would extend the user functional access.

1. Go to Setup |Manage Users |Permission Sets |Select the concerned permission set
Permissions sets
2. Click on Manage assignments to add Permission Set.
eshopsync permission sets
3. Add the specific user who will be connected to the Woocommerce instance so that he would access the settings and permissions required to use the Application.
Permission sets


Go through the screenshots mentioned below to update the field accessibility.

  • Go to Setup | Customize | Accounts | Fields | Check Custom fields created by eShopSync for Woocommerce
  • Click on Field Label | View Field Accessibility | Next to System Admin, Click HiddenField accessibility
  • Check Mark both boxes shown belowField accessibility

Woocommerce Salesforce Lightning view

First, you need to register your domain prior exploring it in Lightning view. Click here to get the configuration steps “ How to register your domain in Salesforce”.
Once you get registered, then you need to verify the WooCommerce related tabs should default on. Follow the steps mentioned below for further configuration steps.
1. Go to Setup | Manage Users | Profiles | Select the concerned Profile
2. Under Custom Tab settings, verify the eShopSync for WooCommerce Tabs should default on.
If they aren’t, click on “ Edit “ and select default on from the drop-down for all the corresponding tabs and click Save.
Lightning configuration

Getting Started With Page View:

eshopsync for woocommerce

Customer Page View:

woocommerce contacts

Products Page View:


Orders Page View :

Orders Layout

WooCommerce Salesforce1 Mobile Configuration:

1. From the Setup | Mobile Administration | Salesforce1 Navigation
2. And the eShopSync for WooCommerce related tabs from available list to selected list and click Save
Mobile navigation

Frequently Asked Questions:

Question: What is the best way to test purchased connector file?

Answer: Data integrity is the main area of concern, we would recommend to install and test the connector sync features in Development site first by establishing the connection with Salesforce Sandbox. Upon successful testing, you may proceed to install the connector in Live site and Salesforce Production environment.

Question: What are the benefits of purchasing the connector along with Installation fees?

Answer: Purchasing connector along with Installation fees, just brings you into a comfort zone where you just need to share required details to initiate the installation process. Our concerned team will effectively proceed with the installation process as soon we get complete details.

Your trust and satisfaction are highly important to us so your data will be completely secured.

Question: What will be covered by Installation fees?

Answer: We will install and setup Connector at the WooCommerce end and get things ready to go situation for you. Installation of eShopSync For WooCommerce as well, in case it is not installed at Salesforce end.

We will sync a test record on each object to make sure that synchronization is working fine. Further, you may proceed with synchronization on your own.

Question: What are the required details mandatory to share for Installation procedure?

Answer: You need to share following details to proceed with installation and setup of connector:

  • Would be preferable to install in Development site first in connection with Salesforce Sandbox, so create a Dev site and share the details accordingly.
  • WooCommerce Admin URL of the concerned site with login credentials.
  • Salesforce login credentials
  • SFTP/FTP Details such as Host Name, Port, User, and Password.

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we experience any issue while connector installation due to any plugin confliction.

Question: What are the conditions to pay Installation fees?

Answer: If you are stuck and having trouble while proceeding with configuration then you need to pay Installation fees along with required details to install and setup the connector properly.

To pay the Installation fees: Click Here

NOTE: We have already provided help links and video tutorials to install and setup the connector.

Question: When you can avail benefits of free support?

Answer: Free support comes in the picture once the connector is installed and configured properly. If there is any issue while connector installation then it will fall under Installation process and will be treated as per Installation procedure.

In case, you have not paid the installation fees and want support to install and configure the connector then you need to pay the installation fees and must share the required details to initiate Connector installation procedure.

Question: What will be covered under Free 3 months of support availed with connector purchase?

Answer: Post successful connector installation and configuration, if you are experiencing any issue while data synchronization that would fall under free support.

You may find steps to resolve the issue under Frequently Asked Questions section as per error received. Else, you may create ticket on the link mentioned under Support section with steps to reproduce and provide all required login details.

Question: What are the details mandatory to be shared to debug the issue?

Answer: You need to share following details to investigate the issue:

  • WooCommerce Admin URL of the concerned site with login credentials.
  • SFTP/FTP Details such as Host Name, Port, Username, Password.
  • Salesforce login credentials. Or, you may grant login access for Salesforce as well: How to Grant Login Access

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we require while investigation.

Question: What if you can’t share SFTP/FTP details or Login credentials of WooCommerce and Salesforce due to privacy/security concern?

Answer: Your data is highly secured with us and it is mandatory to share SFTP/FTP details and login credentials of WooCommerce and Salesforce while investigation on any issue. Without having complete details, we can’t proceed any further.

Question: Can you provide support on screen sharing sessions via any medium like Team Viewer/ GoToMeeting/ etc?

Answer: No, we don’t provide any support on any of screen sharing sessions like Team Viewer/GoToMeeting/etc. Hence, it is mandatory to share complete details to provide seamless support.

Question: What does WWS Connector sync both ways or bidirectionally?

Answer: By default, WWS Connector provides both ways sync or bi-directional sync only to Products & Categories.

NOTE: Any specific requirement could be customized as per business needs.

Question: What if you can’t share asked details on the support ticket to debug the issue and want a full refund?

Answer: In this case, refund would be processed as per the Refund Policy: Check Refund Policy Here

Questions: What are the other options to get support if you have privacy concern sharing Live Site details?

Answer: You need to provide development environment (complete replica of the Live site) with following details:

  • Steps to reproduce
  • Login credentials
  • SFTP/FTP details such as Host Name. Port, User, and Password

We will debug the issue and provide proper resolution in the Development site. Upon successful testing, you can implement on Live site.

Question: Error FIELD_INTEGRITY_EXCEPTION: There’s a problem with this country, even though it may appear correct. Please select a country/territory from the list of valid countries.

Answer: It seems that State and Country/Territory Picklists feature is enabled in your Salesforce Org. WooCommerce Salesforce Connector doesn’t support sync feature with this enabled feature. You need to disable* State and Country/Territory Picklist in Salesforce by the following path Go To Setup | Data Management | State and Country/Territory Picklist | Click Disable | Save it. Then try to sync user and it should be working fine.

  • *NOTE: Make sure to get confirmation from your Salesforce team prior disabling this  State and Country/Territory Picklists feature. It might be used internally in your Salesforce processes.
  • WooCommerce Salesforce Connector could be customized to sync data with  State and Country/Territory Picklists feature enabled. You need to share your custom requirement on the link mention under Support tab below.

Question: Error FIELD_INTEGRITY_EXCEPTION: field integrity exception: AccountId, ContractId (Make sure the order’s account and the contract’s account are the same.)

Possible reason: While changing Sync settings from “ Sync all contacts to Single Account” to “Sync All Contact to Individual Account”.

Answer: Once you change the sync type and saved it. This issue will only impact Registered users stored in WooCommerce account. Then, follow the steps to resolve the error.

1. Sync Users first once you update Syncing type as desired.
2. Only Delete ” WooCommerce ” account from Salesforce that was previously mentioned to sync all contacts in a Single account. Deleting WooCommerce account will automatically delete Orders and related contracts. There is no need to make any changes to Guest User Account as it will remain with the same functionality.
Once you delete the ” WooCommerce” account, automatically all the Orders and Contracts linked to this account will get removed.
Then, Sync Orders, it will sync all the orders in the corresponding account normally. This will fix the issue completely.

Question: Error API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner.

Answer: You need to enable API in your Salesforce Org. For Enterprise edition & up, API is enabled by default. To verify follow the steps: From Setup | Users | Profiles | Choose the concerned Profile of the User | Scroll down to Administrative Permissions | API Enabled must be check marked: https://qsnapnet.com/snaps/76f7fwl3rk65hfr

Note: For Professional Edition, you need to get API enabled Professional Edition to avail connector Sync features.

Question : Error INVALID_FIELD_FOR_INSERT_UPDATE: Object Name: bad field names on insert/update call: Field Name

Answer: From Setup | Customize | Object | Fields | Click on the Concerned field | Click View Field Accessibility| Click on the Hidden on the concerned Profile https://qsnapnet.com/snaps/m91ozam0w0l766r | Mark it visible: https://qsnapnet.com/snaps/ip727wbwwxcu9pb and click Save.

Follow this step for all the fields with the concerned object thrown in error.

Question: Error while installing eShopSync For WooCommerce: (Order.Woo_Order_Status__c) Entity not available. The Entity ‘Order’ is not found. Contact the vendor for more details.

Answer: Order is not enabled in your Salesforce Org. Kindly follow the path mentioned below to enable Orders.

Go to Setup | Customize | Order | Order Settings | Checkmark ” Enable Orders ” then Save

Once you enable Orders, try to install eShopSync For WooCommerce and it will get successfully installed.

Question: How many Salesforce User is allocated eShopSync For WooCommerce module license?

Answer: By default, only 1 Salesforce User is allocated module license per Org. Additional module license is chargeable. Feel free to contact us to get more licenses (One-time payment only).

Question: Error : webkul_wws:Too many query rows: 50001 

Answer: Check the existing version of eShopSync For WooCommerce, it should be 1.13 and up. You may verify the installed version by the following path: Setup| In the quick find, Search for Installed Packages and Select it | Check eShopSync For WooCommerce: Version Number

If it is below 1.13.0 then Click here to Upgrade  eShopSync For WooCommerce
After installation, follow steps mentioned below to make some required changes:

  1. Go to eShopSync For WooCommerce from the App Menu drop-down | Click on Customers section | Copy web link from the address bar till force.com | Paste this link in Remote site settings section guided in 2 step.
  2. Go to Setup | In quick find, search for Remote Site settings and select it | Click New Remote site | Enter details as guided here: https://qsnapnet.com/snaps/yz23zeza9vzvkj4

Now, proceed WooCommerce-Salesforce Connector tab and verify the records. It should be working fine.

Question: Document Error: No documents folders selected in the options.

Answer: Make sure that you have selected a folder in WWS Connector | Settings | Choose Document Folder. A folder must be selected to store category and product images in Salesforce.

Question: While Clicking on Orders under WooCommerce Salesforce Connector tab getting the error: Attempt to de-reference a null object.

Answer: Field Level permission is missing on Order field. Follow the path to update accessibility.

Go to Setup | Customize | Orders | Fields | Click PO Number | Click Set Field-Level Security | Check Mark Visible for desired Profiles | Click Save

Now, go to Orders section and it should be working fine.



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