Read first: Understanding how TradeGecko syncs data with your WooCommerce store
Read next: Module 4: Importing and Creating Relationships
TradeGecko makes it easier than ever to manage your WooCommerce store, from order to fulfilment. As your business grows, use TradeGecko to manage your price lists, inventory, orders, fulfilment, accounting sync and more for all of your sales channels.
This guide is for users using WooCommerce Version 2.4 and above.
Because this is the first time you’ll be creating products in TradeGecko, the installation steps are as follows:
- Prep work within your WooCommerce store
- Installing your WooCommerce store on TradeGecko
- Creating linked bundles in TradeGecko
- Creating linked pack sizes in TradeGecko
- Reviewing and testing your integration settings
When TradeGecko imports inventory from a sales channel, it treats each variant as a unique finished good. Within steps 3 and 4, we’ll be showing you how to get TradeGecko to recognize your kits/bundles and/or pack sizes as bundles and pack sizes respectively.
Step 1 of 5: Prep work within your WooCommerce store
Here we’ll cover:
- Reviewing your product SKUs in WooCommerce
- (Optional) Reviewing existing installed apps in WooCommerce
- Confirming your WooCommerce account settings
Reviewing your Product SKUs in WooCommerce
TradeGecko uses SKUs to identify and link inventory between WooCommerce and TradeGecko in order to facilitate inventory updates and streamline order management.
Before proceeding to the next step, go into your WooCommerce account and ensure that each product and variant has a unique SKU.
TradeGecko only works with two of four product types in WooCommerce:
- Variable Products
- Simple Products
Learn about SKUs and why you need to start using them today (click here).
(Optional) Reviewing your Existing Installed Apps
If you are using any multi-currency plugins or product bundle plugins for your WooCommerce store, let Support know by submitting a ticket here so we can advise you on the best setup approach.
One of TradeGecko’s main benefits is to provide your business with centralized inventory control and automation.
If you are currently using any apps or integrations that update your inventory levels, we recommend that you uninstall them prior to integrating TradeGecko and WooCommerce.
If you’re having trouble uninstalling them for whatever reason, contact Support by submitting a ticket here.
Confirming your WooCommerce Account Settings
Please note that you will need to have Public SSL Certificate enabled on your website to ensure a successful integration experience.
Log in to your WooCommerce account.
Enable stock management - Go into Settings and click on the Products tab.
Check the box labeled “Enable stock management.”
Next, click on the API tab. Check the box labeled “Enable the REST API.”
Now under your Settings, click the Permalinks tab.
Under Common Settings for Permalinks you will need to set your common settings to “POST NAME,” in order for your integration to work.
Step 2 of 5: Install your WooCommerce store on TradeGecko and Import your Products
Here we’ll cover:
- Connecting your WooCommerce store
- Location Mapping
- Price List Mapping
- Initial Product Import
- Review Order Import Status
- Review what will happen next
Connecting your WooCommerce store
Go into your TradeGecko account.
Go to the TradeGecko App Store by clicking Browse Apps on the left side bar.
Click eCommerce from the menu, then click the “WooCommerce” button.
Click the “Install App” button.
Please follow the step-by-step instructions provided in the setup wizard.
You will be redirected to the following page. Select “Approve.”
Location Mapping
Let’s set up your fulfillment and inventory locations in TradeGecko.
If you created all of your locations when preparing your Settings in the previous module, you’ll be able to map them now. If not, you can create a new location now.
Once you’ve mapped all of your locations, click “Continue.”
Price List Mapping
Let’s set up your price lists by either mapping to an existing price list in TradeGecko or creating a new one now by clicking the “Create New” button.
For each product price list in WooCommerce, we will create an equivalent price list in TradeGecko.
When a product price is changed in WooCommerce or TradeGecko, we will update the latest price information to the mapped price list.
Initial Product Import
From within the TradeGecko installation wizard, choose how you would like you product information to be imported from WooCommerce to TradeGecko.
|
Options |
What it does |
Recommendation |
|
Import Products Now |
If selected, only during installation TradeGecko will import products from WooCommerce as new products in TradeGecko.
After installation, if you create a new product in WooCommerce, TradeGecko will import the product as a new product.
Any future updates that you want to make to your WooCommerce products should be done from within TradeGecko. This could include stock levels, prices or product information. |
TradeGecko customers select this option when they have not set up any products in TradeGecko during their trial.
They will have reviewed their WooCommerce settings including inventory, product SKUs and remove any installed app that could change their product inventory and pricing. |
|
Import Products Later |
If selected, TradeGecko will not import or match any products from WooCommerce during the installation.
TradeGecko will only import and manage orders from WooCommerce.
After installation, if you create a new product in WooCommerce, TradeGecko will import the product into the system. |
TradeGecko’s customers select this option when they have already created some or all of their products in TradeGecko prior to the installation process.
Some customers also prefer this option if they have existing products within WooCommerce that they don’t want to bring over to TradeGecko. |
Review Order Import Status
In order to manage your WooCommerce orders in TradeGecko, you will need to:
- Select which order statuses you want TradeGecko to import
- Map WooCommerce’s order statuses with TradeGecko’s order statuses so that inventory and orders can be updated accordingly
Orders have 5 statuses in TradeGecko (details here):
- Draft
- Active
- Finalized
- Fulfilled
- Void
Orders have 7 statuses in WooCommerce (details here):
- Pending Payment
- Failed
- Processing
- Completed
- On-Hold
- Canceled
- Refunded
In TradeGecko, go to the My Apps section, click on your WooCommerce store, then click the Settings tab.
Select the statuses you’d like to import and then map the appropriate order statuses to TradeGecko’s order statuses.
Review what will happen next
When you complete the installation, depending on the sync options selected, TradeGecko will begin to:
- Import your products from WooCommerce into TradeGecko
- Import your orders based on status mapping from WooCommerce into TradeGecko
- Update product inventory levels, prices and product information
With the installation complete, TradeGecko will now be your business’ master of inventory. TradeGecko will update your WooCommerce products whenever there are changes made to stock levels, prices or product information.
If your store has a large number of products (>10,000 variants), it may take between 3-6 hours for the import process to complete. Do not change any settings until the import process has completed - you will receive an email when the import is completed.
Step 3 of 5: Creating Linked Bundles in TradeGecko
You cannot create a Bundle for batch tracked products.
Recall
When TradeGecko imports inventory from your WooCommerce account, it treats each imported listing (including kits/bundles and pack sizes) as a single variant.
In this step, we’ll show you how to create and link Bundles.
First, we’ll unlink the variant from WooCommerce.
Go to the My Apps section and click on your WooCommerce integration.
Go to the Product Listings tab and search for the bundled product in question.
Click on it, then click the “Unlink” button within the popup window. Click the “Confirm” button.
Next, we’ll delete the bundle product from TradeGecko (recall, TradeGecko currently thinks this bundle is a single variant).
Go to the Inventory section, click on Products, then search for the “bundled product” in question.
Click on the product in question. From the Variants tab, click on the single variant and write down its SKU. We’ll be using this SKU when we create our new bundle.
At the top right-hand side of the screen, click the “Delete Variant” button. Click the “Yes, Delete Variant” button.
Next, we’ll create the Bundle in TradeGecko.
From within the product, which is now absent of variants, click the “Add a Bundle” button.
Fill out the fields as required and remember to use the SKU you just copied in the SKU field so that it links properly with WooCommerce.
Click the “Save Changes” button.
You’ll be taken to a Bundles Composition tab where you’ll be able to add the variants that make up this Bundle. Adjust the quantity as required.
Click the “Save Changes” button when you’re finished.
Finally, we’ll link this Bundle to the product currently listed in WooCommerce.
Go to the My Apps section and click on your WooCommerce integration. Go to the Product Listings tab and search for the Bundle in question.
Click on the Bundle, then click the “Create Link” button within the popup window.
You’re done!
Step 4 of 5: Creating Linked Pack Sizes in TradeGecko
In this scenario we’ll be adding a Pack Size to an existing product that was created during the sales channel import.
You cannot create a Pack Size for batch tracked products.
Recall
When TradeGecko imports inventory from your WooCommerce account, it treats each listing (including kits/bundles and pack sizes) as a single variant.
In this step, we’ll show you how to create and link a Pack Size.
First, you’ll need to go to the Pack Size that was created as a new product during the inventory import process. Go to the Inventory section and click on the Products section to find the variant in question.
Click on the product, then the variant and write down its SKU (you’ll use this to link the Pack Size to your WooCommerce product later).
Next, unlink this variant from your WooCommerce store.
Go to the My Apps section and click on your WooCommerce store. Click the Products Listing tab and search for the product in question.
Click on the product and then click the “Unlink” button. Do not click the “Unpublish” button as this will delete the product from your WooCommerce store.
Next, we’ll delete the pack size product from TradeGecko (recall, TradeGecko currently thinks this pack size is a single variant).
Go to the Inventory section, then the Products section. Search for the product in question.
Click into the product. At the top right-hand corner of the window, click the “Delete Product” button.
Next, we’ll create the Pack Size in TradeGecko.
Go to the Inventory section and click on the Products section.
Select the product within which we’ll create a Pack Size for. Find the variant you’d like to create a Pack Size for.
From the variant’s row, click on the dropdown menu on the far right-hand side. Select “+Add a Pack Size.”
Fill out the fields as required.
The wholesale, retail and buy prices are auto-filled, as a multiple of the variant prices. However you can edit the pack size prices.
Click the “Save” button.
Next, we’ll change the Pack Size’s SKU to the one listed in WooCommerce.
Click on the new Pack Size. Within the SKU field, enter the SKU that you copied earlier.
Click the “Save Changes” button. Adjust the details in the other tabs as required.
Next, we’ll link this Pack Size to the product currently listed in WooCommerce.
Go to the My Apps section and click on your WooCommerce store. Click the Products Listing tab and search for the product in question.
Click on the product and then click the “Create Link” button.
You’re done!
Step 5 of 5: Reviewing & Testing your Integration Settings
Once your installation and import has completed, you’ll want to review and test the integration.
Reviewing your Products
Go to the My Apps section, click on your WooCommerce store and click the Products Listing tab and select Show “Unlinked Only” from the drop down menu to highlight if there are any products that were not imported successfully, matched or linked.
If there are any unlinked products, please submit a ticket here to contact Support.
Reviewing your Orders
To see any unfulfilled orders that were imported into TradeGecko, click here: https://go.tradegecko.com/orders
To see if there are any orders that were not imported successfully, go to the My Apps section and click on your WooCommerce store and click the Orders Listing tab. Support can help you fix this issue if you submit a ticket here.
(Optional) Create a test order from your WooCommerce store
To test the order sync between WooCommerce and TradeGecko, let’s create a test order from your WooCommerce Store.
From within WooCommerce, create a draft order for one of your products.
Mark the draft order as paid.
Go into TradeGecko. Navigate to the Sales Orders section to locate your order. You can search for it by entering the draft order number into the search bar.
Once identified, go back into your WooCommerce store to cancel the draft order.
(Optional) Updating a product’s price
To test the price sync we recommend that you complete this test with a product that is not marked as “available” within your WooCommerce store because the integration between TradeGecko and WooCommerce is now live.
From within TradeGecko, change the list price of the variant that you would like to test.
To confirm if the price change was successful, go into your WooCommerce account to review that variant’s “new” price.
(Optional) Publish a test product from TradeGecko to WooCommerce
To test the product sync, let’s create a new product in TradeGecko.
Go to the Inventory section, click on Products, then click the “Create New” button and create a “new purchased product.”
Once you create the product, publish the variant to your WooCommerce store via the dropdown menu on the far right-hand side of the variant listing. Note that only the first image in the variant will be published from TradeGecko to WooCommerce.
Don’t worry, this product will not be marked as visible on your store, TradeGecko’s default publish setting is set to “unavailable.”
Go into your WooCommerce account and you should see this new product in the Products section.
From WooCommerce, delete this new test product. It will also be deleted in TradeGecko.
Congratulations - you’re done!
If there are any discrepancies, please submit a ticket here to contact Support.