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Examine a full log of every WooCommerce transaction sent, or not sent, to Insightly. You can review the log data as well as the transaction status of each sync performed. Our plugin offers detailed log data for all synchronizations performed. To use Bulk Sync, select the specific feeds to record, and sync your historical data with Insightly CRM. This synchronization feature syncs all your WooCommerce store’s historical data. It synchronizes all your missed or failed data and successfully completes your data recording process. If all data is not recorded, you can use One-Click Data Sync at any time. While recording data from your WooCommerce store over Insightly CRM, there are times when due to connectivity or other issues, processes miss or fail to record all data (newly added data). You can synchronize at the time of installation or later utilizing the One-Click Sync or the Bulk Sync features available at the Data Sync tab. The historical data sync feature in the Insightly Integration for WooCommerce plugin allows you to effortlessly synchronize all your existing WooCommerce store data with Insightly CRM. Click on Add Default and that will turn all feed creation to auto-suggested mode. This is found in the field mapping settings in the custom feeds section. Event settings record real-time data during each transaction. In the select event settings section, you are required to pick the event that triggers data synchronization.
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This data field helps the CRM to identify updates over entries recorded from your store. Primary Fields can be appended with any unique identifier such as email, phone number, etc. You need to select Primary Fields for your data submissions. To avoid redundancy and duplicates within data updates from your WooCommerce store to Insightly CRM, this option plays a vital role. In the case of products, Fetch and Add accounts.Īdd a new field within your feed to increase mapping options. You can also Add, Delete, or Modify the related fields. The default WooCommerce meta will be automatically suggested along with the related object field. This setting option involves an exact feed mapping process that continues with selecting the object type, i.e., the Insightly modules which you want to associate with your feed. Select the WooCommerce object and the related meta fields you want to map to a specific Insightly object field. The following setting options are available for feed customizations. These feeds consist of multiple settings, you can easily utilize your feed’s settings to control the data synchronization. On the Field Details screen, select the WooCommerce object and meta field you wish to map to your Insightly object fields. You can create an additional custom feed. Initially, the six default feeds listed below are provided at the time of installation. You can easily configure these feeds to sync your data as per your requirements. The Insightly Integration for WooCommerce plugin enables you to create feeds that control the overall data synchronization process for your WooCommerce objects. If you don’t have an Insightly account, then refer to the links below to create and integrate one. Just enter your Insightly account credentials i.e., API Key and API URL in the appropriate fields. You can conveniently integrate your Insightly CRM account with your WooCommerce store utilizing the plugin feature. If you update, remove, or recover any entry in your WooCommerce store it is automatically modified, deleted, or recovered over Insightly CRM.
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Note: The logs data can be used for further business planning, auditing, and marketing purposes. To do so, you can use the Download button available in the Logs tab. Export logs as text: You can easily download all your WooCommerce store’s sync data logs effectively in the form of a Text file directly from the plugin backend.Easy error reporting: If an error appears while transferring WooCommerce customer orders to Insightly CRM, an email will be sent to the designated email address with the related error details.You can set up parameters for submitting entries to Insightly and create multiple feeds. Unlock multiple feeds: The way WooCommerce Orders data is supplied to Insightly is determined by a Feed.Want to know how Insightly Integration for WooCommerce works? Visit the live demo to learn how this plugin works.