Configuring the integration
Before you get started, download the charles-integrations-wordpress.zip file below.
In WooCommerce:
Log into your WooCommerce backend. On the left side menu, select Plugins → Add new:
2. In the top left, select Upload Plugin. Another section will open
3. Select Choose File and upload the .zip file from above 👆. Once the upload is complete, select Install Now:
4. Once the plugin has been installed, a new page will open. Select Activate Plugin to active charles:
5. On the left side menu, select Charles Integration which will bring you to the Integration Dashboard:
6. In the Integration Dashboard, select Connect Universe. A pop-up will appear. Select Install to continue:
7. Choose your instance name and you’ll be redirected back to WooCommerce backend. From the left-side menu, select Charles Integration → Settings:
8. In Settings, go to Charles Scripts and toggle Enable scripts:
9. Then go to Commerce Webhooks and toggle on the following:
Enable Webhooks
Product Create/Update
Product Delete
Category Create/Update
Category Delete
Order Create/Delete
User update
10. Select Save
In charles:
Go to Settings → Integrations → Connected apps → WooCommerce and select the ⚙️ to open the settings. A pop-up will appear:
12. Click on the following (in order):
a. Fetch product categories
Important: This has to be done before synching products in order to correctly show up in the UI
b. Sync products
The product import will now require some time to finish (approx 2-3s / product) depending on the clients server speed and size of catalogue
After all products have synced, all agents must log out and in again
C. Sync orders
This will import all historical orders from the store
We will also create contacts in the process so if there’s a phone number in the order you can get a better overview of all your customers’ purchase history.
Please note that the import could take up to a few days to complete depending on the number of orders