MicroBiz offers built-in integration with WooCommerce. This integration allows you to connect your MicroBiz store with WooCommerce to seamlessly integrate your in-store MicroBiz POS and WooCommerce eCommerce store. The integration includes the following:
Update from MicroBiz to Woo:
- Product name, details and image (on initial link or push)
- Product variants for matrix products
- Product categories
- Price updates
- Changes in stock levels/inventory
Updates from Woo to MicroBiz
- Product name, details and default image in initial import (note: initial link or pull from Woo to MicroBiz expected in April 2022)
- Online orders (incl items purchased, taxes and payments)
- Customer profiles (captured in MicroBiz with orders)
Before You Start
Important notes before you begin the integration:
1. For the first time sync, we recommend you to have your data scrubbed and clean in one platform before the integration, as this will reduce time spent manually cleaning up the data after the first time sync.
2. MicroBiz does not allow duplicate SKUs, please make sure there are no duplicate SKUs in your WooCommerce before the initial integration.
3. Since the integration may create records in Woo, we highly recommend you to take a back up of your Woo system before you start the integration. Similarly, if you are pulling products from Woo into MicroBiz, we highly recommend that you first test the process with a free MicroBiz trial before moving forward with the integration on your live site.
4. MicroBiz and WooCommerce have different tax setting options, please make sure they are consistent in both platforms. In particular, make sure they settings for 'tax inclusive; or 'tax exclusive' prices are consistent between the systems.
5. Any gift cards, discount pricing schemes, and loyalty points will not sync between MicroBiz and WooCommerce.
Apply setting rules
Note: To get started, make sure that you’ve logged into both Hike & WooCommerce
Step One: Connecting MicroBiz and WooCommerce
Generating API key from Wordpress
First you will need to generate an API key from your sites Wordpress admin panel.
For this navigate to the Wordpress admin panel-> WooCommerce-> Settings->Advanced and click Create API key
Enter Key details:
Description - The description/name of the key(Preferably set this to "Microbiz")
User - Set the owner of the key
Permissions - select Read/Write option
Click Generate API key
You will see this page. Please keep this page open while you will connect Woo Commerce to Microbiz as You will need Consumer key and Consumer secret codes for connection.
Your API key is ready.
Connecting WooCommerce and Microbiz
As soon as the API key is ready, you can now go to your Microbiz instance.
Login to your Microbiz instance, navigate to Settings -> Integrations-> WooCommerce
In the WooCommerce Integration settings enter the Website URL, This will also generate the Website Admin Path for you.
After this click Set Up
You will receive a Pop up with all inctructions on what to do. If you have already done the steps on 1st point, click on next and paste the Consumer key and Consumer secret and hit next.
If you haven't yet created a virtual store in your Microbiz instance, next page will allow you to do that for connecting to Woo.
If you already have set a virtual store, click on Connect Existing Virtual Store and select the store from the popup.
Follow the next steps in the integration setup process to create two webhooks from your wordpress panel (the instructions for this are all described in the Setup pup).
After webhooks are created, click on the finish button shown below and click Save.
Congratulations. Your WooCommerce site is now connected to Microbiz. Now you can enter the Inventory Settings and Product settings to set up information as you prefer. The information about each line is shown in below screenshots as well as you can read them in your Microbiz instance.
Now you can manually push each product to your WooCommerce by going to the product page and clicking Push Product to Woo
What gets shared
Products can be pushed from MicroBiz or pulled from Woo Commerce.
Inventor can be shared – open stock from any number of MicroBiz locations can be represented on the web site as available stock.
Woo Commerce orders update MicroBiz inventory from whichever location the merchant uses to fill the order.
Only Simple and Variant products can be shared.
When you create orders on Woo, make sure that you have a customer attached to it that has at least one field of address for the order to be sent to Microbiz.
Virtual Stores & Fulfillment
When setting up your connection between MicroBiz and Woo Commerce you select one or more fulfillment stores. These selections do 3 important things:
Web site Inventory- the combined open stock of all selected fulfillment stores is the is pushed to your web site as the available inventory balance to sell on line.
Ship >From Store - the first store on the fulfillment store list is used to commit stock or record backorders when a Woo order is pushed to MicroBiz. We sometimes refer to this store as the default fulfillment store.
Completed Web Orders - stock is reduced from the first store on the fulfillment store list once the customer order is marked as complete. Orders sold through your Woo Commerce web store will show as sales in your MicroBiz virtual store assigned to the Woo web site. But since that store is virtual the stock is removed from the first store on the fulfillment store list. If you need to use stock from other locations to complete the order, create a transfer to move stock from any additional fulfillment stores to the default fulfillment store, preferably before you mark the order complete.
What does the integration do?
Save time creating products - you can create a product in MicroBiz and push it to your Woo Commerce web site - or create a product in Woo Commerce and pull it to MicroBiz.
Share Inventory - designate one or more stores whose inventory will be available for sale on your web site. Store activity updates web site stock balance.
Pull Woo Orders into MicroBiz - handle all your in store, phone and web orders from one place.
Before you can push a new product to Woo from MicroBiz you need to click save. once its saved the new/edit product screen will show the push to Woo button. Click it, and your product is now created in Woo Commerce. Matrix products create all variants in Woo. Prices and inventory balances are also sent to Woo. Now use the edit product in Woo Commerce button to open a new browser tab with the new product in Woo ready to edit.
The product is created in Woo Commerce as ‘draft’ (or published depending on settings) - so you can add search terms, long descriptions, additional pictures and additional categories for your web site. Once you are done click publish in Woo Commerce and you can begin taking orders.
Managing Woo Stock
When the open stock balance changes in MicroBiz a stock update is sent to Woo Commerce. If the stock balance has become zero the update is sent immediately. Any other stock update is sent at the scheduled time overnight. You can also go to the product record and resend the stock balance immediately.
Your MicroBiz virtual store assigned to your Woo Commerce web site has a regular price plus a special price, along with a special price begin/end date field. These prices will push to Woo when you create the product. So if your web store prices are different than your in store prices you can change the web store price before you push the product to Woo. You can also manually resend the prices to Woo from the edit product screen.
Go to the Register and select the Woo Commerce Virtual Store and select the register. Go to Orders and you will see your web orders .
If you have already marked the order as complete in Woo Commerce you should mark it complete in MicroBiz. You can also use the link in MicroBiz to open the order in Woo Commerce in a second tab in your browser.
When Woo Commerce orders are pushed to MicroBiz we do everything we can to capture the order. It would be easy to generate an error and not create your web order if there were SKUs or tax rates not found in MicroBiz or anything else unexpected was encountered. So we have created a number of special system SKUs to handle missing items and allow you to see your order and correct things as you wish.