Step 1: Install Wordpress plugin
Install this Wordpress plugin as usual. More information about installing plugins in Wordpress - https://codex.wordpress.org/Managing_Plugins#Installing_Plugins
Step 2: Install CiviCRM extension
Install https://github.com/veda-consulting/uk.co.vedaconsulting.module.woocommercecivicrm as CiviCRM extension to view WooCommerce orders in a CiviCRM tab. More information about manually installing extensions in CiviCRM - http://wiki.civicrm.org/confluence/display/CRMDOC/Extensions#Extensions-Installinganewextension NOTE: The tab displays orders only for contacts having a related Wordpress user record.
Configure the integration settings in WP Menu >> WooCommerce CiviCRM Settings
- Woocommerce orders are created as contributions in CiviCRM. Line items are not created in the contribution, but the product name x quantity are included in the 'source' field of the contribution
- Salex tax (VAT) & Shipping cost are saved as custom data against contribution
- Logged in users are recognised and the contribution is created against the related contact record
- If not logged in, the plugin tries to find the contact record in CiviCRM using Dedupe rules and the contribution is created against the found contact record.
- If the contact does not exist, a new contact record is created in CiviCRM and the contribution is created against the newly created contact record.
- Related contact record link is added to the Woocommerce order as notes.