This integration allows you to sync all the information from your WooCommerce online store with Holded. In this way, the data on orders, products, stock level, and warehouses will be uploaded to Holded every time a change is made in your store and vice versa.
☝🏼 Holded will use the SKU of the product to link the information between the two platforms. Your stock level may be affected if a product order has the same SKU, even if synchronization is not enabled.
Note that the taxes on imported Orders and Products will match those taxes previously configured in Holded. If no specific tax has been created, the system will apply the closest existing tax amount.
For this reason, before starting the integration, we suggest generate own taxes in Holded and giving them a generic name (for example: Tax 21%). In this way, the tax amount of the Orders and Products that you import will be correct.
📖 In case you sell products outside of Spain, go to this article to learn how to set up taxes by country.
☝🏼 Due to the new features of this integration, you will need to download the Holded Plugin and upload it to your WooCommerce profile. This procedure is necessary to enable the synchronization of products and stock, even if you are already working with both platforms.
The four parts of integration
1. Sales
Orders that you import from WooCommerce can become a sales order, sales ticket, or sales invoice:
Sales Order: allows you to check the status of your orders and customize it exactly as configured in WooCommerce.
Sales ticket: is recommended when no invoice is created; With this option, canceled orders will not generate an invoice, allowing you to convert all requested tickets into a sales invoice.
Sales Invoice: this is used for completed orders and will import the customer billing data as it is in WooCommerce. These details can be modified once the process is complete.
☝🏼 If your WooCommerce orders are not tagged as Completed, they won't appear in Holded. Also, note that returns will not be imported.
In case you need to import old orders, you will have to configure it in WooCommerce by selecting the corresponding option within the Holded Module Settings.
You can assign a sales channel and then perform a detailed analysis of your sales through Holded's analytics solution.
In addition, you have the possibility of relating to your online stores the payment gateways that you have already configured on the platform and linking your WooCommerce payment methods with the banks that you have added to your Holded account.
You can also choose to associate a specific invoice template or apply a specific tax amount to a particular sale.
☝🏼 Remember to turn on tax breakdown in your WooCommerce General Settings to ensure they are passed correctly to Holded. To find out how to activate your taxes in WooCommerce, go to this link.
In the Advanced Settings tab, you can customize the import of your orders, deciding, for example, how and when to create a contact or selecting the consecutive numbers to apply to the orders. See here for more details on how to import your WooCommerce orders
2. Products
By activating this option, the products and their associated SKU will be imported from your WooCommerce account. Once imported, you can easily tell them apart by the WooCommerce icon next to them.
☝🏼 At the moment, product import will work best with single and mixed products. Packages and bundles will not import correctly.
Every change you make to the product SKU in your WooCommerce store will also be reflected in Holded. For example, if you change the description of an item in WooCommerce, this information will be transferred to the product in Holded.
Note that if a product is generated in WooCommerce without an assigned SKU, its creation will not be automatic in Holded. If there is a SKU match between products, enabling the import will overwrite the existing product
Product importation is one-way. Here's a summary of how product importation works between the two platforms:
Create product from WooCommerce:
It is created in Holded if it has an SKU in WooCommerce.
Create product from Holded:
It is not created in WooCommerce.
Update product from WooCommerce:
It is updated in Holded: name, description, price, and barcode.
Update product from Holded:
It is not updated in WooCommerce.
Delete product from WooCommerce:
It removes the relation with Holded, but not the product in Holded.
Delete product from Holded:
It does not delete in WooCommerce or in Holded.
3. Stock level
Unlike product integration, stock level synchronization is bi-directional. This means that by enabling this option, the stock level will be affected in☝🏼 both Holded and WooCommerce, no matter where the information is changed.
✨ This option allows any SKUs that match each other to be automatically synced, even if product import is not enabled
As with importing products, at this time stock sync will work best with single and mixed products. Packages and bundles will not import correctly.
Stock synchronization is bidirectional. Here's a summary of how stock-level synchronization works between the two platforms:
Manually updating stock in WooCommerce:
Updates the stock in Holded.
Only products with SKUs in WooCommerce will be generated in Holded.
Manually updating stock in Holded:
Updates the stock in WooCommerce.
Only products with SKUs in WooCommerce will be generated in Holded.
Creating orders/invoices in WooCommerce:
Deducts stock in Holded when importing the order.
Synchronization activation is not necessary to deduct stock through orders if the SKU matches.
💎 Stock level sync requires gem activation Inventory
4. Warehouses
By activating this option, warehouses set to Holded will correspond to locations in WooCommerce. In this way, each movement of stock in your WooCommerce store will be registered in the corresponding Holded warehouse.
☝🏼 Note that in WooCommerce it is allowed to set up only one store.
Multiple Stores
In case you have more than one store in WooCommerce, you can sync them all with the same Holded account.
☝🏼 Learn more about synchronizing multiple WooCommerce stores here.