This integration allows you to sync all your WooCommerce online store information with Holded. This way, data about orders, products, stock, and warehouses will be automatically updated between both platforms whenever there's a change.
Holded uses the product SKU to link information between the two platforms. Keep in mind that stock levels can be affected if an order includes a product with the same SKU, even if synchronization is not enabled.
Taxes on imported orders and products will match those you have previously configured in Holded. If a specific tax hasn't been created, the system will apply the closest one available. For this reason, before starting the integration, we recommend creating generic taxes in Holded (for example: Tax 21%). This will ensure that order and product amounts are correct.
📖 If you sell products outside of Spain, check this article to learn how to configure taxes by country.
Additionally, to enable product and stock synchronization, you'll need to download the Holded plugin and upload it to your WooCommerce profile, even if you already work with both platforms.
The four parts of integration
1. Sales
Orders that you import from WooCommerce can become a sales order, a sales receipt, or a sales invoice:
Sales order: allows you to check the status of your orders and customize it exactly as configured in WooCommerce.
Sales receipt: recommended when no invoice is created; the order status must be set to completed for it to sync to Holded.
Sales invoice: used for completed orders and will import customer billing data exactly as it is in WooCommerce. This data can be modified once the process is completed.
☝🏼 If your WooCommerce orders are not labeled as Completed, they will not appear in Holded if you select the sync as sales receipt or sales invoice option.
☝🏼 Keep in mind that for credit notes (rectifying invoices) to sync over, the order needs to be integrated into Holded as a sales receipt or sales invoice.
If you need to import old orders, you'll need to configure this 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. You also have the option to link your online stores' payment gateways that you've already configured on the platform, and to link your WooCommerce payment methods with the banks you've 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 sequential numbers to apply to orders.
🚨 Keep in mind that by default documents are synced as drafts, but if you want them to sync as approved, you can enable the Automatically approve documents option.
See here for more details on how to import your WooCommerce orders
2. Products
By enabling this option, products and their associated SKU will be imported from your WooCommerce account. Once imported, you can easily distinguish them by the WooCommerce icon next to them.
🚨 Currently, product import works with simple products and products with variants. Bundles, as well as batches and serial numbers, will not be imported.
Every change you make to the product SKU in your WooCommerce store will also be reflected in Holded. For example, if you change an item's description in WooCommerce, that information will be transferred to the product in Holded.
☝🏼 Keep in mind that if a product is generated in WooCommerce without an assigned SKU, it will not be created automatically in Holded. If there's a SKU match between products, enabling the import will overwrite the existing product.
Product import is one-directional. Here's a summary of how product import 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, and price.
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.
☝🏼 You have the option to choose which fields are synced or updated through the product synchronization option > select the fields to sync. This way, you can choose which product fields you want to sync over.
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.