How can I sync contacts with WooCommerce in Holded?
To synchronize WooCommerce contacts with Holded, it is necessary to synchronize via Orders or Invoices. It is not possible to synchronize only the WooCommerce database, as the contacts will be created in Holded in the sales synchronization process.
However, you have the option to decide if you want contacts to be created in Holded during this process. To enable this feature, follow these steps:
Go to Holded > Settings > Integrations
Find and check the box for WooCommerce.
☝🏼 If the contact synchronization checkbox is unchecked, orders will be generated in Holded without customer information, i.e. the customer data will be empty.
Can I link an already created Holded contact to a WooCommerce contact?
Yes, if you want to link an existing Holded contact to a WooCommerce contact, it is possible to do so using the following methods:
Contact created from WooCommerce: When a customer or contact is created in WooCommerce, all its data will be transferred, and the contact's internal ID will be used as a key identifier. Holded will automatically recognize the contact from WooCommerce based on this ID.
Contact manually created in Holded: If the contact does not come from WooCommerce and has been manually created in Holded, when placing an order in WooCommerce, an attempt will be made to match it using its email address. If no email match is found, the TIN (Tax Identification Number) will be used for matching. Make sure that the TIN entered has a capital letter so that it is recognized correctly.
☝🏼 The search order used by Holded to match contacts is as follows: Contact ID > Email > TIN
If a match is not found using any of these fields, a new contact will be generated in Holded.
What contact information do we import from WooCommerce?
First and last name
VAT NUMBER
E-mail
Town
Country
Postcode (zip/postal code)
Telephone
☝🏼 The 'Province' field will not be imported in the synchronization process.
What happens if a synced contact places multiple orders in WooCommerce, is the contact duplicated?
No, duplicate contacts will not be created in Holded. When a synced customer places multiple orders through WooCommerce, only a single contact will be created in Holded. The first order placed by the customer will generate the contact in Holded, and subsequent orders will be linked to that same contact.
How can I synchronize a contact's VAT number in WooCommerce?
To sync a contact's VAT number in WooCommerce, follow these steps:
First, make sure you have a plugin installed in WooCommerce that adds the VAT number field. This field is necessary to import the NIF information correctly. You can find the recommended plugin for this function here.
Once the plugin is installed, be sure to check the "Shipping field required" and "Validate field" boxes in the plugin settings. These settings are important to ensure that the NIF synchronization works correctly.
Why don't my contact details appear on the Invoice/Sales Ticket?
To ensure that the contact details appear on your documents, we recommend that you enable the "Create contact" option in the WooCommerce settings in Holded.
If you have this option disabled, the contacts are not generated in Holded and their information will not be displayed in the synced documents.