Customers
The solution can be set to import all orders against a single account, or create each customer from WooCommerce as a unique account in Sage.
Options
Web Sales Account
The WebSalesAccount setting is used to set the default account for use in Sage. It is defaulted to 'WEBGBP' and can be modified in the workflow variables to whichever account you wish to use. There is a WebSalesAccountOnly setting which when set to 'True' will prevent customers being created and cause all orders to be imported against the WebSalesAccount. If WebSalesAccountOnly is set to 'False', Zynk will use the order email address to match to a Sage customer; if no match is found then a new customer will be created.
Requirements & Assumptions/Assertions
- Customers in WooCommerce will need to have a valid email.
- Customers in WooCommerce will need a billing address.
- Customers in WooCommerce will need a shipping address.
- Customers will be added to Sage as part of the order import process, so they won't be added to Sage until they place an order.
Zynk Process
- Export orders from WooCommerce.
- Check the
WebsalesAccountOnlysetting - If 'False' use the customer's email to match to the Sage account
- If no match is found then create the account in Sage
Field Mappings
| WooCommerce Field | Sage 50 Field | Notes |
|---|---|---|
| Billing/Company | Company | If there is no Billing/Company present, then first name and second name will be used instead |
| First Name | Forename | |
| Last Name | Surname | |
| Address 1 | Address 1 | |
| Address 2 | Address 2 | |
| City | Town | |
| Postcode | Postcode | |
| State | County | |
| Country | Country | |
| Phone | Telephone | |
| Used to match customers between WooCommerce and Sage |