WooCommerce Integration

Welcome to the documentation for WooCommerce integration with Support Genix! This guide will walk you through the process of seamlessly connecting your WooCommerce online store with Support Genix, a powerful customer support and engagement platform. By integrating these two platforms, you can enhance your customer experience, streamline support processes, and ultimately boost your online business.

Managing ticket systems for multiple WooCommerce stores in a single place is easier than ever. #

Steps to integrate WooCommerce on the same site where Support Genix is installed #

To integrate WooCommerce with Support Genix, make sure that Support Genix pro edition is activated on your website.

Step 1: How to integrate WooCommerce with Support Genix on the same site? #

Go to Support Genix > WooCommerce > Integrations and click on the Add New button.

After clicking the Add New button, configure the integration settings according to your needs.

• Type: In the “Type” option, select WooCommerce in Same Site from the dropdown menu.
• Status: Turn on the switcher to enable this integration.
• Website/Store Title: Add your website or store title.
• Disallow cancelled order ID: If you turn on this switcher, customers won’t be able to create ticket with canceled order ID.
• Disallow refunded order ID: If you turn on this switcher, customers won’t be able to create ticket with refunded order ID.
• Verify customer email address: If you turn on this switcher, customers must use the same email address as the email address provided while ordered; otherwise, ticket can’t be created with that order ID.
• Auto Create Ticket on New Order Creation: After turning on this switcher, a ticket will be created automatically after an order placed.

Upon finishing the configuration, the Order ID field will be visible in the ticket creation form.

After successfully creating a ticket with an Order ID, you’ll find a summary of the corresponding order conveniently displayed in the right sidebar of the created ticket. For a comprehensive view of the order details, simply click on the View Details button located at the bottom of the order summary.

Step 2: How to enable automatic ticket creation for new orders placed in WooCommerce? #

To enable automatic ticket creation, edit the integration and turn on the Auto Create Ticket on New Order Creation switcher. Here, you can customize the Ticket Category, to set default category for auto created ticket. Also you can customize Ticket Subject and Ticket Description with the placeholders to get dynamic data.

Steps to integrate WooCommerce with Support Genix for the external site #

If you need to manage customer support requests across multiple WooCommerce sites efficiently, Support Genix provides a streamlined solution for centralized management. Follow the steps below to set up Support Genix for your WooCommerce External Website.

Step 1: How to integrate WooCommerce with Support Genix for the external site? #

Go to Support Genix > WooCommerce > Integrations and click on the Add New button.

After clicking the Add New button, configure the integration settings according to your needs.

• Type: In the “Type” option, select WooCommerce in External Site from the dropdown menu.
• Status: Turn on the switcher to enable this integration.
• Website/Store Title: Add your website or store title.
• Website/Store URL: Input the URL of your external website or store. This is the website address where your WooCommerce store is hosted.
• API Consumer Key: Add the WooCommerce REST API Consumer Key from your external website.
• API Consumer Secret: Add the WooCommerce REST API Consumer Secret from your external website.
• Disallow cancelled order ID: If you turn on this switcher, customers won’t be able to create ticket with canceled order ID.
• Disallow refunded order ID: If you turn on this switcher, customers won’t be able to create ticket with refunded order ID.
• Verify customer email address: If you turn on this switcher, customers must use the same email address as the email address provided while ordered; otherwise, ticket can’t be created with that order ID.
• Verify external store SSL: If you turn on this switcher, your external site must have SSL active; otherwise, the ticket cannot be created using the order ID of external site.
• Auto Create Ticket on New Order Creation: After turning on this switcher, a ticket will be created automatically after an order placed.

Upon finishing the configuration, the Order ID field will be visible in the ticket creation form. Also if you’ve integrated multiple WooCommerce (no matter the integration is same site or external site), then additionally Store field will be visible in the ticket creation form as well.

Step 2: How to create WooCommerce REST API Consumer Key and Consumer Secret? #

Go to WooCommerce >Settings > Advanced > REST API and click on the Add Key button.

After inserting API Description hit the Generate API Key button to get REST API Consumer Key and Consumer Secret. Use both the Consumer Key and Consumer Secret in corresponding external site integration’s settings in Support Genix.

Step 3: How to enable automatic ticket creation for new orders placed in WooCommerce of external site? #

To enable automatic ticket creation, edit the integration and turn on the Auto Create Ticket on New Order Creation switcher. Here, you can customize the Ticket Category, to set default category for auto created ticket. Also you can customize Ticket Subject and Ticket Description with the placeholders to get dynamic data.

Please note that, you will also need to connect Support Genix with your external site’s WooCommerce through Webhook (shown below in this step).

After making all the necessary changes in settings, click the Update button to save.

To connect Support Genix with your external site’s WooCommerce through Webhook, first you need to create a Incoming Webhook in Support Genix.

Go to Support Genix > Incoming Webhook and click on the Add New button.

After creating the Incoming Webhook, simply copy the generated URL and add as Delivery URL to the Webhook settings of external site’s WooCommerce. Also select Order Created as topic of the Webhook. This process will connect Support Genix with your external site’s WooCommerce to create ticket automatically while new order is created.

Go to WooCommerce >Settings > Advanced > Webhooks and click on the Add Webhook button.

Essential settings to optimize WooCommerce integration. #

Go to Suport Genix > WooCommerce >Settings

In the settings panel, you can configure the following options:

• Store & Order ID Field Requirement: Specify whether the Store & Order ID fields are required.
• Show Store & Order ID Field in Create Ticket Form: Choose to display the Store & Order ID fields in the Create Ticket form.
• Hide Store Field in Create Ticket Form for Single Integration: Opt to hide the Store field in the Create Ticket form for single integration.
• Show Store & Order ID Field in Registration Form: Determine whether to display the Store & Order ID fields in the Support Genix registration form.
• Show Menu in WooCommerce My Account Page: Choose to show a menu in the same site’s WooCommerce My Account page.
• Menu Label in WooCommerce My Account Page: Define the label for the menu displayed on the same site’s WooCommerce My Account page.

That’s it! Thank you for choosing Suport Genix to enhance your user experience. If you need additional assistance, feel free to contact our support team. Our dedicated support team would be more than happy to assist you.