Getting started

Pre-release documentation. The connector is in development and not yet available to buy. This guide describes the current pre-release build and may change before launch.

Who should set it up

Setup is usually done by a WooCommerce administrator working with whoever looks after Odoo — in many businesses that is an Odoo or WooCommerce implementation partner. You do not need to write any code, but you will make decisions about your products, stock and finances, so involve the people who own those processes.

Before you start

• A WordPress administrator account on your shop. Shop managers can see the connection status but cannot connect or disconnect the shop.
• Your shop running on a public https:// address.
• An Odoo user for the connector, with an API key. This can be a limited user rather than an Odoo administrator.
• A supported combination of software. See Compatibility.

1. Install the companion plugin

Install and activate the connector’s WordPress plugin in your WooCommerce shop. It records changes in your shop so they can be passed on reliably, and it performs safe stock updates.

2. Pair your shop

Pairing links one WooCommerce shop to your connector account.

1. In your connector account, create a pairing code. It works once and expires after ten minutes.
2. In WordPress, open WooCommerce → Commerce Bridge, enter the service address and the pairing code, and submit.
3. The page shows Paired when it has worked.

From then on, every message between your shop and the connector is signed with a secret that is never shown on screen or written to logs.

If you see an error, the most common causes are a mistyped or expired code (create a new one) or a site address that is not a public https:// address (fix it in Settings → General and try again with the same code).

3. Work through the guided setup

The guided setup has nine stages. You can stop and come back at any time, and each stage shows whether it is Not started, In progress, Needs attention or Complete.

1. Eligibility — checks your Odoo, WordPress and WooCommerce versions and the plugin.
2. Connect — enter the Odoo connection details and choose the Odoo company this shop sells for.
3. Discover — reads both catalogues. Nothing is written.
4. Ownership and schedules — decide which system owns each group of details, which directions may create or update records, and how often automatic checks run (every five minutes by default).
5. Reconcile — review proposed matches between existing products and customers, and link any that could not be matched automatically.
6. Financial setup — taxes, currencies and prices.
7. Preview — shows exactly what the first run would create or change, without changing anything.
8. Verify — a single test record proves the full path works.
9. Activate — switch on orders, catalogue and customers, together or separately, now or at a chosen time.

After activation

• New products and customers created after activation are copied automatically where you have allowed it. Records that already existed are handled through the plan you approved in stage 5.
• You can pause a shop at any time and resume it later.
• Deactivating returns the shop to how it behaved before, while keeping the history and matches.

Next: What synchronises.