What is the Holded WooCommerce Integration?

You import your WooCommerce orders by choosing to convert them into a sales order, a sales receipt or a sales invoice.

• A sales order allows you to check the status of your orders in progress; you can later convert them into invoices or sales receipts.
• A sales receipt is recommended when an invoice is not created. With this option, those orders that got cancelled won’t generate any invoice, allowing you to convert all the requested tickets into a sales invoice. 
• A sales invoice is intended for completed orders, and it will import the fiscal data of the customers as it is in WooCommerce. This data can be modified after the process is completed.

Remember that if your WooCommerce orders are not labelled as Completed they won’t appear in Holded.

In case you need to import orders that have been generated in the past, you’ll have to configure it in WooCommerce by selecting the corresponding option inside the Module Configuration dedicated to Holded. Order refunds won’t be imported into Holded.

A sales channel can be assigned to the WooCommerce orders to later perform a detailed analysis of the sales through the Holded analytics solution. Besides, you have the possibility to relate the gateway payments you configured in the platform to your online stores and to link your WooCommerce payment methods with the banks that you have added to your Holded account.

You can also choose if you want to associate a particular invoice template or apply a precise tax amount to a sale. 

Remember to activate your taxes breakdown in your WooCommerce General Settings to make sure they are correctly reflected in Holded. To know how to activate your taxes in WooCommerce, refer to  this article.

In the Advanced settings form, you can personalize your orders import, deciding things such as how and when to create a contact or select the consecutive numbers to apply to your orders. Refer here for more details about how to integrate your WooCommerce account.

By activating this option, products and their assigned SKU will be imported from your WooCommerce account. Once imported, you can easily distinguish them by the WooCommerce icon right next to them. 

At the moment, the Products importation will work at its best with simple products and products with combination. Product packs and product lots will not be imported properly.

Every change you apply to your product SKU in your online store will also be reflected in Holded. For example, if you change a description of an item in WooCommerce, this information will be transferred to your product in Holded.

Bear in mind that if a product is created in WooCommerce without an assigned SKU, its creation won’t be automatically reflected into Holded. If an SKU match between products occurs, by enabling the importation, the existing product will be overwritten.

Product importation is unidirectional.
Here below you can find a summary table of how product import works between the two platforms

Please note that Stock Level sync requires the activation of Inventory Pro.

Unlike the product integration, the stock level synchronization is bidirectional. This means that by enabling this option, stock level will be reflected both in Holded and in WooCommerce, no matter where the information is modified. 

Keep in mind that this option allows any matching SKU to be automatically synchronized, even if the Product importation is not enabled.

As per products importation, at the moment the stock synchronization will work at its best with simple products and products with combination. Product packs and product lots will not be imported properly.

Stock synchronization is bidirectional.
Here below you can find a summary table of how product import works between the two platforms

By synchronizing this option, your configured warehouse in Holded will correspond to a location in WooCommerce. This allows each stock movement in your online store to be reflected in the matching Holded warehouse.