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Setup WooCommerce with BoldDesk

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WooCommerce integration allows support agents to access customer information and order history directly from BoldDesk. This enhances customer experience and increases productivity.

Key features

  1. BoldDesk provides enhanced support for connecting multiple stores.
  2. Enable effortless access to and retrieval of detailed customer information.
  3. Obtain real-time access to a customer’s recent orders, including items purchased, prices, shipping charges, and discount details.
  4. Obtain a complete overview of a customer’s latest order history.
  5. Enable easy order canceling and refund claim within BoldDesk.


    Check out this video tutorial.

Plan limit

Feature Scale (Legacy) Momentum (Legacy) Enterprise Team Based
Store limit 0 1 5

The Scale (Legacy) and Momentum (Legacy) plans are no longer available to new customers and remain accessible only to existing customers already subscribed to them.

Generating Consumer Key and Consumer Secret in WooCommerce

  1. Login to your WordPress account and go to WooCommerce -> Setting .

  2. Navigate to the Advanced tab.

  3. Click the REST API section, and then select Add Key.

    WC_AddKey.png

  4. Choose a user and set the permission to Read/Write.

  5. Click Generate API Key.

    Dummy.png

  6. Once the Consumer key and Consumer secret were generated. Copy them for configuring WooCommerce app in BoldDesk.

Install and configure WooCommerce app in BoldDesk

  1. Go to Admin -> Marketplace.

  2. Search for and select the WooCommerce app

  3. Click the Install button of the WooCommerce app.

    Install.png

  4. Configure Account - Enter the WooCommerce Store Name, Store URL, Consumer Key and Consumer Secret and then click Verify & Continue.

    image.png

  5. App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles and brands.

    image.png

For detailed configuration steps, explore further instructions about Managing App Permissions and Visibility in BoldDesk.

  1. Click Save.

Manage the WooCommerce store

How to connect multiple stores

To add multiple WooCommerce stores in BoldDesk, follow these steps:

  1. Go to Admin -> Marketplace -> WooCommerce and click Manage.

  2. Click Add Store.

    AddStoreActual.png

Editing the details of WooCommerce store

Follow these steps to edit a WooCommerce store:

  1. Go to Admin -> Marketplace -> WooCommerce and click Manage.

  2. Click on three dots under the Action column and select Edit to open the store’s edit page.

    EditStore.png

  3. Modify the store details on the Edit Store page.

  4. Click Save.

Deleting WooCommerce store

Follow these steps to delete a WooCommerce store:

  1. Click Admin -> Marketplace -> WooCommerce > Manage.

  2. Click on three dots under the Action column and select Delete.

    Delete.png

  3. In the confirmation dialog, click Yes, Delete to delete the WooCommerce store.

    Delete_Confirm.png

Deactivating WooCommerce store

Follow these steps to deactivate a WooCommerce store.

  1. Click Admin -> Marketplace -> WooCommerce -> Manage.

  2. Click on three dots under the Action column and select Deactivate.

    Deactivate.png

  3. In the confirmation dialog, click Yes, Deactivate to deactivate the WooCommerce store.

    Deactivate_Confirm.png

Activating WooCommerce store

Follow these steps to activate WooCommerce notification:

  1. Click Admin -> Marketplace -> WooCommerce -> Edit.

  2. Click on three dots under the Action column and select Activate.

    Activate.png

  3. In the confirmation dialog, click Yes, Activate to activate the WooCommerce store.

    Activate_Confirm.png

FAQs

  1. Why do I see an authentication error when verifying my WooCommerce store?
    Incorrect Store URL, Consumer Key, or Consumer Secret can cause authentication failures. Ensure the domain uses HTTPS and the API credentials have Read/Write permissions.

  2. Why aren’t customer details appearing inside BoldDesk?
    Customer visibility requires matching email addresses between WooCommerce orders and BoldDesk contacts. Missing or mismatched emails prevent mapping.

  3. Will deleting a store remove all associated order data?
    No. It only removes the integration link. Data previously synced remains unless manually removed inside BoldDesk.

  4. What happens if API keys are regenerated in WooCommerce?
    BoldDesk will lose connection to the store. Update the integration with the new Consumer Key/Secret to restore sync.

Related Article

Manage WooCommerce within BoldDesk

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