Connecting Woocommerce to B2BDash

If you have a WooCommerce website/store, you can connect it to your B2BDash account using our WooCommerce plugin.

Your customers and their orders will be synced in real-time with your B2BDash account. You can also import all your historical customers and orders to get all that previous history with the push of a button.

This one has a few parts to it, but don't worry you only have to do it once. If you get stuck, contact support down in the bottom right of this page and we will help you out.

Follow these steps to connect your WooCommerce to B2BDash:

STEP 1

Click HERE to download the plugin: (Ninjodo is the CRM based platform that evolved into B2BDash).


STEP 2 

Install it on your Website:

1. Log in to the admin area of your WordPress website
2. Click on " Plugins" in the left side men
3. Click on " Upload Plugin"
4. Click on " Choose File" and select the Ninjodo plugin you just downloaded

5. Click ' Install Now" 

6. Click "Activate Plugin"

If you can find " Ninjodo" in the left side menu now you have successfully installed the plugin. It will be towards the bottom of your menu.


STEP 3

Get Your Secret Key and Paste It In

1. Go to the Admin Panel on Ninjodo (https://go.b2bdash.io/settings)

2. Click on " Integrations" on the left side menu (https://go.b2bdash.io/settings/integrations)

3. Click the WooCommerce tile 

4. Click ' Add New Website"


5. Copy the  Secret Key (It will look something like this:909c4d2b99a10f09728be29ef461d2eb). You can type the name of your website just for your reference in case you add another website/store later.

6. Paste it into the page we opened previously in the Secret Key Box (Settings page of your website)

7. Click " Save Changes"


STEP 4

Once you have connected your API key, you will be asked if you would like to sync your Historical data from your website.



STEP 5

Configure Orders 

In this section, we can manage the settings for your Woocommerce (Do note that you should have Tags and a Payment Campaign created in B2BDash in order to use this properly).



Add the following Tags(s) to all Customers

Add the following product(s) ordered  - these products are the ones you have in Woocommerce

Start Workflow - Select the Workflow you'd like to run in B2BDash. The campaign/workflow should be a 'Payment' Campaign/Workflow for it to show here.

AddTag(s) - This allows you to add the tags when a customer purchases a product


Once your done configuring it, hit Save Changes.

To give you an example of how it's done. Here's a screenshot from our test account.

4a15043f54a4e581dc91513389f038dd.pngHere are the tags from B2BDash

dc226de132381f30b541769b6e49ccea.pngHere's the Payment Campaign/Workflow.

c40872795add19cb1539342ddd6aa13b.png
Customer's Side:

1. Orders a product from your Cart.

85cf7061f0621e53459442dd9a1a752f.png


2. Check out page

4e2a29d8c280f549723e0b047fa1cb8c.png


3. Customer Fills in their details - in this example we have a Cash on delivery option so they do not obtain their payment details


c6d8066c532f3583ded64c4d29efa9e2.png
4. Order confirmed!

81e32520264101d4c3d0dd7de49eb8df.png



On your side (B2BDash)

1. The customer's purchase gets recorded.

ed0f0a5ffe33f8c62bcfa3090b339379.png

2. You can see the tags applied to them and the campaign that's running for them.

f5ab1b09cbfeaf564145b22a50fe4668.png
That's how the integration works in a nutshell. As you can see, Woocommerce feeds B2BDash the customer's information which you can then use to help you nurture these customers ultimately allowing them to make a purchase again using a series of emails or lead magnets.