The plugin has a whole series of tools to show, on the checkout page, the tax fields necessary for electronic invoicing, also based on the target customers to which you refer. By activating more than one type of fiscal document, the user will have a selector available...
Documentation
CRM in Cloud for WooCommerce
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Export of products and synchronization
You can export all WooCommerce products to CRM in Cloud, or choose to transfer only those of one or more categories. The product name, description, price and VAT rate will be synchronized, without neglecting its image and category. With the synchronization options,...
Contacts always synchronized
With the synchronization options it is possible to keep the contacts in CRM in Cloud always up-to-date. Any modification made in WordPress to an existing user will update the related contact in the CRM in real time. Even the creation and deletion of WordPress users...
Export orders in real time
By activating this feature, all orders received on your WordPress / WooCommerce site will be immediately transferred to CRM in the Cloud as an opportunity. Not only that, every update to the order in WooCommerce will be synchronized in real time in the CMS. An example...
Export of contacts and companies
CRM in Cloud for WooCommerce allows you to export WordPress users as contacts, with the ability to select one or more user levels for more accurate transfer. By activating the dedicated option, the plugin will also create the company linked to the contact in the CRM...
Connection to CRM in the Cloud
The first step is of course to connect your WordPress site with CRM in the Cloud. In the Settings tab there is a form where you can enter your CRM access credentials, i.e. your TeamSystem ID. The red disconnect button will confirm that you have successfully connected...
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