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 to the CRM in the Cloud.
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.
You can export all WooCommerce products to CRM in Cloud, or choose to transfer only those of one or more categories.
With the synchronization options it is possible to keep the contacts in CRM in Cloud always up-to-date.
By activating this feature, all orders received on your WordPress / WooCommerce site will be immediately transferred to CRM in the Cloud as an opportunity.