WooCommerce Integration & Batch Submission

Currently FinerWorks does not have a standalone plugin for WooCommerce, like we do for Shopify, however sending us your WooCommerce orders for batch processing is possible and not very difficult.

WooCommerce is a WordPress online store/shopping cart system which is quite popular with many of our customers selling their artwork or photography as prints and printed products. You would be surprised how many online stores use it because it is full of great features that many businesses can use.

The premise behind batch submitting your orders requires the order data be submitted in an Excel format. This can be accomplished via an order export plugin that takes your order data and packages it nicely so that it can be sent to FinerWorks for processing. It can be a huge time saver, when you have multiple orders you want us to produce and ship out to various destinations.

There are quite a few plugins that can do this, some more reliable than others but for the purpose of this exercise, I recommend the one called “Advanced Order Export for WooCommerce”. It does not cost anything unless you upgrade to the pro version, but the free version will do what you need. So, let’s get started.

Installing the Order Export Plugin

I am going to assume either you, or your web developer will know how to install plugins to a WordPress with WooCommerce site. If you are comfortable doing this yourself, in the plugin section of your WordPress site, search for and add the plugin called “Advanced Order Export for WooCommerce” by AlgolPlus. Once that is installed and activated you are ready to customize the fields you will need.

Once installed you should see a WooCommerce menu item called “Export Orders”. See below.

Quick Setup – Option A

This may or may not work dependent on the version you are using. But within the plugin there is a Tools tab. The tools tab there is a place you can import the settings you will need. You can then modify them if you want later. Here we will do a simple copy and paste.

Step 1. First copy the following block of code.

{
    "now": {
        "version": "2.0",
        "mode": "now",
        "title": "",
        "skip_empty_file": true,
        "log_results": false,
        "from_status": [],
        "to_status": [],
        "change_order_status_to": "",
        "statuses": [],
        "from_date": "",
        "to_date": "",
        "shipping_locations": [],
        "shipping_methods": [],
        "item_names": [],
        "item_metadata": [],
        "user_roles": [],
        "user_names": [],
        "user_custom_fields": [],
        "billing_locations": [],
        "payment_methods": [],
        "any_coupon_used": "0",
        "coupons": [],
        "order_custom_fields": [],
        "product_categories": [],
        "product_vendors": [],
        "products": [],
        "product_taxonomies": [],
        "product_custom_fields": [],
        "product_attributes": [],
        "product_itemmeta": [],
        "format": "XLS",
        "format_xls_use_xls_format": "0",
        "format_xls_sheet_name": "Orders",
        "format_xls_display_column_names": "1",
        "format_xls_auto_width": "1",
        "format_xls_direction_rtl": "0",
        "format_csv_enclosure": "\"",
        "format_csv_delimiter": ",",
        "format_csv_linebreak": "\\r\\n",
        "format_csv_display_column_names": "1",
        "format_csv_add_utf8_bom": "0",
        "format_csv_item_rows_start_from_new_line": "0",
        "format_csv_encoding": "UTF-8",
        "format_csv_delete_linebreaks": "0",
        "format_tsv_linebreak": "\\r\\n",
        "format_tsv_display_column_names": "1",
        "format_tsv_add_utf8_bom": "0",
        "format_tsv_encoding": "UTF-8",
        "format_xml_root_tag": "Orders",
        "format_xml_order_tag": "Order",
        "format_xml_product_tag": "Product",
        "format_xml_coupon_tag": "Coupon",
        "format_xml_prepend_raw_xml": "",
        "format_xml_append_raw_xml": "",
        "format_xml_self_closing_tags": "1",
        "all_products_from_order": "1",
        "skip_refunded_items": "1",
        "skip_suborders": "0",
        "export_refunds": "0",
        "date_format": "Y-m-d",
        "time_format": "H:i",
        "sort_direction": "DESC",
        "sort": "order_id",
        "format_number_fields": "0",
        "export_all_comments": "0",
        "export_refund_notes": "0",
        "strip_tags_product_fields": "0",
        "cleanup_phone": "0",
        "enable_debug": "0",
        "format_json_start_tag": "[",
        "format_json_end_tag": "]",
        "custom_php": "0",
        "custom_php_code": "",
        "mark_exported_orders": "0",
        "export_unmarked_orders": "0",
        "summary_report_by_products": "0",
        "duplicated_fields_settings": {
            "products": {
                "repeat": "rows",
                "populate_other_columns": "1",
                "max_cols": "10",
                "group_by": "product",
                "line_delimiter": "\\n"
            },
            "coupons": {
                "repeat": "rows",
                "max_cols": "10",
                "group_by": "product",
                "line_delimiter": "\\n"
            }
        },
        "order_fields": [
            {
                "segment": "coupon",
                "key": "coupons",
                "colname": "Coupons",
                "label": "Coupons",
                "format": "undefined"
            },
            {
                "segment": "common",
                "key": "static_field_2",
                "label": "account_api_key",
                "format": "string",
                "colname": "account_api_key",
                "value": "WEB_API_KEY"
            },
            {
                "segment": "billing",
                "key": "plain_orders_shipping_code",
                "label": "shipping_code",
                "format": "string",
                "colname": "shipping_code"
            },
            {
                "segment": "common",
                "key": "order_number",
                "label": "Order Number",
                "format": "string",
                "colname": "order_po"
            },
            {
                "segment": "shipping",
                "key": "shipping_first_name",
                "label": "First Name (Shipping)",
                "format": "string",
                "colname": "shipping_first_name"
            },
            {
                "segment": "shipping",
                "key": "shipping_last_name",
                "label": "Last Name (Shipping)",
                "format": "string",
                "colname": "shipping_last_name"
            },
            {
                "segment": "shipping",
                "key": "shipping_company",
                "label": "Company (Shipping)",
                "format": "string",
                "colname": "shipping_company"
            },
            {
                "segment": "shipping",
                "key": "shipping_address_1",
                "label": "Address 1 (Shipping)",
                "format": "string",
                "colname": "shipping_address_1"
            },
            {
                "segment": "shipping",
                "key": "shipping_address_2",
                "label": "Address 2 (Shipping)",
                "format": "string",
                "colname": "shipping_address_2"
            },
            {
                "segment": "shipping",
                "key": "shipping_city",
                "label": "City (Shipping)",
                "format": "string",
                "colname": "shipping_city"
            },
            {
                "segment": "shipping",
                "key": "shipping_state",
                "label": "State Code (Shipping)",
                "format": "string",
                "colname": "shipping_state_code"
            },
            {
                "segment": "shipping",
                "key": "shipping_state_full",
                "label": "State Name (Shipping)",
                "format": "string",
                "colname": "shipping_province"
            },
            {
                "segment": "shipping",
                "key": "shipping_postcode",
                "label": "Postcode (Shipping)",
                "format": "string",
                "colname": "shipping_zip"
            },
            {
                "segment": "shipping",
                "key": "shipping_country",
                "label": "Country Code (Shipping)",
                "format": "string",
                "colname": "shipping_country_code"
            },
            {
                "segment": "billing",
                "key": "billing_phone",
                "label": "Phone (Billing)",
                "format": "string",
                "colname": "shipping_phone"
            },
            {
                "segment": "product",
                "key": "products",
                "colname": "Products",
                "label": "Products",
                "format": "undefined"
            },
            {
                "segment": "products",
                "key": "plain_products_qty",
                "label": "Quantity",
                "format": "number",
                "colname": "product_qty"
            },
            {
                "segment": "products",
                "key": "plain_products_sku",
                "label": "SKU",
                "format": "string",
                "colname": "product_sku"
            }
        ],
        "order_product_fields": [
            {
                "label": "Item #",
                "format": "number",
                "colname": "Item #",
                "default": 1,
                "key": "line_id"
            },
            {
                "label": "SKU",
                "format": "string",
                "colname": "SKU",
                "default": 1,
                "key": "sku"
            },
            {
                "label": "Item Name",
                "format": "string",
                "colname": "Item Name",
                "default": 1,
                "key": "name"
            },
            {
                "label": "Quantity",
                "format": "number",
                "colname": "Quantity",
                "default": 1,
                "key": "qty"
            },
            {
                "label": "Item Cost",
                "format": "money",
                "colname": "Item Cost",
                "default": 1,
                "key": "item_price"
            }
        ],
        "order_coupon_fields": [
            {
                "label": "Coupon Code",
                "format": "string",
                "colname": "Coupon Code",
                "default": 1,
                "key": "code"
            },
            {
                "label": "Discount Amount",
                "format": "money",
                "colname": "Discount Amount",
                "default": 1,
                "key": "discount_amount"
            },
            {
                "label": "Discount Amount Tax",
                "format": "money",
                "colname": "Discount Amount Tax",
                "default": 1,
                "key": "discount_amount_tax"
            }
        ],
        "id": "0",
        "export_rule_field": "date",
        "export_filename": "orders-%y-%m-%d-%h-%i-%s.xlsx"
    },
    "profiles": {
        "1": {
            "version": "2.0",
            "mode": "profiles",
            "title": "Copied from \"Export now\"",
            "skip_empty_file": true,
            "log_results": false,
            "from_status": [],
            "to_status": [],
            "change_order_status_to": "",
            "statuses": [],
            "from_date": "",
            "to_date": "",
            "shipping_locations": [],
            "shipping_methods": [],
            "item_names": [],
            "item_metadata": [],
            "user_roles": [],
            "user_names": [],
            "user_custom_fields": [],
            "billing_locations": [],
            "payment_methods": [],
            "any_coupon_used": "0",
            "coupons": [],
            "order_custom_fields": [],
            "product_categories": [],
            "product_vendors": [],
            "products": [],
            "product_taxonomies": [],
            "product_custom_fields": [],
            "product_attributes": [],
            "product_itemmeta": [],
            "format": "CSV",
            "format_xls_use_xls_format": "0",
            "format_xls_sheet_name": "Orders",
            "format_xls_display_column_names": "1",
            "format_xls_auto_width": "1",
            "format_xls_direction_rtl": "0",
            "format_csv_enclosure": "\"",
            "format_csv_delimiter": ",",
            "format_csv_linebreak": "\\r\\n",
            "format_csv_display_column_names": "1",
            "format_csv_add_utf8_bom": "0",
            "format_csv_item_rows_start_from_new_line": "0",
            "format_csv_encoding": "UTF-8",
            "format_csv_delete_linebreaks": "0",
            "format_tsv_linebreak": "\\r\\n",
            "format_tsv_display_column_names": "1",
            "format_tsv_add_utf8_bom": "0",
            "format_tsv_encoding": "UTF-8",
            "format_xml_root_tag": "Orders",
            "format_xml_order_tag": "Order",
            "format_xml_product_tag": "Product",
            "format_xml_coupon_tag": "Coupon",
            "format_xml_prepend_raw_xml": "",
            "format_xml_append_raw_xml": "",
            "format_xml_self_closing_tags": "1",
            "all_products_from_order": "1",
            "skip_refunded_items": "1",
            "skip_suborders": "0",
            "export_refunds": "0",
            "date_format": "Y-m-d",
            "time_format": "H:i",
            "sort_direction": "DESC",
            "sort": "order_id",
            "format_number_fields": "0",
            "export_all_comments": "0",
            "export_refund_notes": "0",
            "strip_tags_product_fields": "0",
            "cleanup_phone": "0",
            "enable_debug": "0",
            "format_json_start_tag": "[",
            "format_json_end_tag": "]",
            "custom_php": "0",
            "custom_php_code": "",
            "mark_exported_orders": "0",
            "export_unmarked_orders": "0",
            "summary_report_by_products": "0",
            "duplicated_fields_settings": {
                "products": {
                    "repeat": "rows",
                    "populate_other_columns": "1",
                    "max_cols": "10",
                    "group_by": "product",
                    "line_delimiter": "\\n"
                },
                "coupons": {
                    "repeat": "rows",
                    "max_cols": "10",
                    "group_by": "product",
                    "line_delimiter": "\\n"
                }
            },
            "order_fields": [
                {
                    "segment": "common",
                    "key": "static_field_2",
                    "label": "account_api_key",
                    "format": "string",
                    "colname": "account_api_key",
                    "value": "WEB_API_KEY"
                },
                {
                    "segment": "common",
                    "key": "order_number",
                    "label": "Order Number",
                    "format": "string",
                    "colname": "order_po"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_first_name",
                    "label": "First Name (Shipping)",
                    "format": "string",
                    "colname": "shipping_first_name"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_last_name",
                    "label": "Last Name (Shipping)",
                    "format": "string",
                    "colname": "shipping_last_name"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_address_1",
                    "label": "Address 1 (Shipping)",
                    "format": "string",
                    "colname": "shipping_address_1"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_address_1",
                    "label": "Address 1 (Shipping)",
                    "format": "string",
                    "colname": "shipping_address_2"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_city",
                    "label": "City (Shipping)",
                    "format": "string",
                    "colname": "shipping_city"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_state",
                    "label": "State Code (Shipping)",
                    "format": "string",
                    "colname": "shipping_state_code"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_state_full",
                    "label": "State Name (Shipping)",
                    "format": "string",
                    "colname": "shipping_province"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_postcode",
                    "label": "Postcode (Shipping)",
                    "format": "string",
                    "colname": "shipping_zip"
                },
                {
                    "segment": "billing",
                    "key": "billing_phone",
                    "label": "Phone (Billing)",
                    "format": "string",
                    "colname": "shipping_phone"
                },
                {
                    "segment": "shipping",
                    "key": "shipping_country",
                    "label": "Country Code (Shipping)",
                    "format": "string",
                    "colname": "shipping_country_code"
                },
                {
                    "segment": "product",
                    "key": "products",
                    "colname": "Products",
                    "label": "Products",
                    "format": "undefined"
                },
                {
                    "segment": "products",
                    "key": "plain_products_sku",
                    "label": "SKU",
                    "format": "string",
                    "colname": "product_sku"
                },
                {
                    "segment": "products",
                    "key": "plain_products_qty",
                    "label": "Quantity",
                    "format": "number",
                    "colname": "product_qty"
                },
                {
                    "segment": "ship_calc",
                    "key": "plain_orders_shipping_code",
                    "label": "shipping_code",
                    "format": "string",
                    "colname": "shipping_code"
                },
                {
                    "segment": "coupon",
                    "key": "coupons",
                    "colname": "Coupons",
                    "label": "Coupons",
                    "format": "undefined"
                }
            ],
            "order_product_fields": [
                {
                    "label": "Item #",
                    "format": "number",
                    "colname": "Item #",
                    "default": 1,
                    "key": "line_id"
                },
                {
                    "label": "SKU",
                    "format": "string",
                    "colname": "SKU",
                    "default": 1,
                    "key": "sku"
                },
                {
                    "label": "Item Name",
                    "format": "string",
                    "colname": "Item Name",
                    "default": 1,
                    "key": "name"
                },
                {
                    "label": "Quantity",
                    "format": "number",
                    "colname": "Quantity",
                    "default": 1,
                    "key": "qty"
                },
                {
                    "label": "Item Cost",
                    "format": "money",
                    "colname": "Item Cost",
                    "default": 1,
                    "key": "item_price"
                }
            ],
            "order_coupon_fields": [
                {
                    "label": "Coupon Code",
                    "format": "string",
                    "colname": "Coupon Code",
                    "default": 1,
                    "key": "code"
                },
                {
                    "label": "Discount Amount",
                    "format": "money",
                    "colname": "Discount Amount",
                    "default": 1,
                    "key": "discount_amount"
                },
                {
                    "label": "Discount Amount Tax",
                    "format": "money",
                    "colname": "Discount Amount Tax",
                    "default": 1,
                    "key": "discount_amount_tax"
                }
            ],
            "id": "0",
            "export_rule_field": "date",
            "export_filename": "orders-%y-%m-%d-%h-%i-%s.csv"
        }
    },
    "cron": [],
    "order-action": []
}

Step 2. Now paste into something like Notepad, Word or any texteditor. Thre are two instances where you will need to add in your web api key. Either search for the text “WEB_API_KEY” or do a Find and Replace in your text editor. Change WEB_API_KEY to your actual api key found in your account. It will be a  combination of letters and numbers with dashes thrown in.

Step 3. Now copy and paste your edited text. You will paste it into the “import” box within the Tools tab. After you paste it. Click the “Import” button afterwards. See below.

Step 4. Now review your settings. Go back to the main “Export now” tab and check to see if your fields look like this.

Recommended Setup – Option B

Step 1. Click that to access the Export Order tab. Toward the bottom will be a link called “Set up fields to export”. See below.

Initially it will display a bunch of pre-made fields that looks something like this.

I recommend you click the “Remove All Fields” button above them. I discovered (at least on my WooCommerce site) when I tried to map to the ones already there, sometimes they don’t retain the custom field names.

Step 2. Next you will need to create two fields: a static field and a custom field. Look for the buttons that allow you to do this. See below.

Step 3. To create the static field, click the button called “Add static field”. Enter account_api_key as the column name and in the value field enter your FinerWorks Web Api Key. This can be found in your FinerWorks account. Then select String as the field format. See below.

Now drag it to where all the pre-made fields had been.

Step 4. To create the custom field, click the button called “Add field”. The column name should be called “shipping_code”. Then select String as the field format. It should look exactly like the example below.

Now drag this under the account_api_key field.

The rest is very easy since the fields we need are ready to go but just need to be renamed.

Step 5. Under “Common” drag “Order Number” under the account_api_key and name it “order_po”. See below.

The sorting is not important but find all the appropriate fields in the Fields Menu, drag them under the previous one you added so that your field mapping looks like this.

Save your mapping by clicking “Save Settings.

Conclusion

That is all there is to it. To export your order’s you can filter them by status or some of the other filters they allow you to choose.

If the “Export” button does not work or gives you a blank message, try using the “Export [w/o progress bar]”. I find that one is more reliable.

The interface has a few little bugs but they should not prevent you from exporting your orders. Incidentally the developer told me they are working on fixing those at some point.

If you have any questions on this, shoot our customer service an email. We don’t provide WordPress and WooCommerce but we will do what we can to help you batch submit your orders. And when you are ready to start batching submitting your orders, contact us so that we can provide you where to do this.

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