WooCommerce for Zoho Desk
The WooCommerce for Zoho Desk extension is designed to cater to the larger automation needs of Desk support agents. With this extension's help, customer support agents can easily create tickets for WooCommerce customers and track their order information without leaving their Zoho Desk interface.
Installing the extension
The WooCommerce extension can be installed either from the Zoho Marketplace or from your Zoho Desk account. To install from Zoho Desk:
- Log in to your Zoho Desk account with Administrator privileges.
- Click the Setup icon (
) > Integrations > Marketplace.
- Search for 'WooCommerce' in the search bar on the right.
- Select the WooCommerce for Zoho Desk extension, then click Install.
- Under General Settings, select the department and profiles whose agents can access the extension in Zoho Desk.
- Agree to the Terms of Use, then click Install.
- Click Authorize and select the portal in which you want to install the extension.
- Click Authorize in the pop-up to authorize your WooCommerce account.
- Under Configuration, provide the domain and subdomain.
- Under Preferences, select your department.
Upon successful installation, the extension can be accessed from the right tab of the ticket detail page.
Accessing the extension
The extension can be accessed from the right tab of the ticket detail page. To access the extension, open a ticket from your portal.
- Click the Extensions icon (
) on the right side of the ticket detail page.
All extensions installed in this location will be listed. - Select WooCommerce.
The WooCommerce widget will be displayed in the right tab of the ticket detail page.
Managing orders and contacts
After the extension is installed, when a customer places an order in WooCommerce, multiple actions will be triggered based on the scenario. Every scenario and the corresponding actions are given below.
- For any orders placed in WooCommerce, a ticket will be created in Zoho Desk, and the order details will be shown in the widget on opening the ticket. The order details will have:
- Customer Information
- Order ID (Admins/Shop Managers can click this to get redirected to the order in WooCommerce)
- Store Name
- Order Status
- Order Total Value
- Shipping address
- Billing address
- Order note (Upto 3 notes are allowed)
- When a customer is new to Zoho Desk and places an order in WooCommerce, a contact for that customer will be created in Zoho Desk by default.
- If an existing customer of Zoho Desk places an order in WooCommerce, a ticket will be created in Zoho Desk, and the order details will be shown in the widget on opening the ticket.
- If a customer has orders in WooCommerce even before installing the extension, only the latest five orders will be listed in the widget.
Uninstalling the extension
- Go to Setup > Integrations > Marketplace.
- On the Marketplace page, click Installed Extensions.
- Choose WooCommerce from the list of extensions.
- Click the More icon (
) in the upper-right corner of the WooCommerce extension setup page.
- Select Uninstall Extension.
- Click Confirm.
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