Hike offers built-in integration with WooCommerce. Connect your Hike store with WooCommerce to seamlessly integrate your in-store Hike POS and WooCommerce eCommerce store.
This will give you complete control of your data, including:
- Product details & variants
- Product categories
- Customer profiles
- Customer groups & tiered pricing by groups
- Sale transactions
- Payment history and;
Here, you will find a step-by-step guide on how to integrate your WooCommerce website with your Hike POS. You’ll activate the integration in 2 main steps:
- Connect Hike & WooCommerce
- Apply setting rules
Note: To get started, make sure that you’ve logged into both Hike & WooCommerce
Before you begin
Before activating the integration between Hike & WooCommerce, there are a few important steps to first consider.
- Hike recommends setting up a new dedicated cash register to link with WooCommerce. This is because after you close your in-store register for the day, online sales will re-open the same register. By creating a new register, you will receive separate and transparent reporting when it comes to your in-store and online sales in WooCommerce.
- Ensure all your products are completely set-up before you start the integration. You’ll be prompted when you begin to bring all your products to WooCommerce. However, after this has been done you will have to sync each new product one-by-one.
- Back-up your product data in Hike & WooCommerce. Check the Product pages on each application to export.
Connect Hike & WooCommerce
- In Hike, open the Store Setup tab, and click on Integrations.
- From there you will find a list of applications to which Hike connects to. Integrate your WooCommerce account, by clicking on Activate to the right of the WooCommerce icon.
- A new screen will appear entitled Connect to WooCommerce. Here you will be asked to enter your:
- WooCommerce Shop URL – The URL of your WooCommerce store, i.e http://woo.storename.io
- WooCommerce Consumer Key – Found in WooCommerce Settings
- WooCommerce Consumer Secret – Found in WooCommerce Settings
- To obtain your WooCommerce Consumer Key and your WooCommerce Consumer Secret, you must first log in to your WooCommerce account.
- From your Dashboard, navigate to WooCommerce Settings.
- Select the API tab
- Choose Keys/Apps from the sub-menu
- lick on the Add Key button
Note: An API Key is a unique value key that is assigned to a user, giving he/she full access to their data to a service.
- Once you click on Add Key, you will be taken to a new screen to create an API Key. This does not affect your WooCommerce store in any way, but it does assist Hike to connect and sync with your WooCommerce.
- You will now need to complete three fields:
- Description: Can be any name to help you find it afterward
- User: Choose the User from the drop-down list
- Permissions: Must be set to Read/Write from the drop-down box, enabling Hike to have access to your data.
- Click the GENERATE API KEY button to proceed.
- Now you will see the information details for your Consumer Key and Consumer Secret. Make a note of this information in a safe place, or copy and paste the Consumer Key and Consumer Secret directly to your Connect to WooCommerce screen in Hike now.
Note: Please note that once you leave this page you will not be able to recover it. To integrate WooCommerce with Hike again, you will have to click on Revoke Key, and delete the API Key you just made, and create a new one. Ensure you have you saved this, the first time.
- Copy and paste your Consumer Key and Secret.
- If you’re unsure about your WooCommerce store name, you can find it by going back to your WooCommerce dashboard, hovering on the home icon next to your username, and selecting Visit Site.
- Here you will be directed to your eCommerce store site, where you can grab the store’s URL.
- Enter in all Store’s URL, and click on Connect. Once your connection to WooCommerce is active, you’ll automatically be redirected to the WooCommerce settings screen in Hike.
Note: If you want to make sure that your WooCommerce integration with Hike has successfully been activated, Close the settings screen, and you’ll land back on Hike’s Integrations page. You’ll notice that next to the WooCommerce Integration row, the Activate option has been replaced with Manage, which means you have successful activated the Hike + WooCommerce connection.
- In future, you can revisit the settings by clicking on the Manage -> Sync settings as shown in the screen below:
Now it’s time to provide your sync settings
On the WooCommerce settings screen, you’ll be able to establish exactly how you want your Hike & WooCommerce pairing to work.
Hike Outlet for Inventory Sync
Select the outlet/physical inventory location your WooCommerce store will draw inventory from. It could be one of your outlets or a central warehouse you dispatch online orders from.
Do you keep separate inventory for online sales?
If so, create a new outlet in Hike, name it ‘eCommerce’ or any other name that works for you and link it here. This way, Hike will track your online sales and orders as a separate outlet.
Your online orders will link with your selected outlet and will appear under its ‘order history’.
When you receive an online order, it will appear in this outlet’s order history as a ‘parked’ order. Now you can pick-n-pack the order using your Hike iPad register and once dispatched mark it as complete in Hike. Hike will update the status back to WooCommerce.
This way, you’ll only need to use one system to manage ALL your orders – online and in-store.
Hike register for payments
Check this box if you’d like to track and reconcile your online order payments in Hike. Checking this box will bring up a drop-down box of all the registers in your chosen outlet.
From now onwards, when you close the cash register at end of the day/shift, it will also include the WooCommerce payments in the daily receipt summary. You can revisit this summary at any point in time to verify payments against the online order dispatches.
Hike Recommends: We suggest a dedicated cash register for your online sales with WooCommerce to give you greater transparency on online sales transactions and payments.
WooCommerce price type
WooCommerce presents 2 different price options for sales: Regular Price & Sale Price. Here, Hike is asking you which WooCommerce price type you will use to sync between Hike and WooCommerce. WooCommerce allows you to edit the pricing of your product in those two ways
This is the final price – including tax – that the product is being sold for. Will apply to both Hike’s in-store sales and WooCommerce’s online sales if selected.
This is the discounted sale price you create/edit against the product in WooCommerce however
- Hike will update the price overall, or this Sale Price field if being used.
Hike Recommends: We suggest syncing with Regular Price only as syncing with Sale Price will update all products with the sale/discounted price.
Hike Tax / WooCommerce Tax
‘Hike tax’ lists all the sales tax options set in Hike. ‘WooCommerce tax’ lists all the tax options already set in WooCommerce. Map the correct tax so that when orders are sync’d, the tax amounts are matched correctly.
To correctly map tax classes in both systems, we suggest you create all relevant taxes in Hike and WooCommerce both and map those on this screen.
This is where you’ll select how your data is synced, and managed between Hike and WooCommerce.
There are 3 types of data that can be synced: Customers, Products & Inventory, Sales. We’ll explain how each can be synced to and from Hike, with examples, below:
Select this option will allow you to sync your data to and from Hike and WooCommerce. For example, by selecting 2-way for Customers, all you customer information will be shared between the two platforms. A new customer in WooCommerce will be automatically sync with Hike, and vice-versa.
Hike -> WooCommerce
Select this option if you want your data to be ONLY sent from Hike to WooCommerce. For example, by selecting Hike -> WooCommerce for Products & Inventory, all your Products & Inventory data WILL be shared from Hike to WooCommerce, but NOT from WooCommerce to Hike. Adding a new product in Hike will automatically sync and appear in your WooCommerce store but creating a new product in WooCommerce will not appear in Hike.
WooCommerce -> Hike
Select this circle if you want your data to be ONLY sent from WooCommerce to Hike. For example, by selecting WooCommerce -> Hike for Sales, all your sales information WILL be shared from WooCommerce to Hike but not the other way around.
Product SKU Reference
Hike uses product (Stock-Keeping Unit) as a unique identifier for your products. This is a standard practice for most leading accounting, POS and eCommerce platforms for retail industry. However, some eCommerce applications do allow to create products without SKUs. To solve this discrepancy Hike lets you choose one of the following two options:
Auto-create SKU numbers to sync those products and variants.
Selecting this option will trigger Hike to automatically create SKU numbers for products that are being added, but do not have an existing SKU.
Do not sync non-SKU products and related orders now, I’ll first manually create SKUs for those.
Selecting this option will NOT add products that do not have SKUs. Enabling you to manually create them first in your integrated platform.
Once you’ve completed all the necessary steps, it’s time to save and start syncing. Click on the Continue button either at the top or bottom of the page, to go on.
Hike Tip: If the Continue button is greyed out, it means you have not completed a step. Ensure you have completed everything on the page, before moving on.
First Time Sync
If this is your first time syncing or if you’ve made any significant changes to your sync settings, you will be prompted with this screen.
If you’ve selected 2-way sync, you will need to confirm which platform is the primary source, which will then overwrite the other in the case of duplicate records.
For example, we’ve previously selected Customers as our 2-way sync. Now you will need to advise which app will overwrite the other if a customer with the same name exists in both apps.
Hike -> WooCommerce: Selecting this option will make Hike the primary source.
WooCommerce -> Hike: Selecting this option will make WooCommerce the primary source.
Once you’ve selected your primary source, simply select Save & Sync Now to finalize your sync settings, and Hike will immediately begin syncing with WooCommerce!
Note: Please be advised that syncing your data across may take some time (depending on number of products and existing transactions to sync).