With the WooCommerce SnelStart integration by Combidesk, orders are automatically booked as invoices in SnelStart. In this guide, you will go through the installation step by step.
Table of contents
1. Connect to WooCommerce
To connect to WooCommerce, you need an API key and API secret.
Connect to WooCommerce
Log in to your WordPress environment.
In the WooCommerce plugin, go to Settings.
Click on Advanced, then select REST API.
Creating an API Key
Click Add key to create a new API key.
Enter a description, for example,
Combidesk.Select the desired user.
Under Permissions, choose Read/Write.
Save the key and note both the API key and API secret, as you will need them later for the integration.
Setting Pretty Permalinks
To use the WooCommerce API, your WordPress environment must have pretty permalinks enabled.
Go to Settings → Permalinks in WordPress.
Check that the permalink structure is not set to Plain.
If it is already set to something other than Plain, no changes are needed.
If it is set to Plain, choose a different structure from the list (for example, Post name). Confirm this with your website administrator.
Save the settings.
Updating WordPress and WooCommerce
It is recommended to update both your WordPress environment and the WooCommerce plugin to the latest version.
This prevents compatibility issues when using the API.
Installing the WooCommerce Integration
In Combidesk, search for the desired WooCommerce integration.
Click Install this integration.
Connect your WooCommerce account:
Enter the URL of your webshop in the top field, for example:
https://webshop.nl.Paste the previously created API key in the API key field.
Paste the corresponding API secret in the other field.
2. Connect to SnelStart
To get started, click the "Connect..." button:
You will then be redirected to the following screen:
Log in with a user who has access to the relevant administration.
Note: If you're connecting to a user with an accounting license, read this article first.
Then click "Een enkele administratie koppelen":
Select the desired administration:
Then press "Koppel":
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these WooCommerce steps:
Select statuses
Select the statuses at which an order should be synchronised. Make sure the order is no longer edited. More details can be found in this article.Export existing orders
Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers with PDF attachment to SnelStart.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.Transfer order numbers or invoice numbers
If you use the WooCommerce 'PDF Invoices & Packing Slips' plug-in, you can choose to transfer order numbers or invoice numbers to SnelStart.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.
Configure these SnelStart steps:
Vat high ledger account
Select the ledger account to book vat high revenue onVat low ledger account
Select the ledger account to book vat low revenue onVat other ledger account
Select the ledger account to book vat other revenue onVat none ledger account
Select the ledger account to book vat none revenue onSnelStart VAT mapping
Connect the VAT categories of WooCommerce to your SnelStart account. Beware, use SnelStart vat code 'Geen' for vat tariffs with percentage 0% (i.e. tariffs outside the Netherlands). Read more in our help article (Dutch).Vat inside EU ledger account
Select the ledger account to book vat inside EU revenue onVat outside EU ledger account
Select the ledger account to book vat outside EU revenue onDisable check on email address?
Should we disable the check if a customer exists by email address?Order insertion type
Specify how the orders should be inserted into SnelStart. Sales entries will be final invoices in SnelStart. If you choose sales invoices, articles have to exist in SnelStart and the concept sales invoice can still be edited in SnelStart.Create articles
Indicate if you want to create articles in SnelStart if they don't exist. Only articles used in an order will be created.Order template
Select the order template to be used for ordersArticle revenue group mapping
Connect the article revenue groups to the vat tariffs. The article revenue group is used when creating a new article in SnelStart.Include vat on invoice lines
Indicate if invoice line amounts should be including or excluding vat.Sending costs ledger account
Select the ledger account to book the sending costs onSending costs vat low ledger account
Select the ledger account to book the sending costs with vat low onSending costs vat other ledger account
Select the ledger account to book the sending costs with vat other onSending costs vat none ledger account
Select the ledger account to book the sending costs with vat none onAdd year to invoice number
Prepend the invoice number with the order year in SnelStart. This means an order in 2023 with number 10330 will be added to SnelStart as 202310330.Customer id for Point of Sale orders
Do you make use of a Point of Sale in WooCommerce and do you want to book these orders in SnelStart as well? Then please enter the customer code of the customer on which these orders should be booked below.How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this SnelStart article (Dutch).Ledger configuration for OSS orders
Select a ledger for each OSS vate rate typeIncluding the payment reference in the SnelStart description?
Do you use a payment provider and do you want the payment reference to be visible in the SnelStart description? This is necessary for automatic reconciliation.Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.