Connect WooCommerce with Yuki and automatically process orders in your accounting. WooCommerce orders are directly visible in Yuki. Save time on your administration.
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 Yuki
In Yuki, go to Settings > Integrations > Web Services. Click the black plus icon in the top left and create a new web service. Select the correct administration and grant all permissions. Copy the API key that appears. Finally, click Save. Then enter the API key for this Yuki web service in Combidesk.
I can't find the API key
If you don't see a "Web Services" option in Yuki, you most likely don't have sufficient permissions. To manage web services, you need at least the "Backoffice" or "Management" role.
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 Yuki.
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 Yuki.
Make sure you set 'Document link access type' under WooCommerce > PDF Invoices > Advanced > Settings to 'Full'.
Configure these Yuki steps:
Select administration
Select the administration to connect toMap the vat types
Map the WooCommerce vat categories on the vat types of Yuki to create sales invoicesSending costs
Enter the description of the article to book the sending costs onOther costs
Enter the description of the article to book the other costs onBook revenue
How would you like the revenue to be booked?Ledger account mapping per country
Map the countries of WooCommerce to the corresponding ledger accounts from YukiLedger account mapping
Map the vat categories of WooCommerce to the corresponding ledger accounts from YukiDefault ledger account
Select the default ledger account for products that are created in YukiDefault debtor
If you want to book your orders on a default debtor, enter the code of that default debtor hereDebtor for Point of Sale (POS) orders
Do you use Point of Sale (POS) in WooCommerce? Then you can also automatically post POS orders in Yuki. Enter the Relation Code of the debtor in Yuki to which these orders should be posted. You can find the Relation Code in Yuki via: Relations → [debtor name] → Extra tab → Relation Code. No POS debtor in Yuki yet? Click "Create debtor" to add one automatically.Payment method B2B
Select a default payment method for the invoices to commercial customers.Payment method B2C
Select a default payment method for the invoices to private customers.How do you want to handle VAT for orders to individuals in other EU countries (One-Stop Shop, OSS)?
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 Yuki article (Dutch).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.