Order Sync with Zendesk for WooCommerce

May 16, 2024

Order Sync with Zendesk for WooCommerce Plugin

Manage New Tickets and Orders with Zendesk Woo Order Sync

Order Sync with Zendesk for WooCommerce plugin will provide a managed process for dealing with new tickets and assembling customers’ order data. It is a two-way integration between Zendesk and WooCommerce.

The admin needs to install the WooCommerce Orders (from Zendesk Marketplace) before syncing this plugin. It is essentially, a Zendesk-oriented solution that will only work for WooCommerce orders.

The admin can directly verify ticket details from their WooCommerce, removing the need to check their Zendesk account each time. Order Sync with Zendesk for WooCommerce plugin enhances the workflow of WooCommerce stores and improves ticket management. It also helps customers register their queries and follow up on them efficiently.

Zendesk integration with WordPress And WooCommerce plugin enhances the workflow of WooCommerce stores and improves ticket management. Also, it helps customers register their queries and follow up on them efficiently.

Zendesk WordPress & WooCommerce Integration is a remarkable way to improve the user experience. It helps establish better communication between the customers and store owners through chat ticketing, strengthening the customer-buyer relationship. And keeps the customers satisfied

NOTE: For using Order Sync with Zendesk for WooCommerce plugin, you need to install the WooCommerce Orders App from the Zendesk Marketplace.

MAIN FEATURES FOR ADMIN

Admin can decide the number of WooCommerce orders and details of new customers’ requests to be displayed.

  • Our WooCommerce Zendesk Integrations is compatible with the HPOS (High-Performance Order Sync) feature of WooCommerce.
  • WooCommerce Orders App provides live information about your customers’ orders.
  • Whenever a ticket is raised, the WooCommerce order app fetches the live order values and the total number of orders in your Zendesk dashboard.
  • Admins can see all the tickets generated by any particular customer.
  • The order data fetched by Zendesk from the WooCommerce store contains the order items and their attributes.
  • The Admin can enable the option for email notification to get notified with all the details related to the ticket when a customer raises a ticket.
  • The Admin can completely customize the email template from the WooCommerce email section.
  • Along with the order details, the admin can also sync the order meta keys on Zendesk using Order Fields from Order Configuration Settings.

MAIN FEATURES FOR CUSTOMERS

  • In the Ticket History tab, customers can view all the tickets that they have generated. The ticket list will contain tickets generated from different billing email addresses.
  • Customers can create a new Zendesk ticket upon clicking the “Create Ticket” button in the My Account section by using any of their billing emails—no need to go to Zendesk to create tickets.
  • Customers can also add their comments from WooCommerce. It will be reflected in the admin’s Zendesk account.
  • Customers can review their chat history with your agents for tickets from the Ticket History section. This allows them to keep track of their interactions in one place.
  • Customers and Admin both will get an email notification when a customer raises a ticket.

Visit Order Sync with Zendesk for WooCommerce Documentation to learn more about the features and working of the plugin. Check out our Zendesk Plugin knowledge base for some deep insights and FAQs on the plugin.

ZENDESK FOR WOOCOMMERCE PLUGIN COMPATIBILITIES

  • WooCommerce HPOS: Our Order Sync with Zendesk for WooCommerce plugin is fully compatible with WooCommerce HPOS (High-Performance Order Sync).

This compatibility improves your store’s performance by enabling speedier and smoother order synchronization for large volumes, ensuring that your operations function normally even during periods of heavy demand.

Support

If you need support or have questions, kindly use our online chat window here and discover all types of WooCommerce Extensions for your eCommerce store.

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If our documentation doesn’t contain the solution to your problem, you can visit the WP Swings Forums Community or Generate a ticket

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Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers and you don’t need to leave your web browser. To automatically install Order Sync with Zendesk for WooCommerce, log in to your WordPress dashboard, navigate to the Plugins menu, and click Add New.

In the search field type “Order Sync with Zendesk for WooCommerce” and click Search Plugins. Once you’ve found our Order Sync with Zendesk for WooCommerce plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our Order Sync with Zendesk for WooCommerce and uploading it to your web server via your favorite FTP application. The WordPress codex contains instructions on how to do this here.

Screenshots

  1. In Zendesk account settings you have to put your Zendesk URL, Zendesk Email, Zendesk API token

    In Zendesk account settings you have to put your Zendesk URL, Zendesk Email, Zendesk API token

  2. Admin can set the order count by default it shows 20 and can set KPI fields and order fields.

    Admin can set the order count by default it shows 20 and can set KPI fields and order fields.

  3. In the WooCommerce order section, the admin can see the Zendesk tickets of that particular billing email address.

    In the WooCommerce order section, the admin can see the Zendesk tickets of that particular billing email address.

  4. In the ticket you can see the status, subject, Description

    In the ticket you can see the status, subject, Description

  5. In the admin menu user section the custom row named show ticket appears and it shows all the tickets of that user.

    In the admin menu user section the custom row named show ticket appears and it shows all the tickets of that user.

  6. In the user My Account section there is an option named ticket-history to show all the tickets and a button "Add a new ticket" where you can create the tickets.

    In the user My Account section there is an option named ticket-history to show all the tickets and a button "Add a new ticket" where you can create the tickets.

  7. You can update the ticket comment with the option to add a new comment option shown in the table

    You can update the ticket comment with the option to add a new comment option shown in the table

  8. The user can create the ticket with this form after entering the subject and comment

    The user can create the ticket with this form after entering the subject and comment

FAQ

How to establish the sync between my WooCommerce store and Zendesk account?

Follow these steps to sync your WooCommerce store with Zendesk:

  1. Install “Order Sync With Zendesk for WooCommerce” on your WooCommerce store.
  2. Install the “WooCommerce Orders App” on your Zendesk account.

After that, you have to put your store’s URL in the WooCommerce Orders App to sync Zendesk with your WooCommerce store.

Go to Zendesk Order Sync > Account Settings from the WordPress Admin menu. And fill in the required details to sync the ticket data.

  • Zendesk URL
  • Zendesk Admin Email
  • Zendesk API Token

Make sure the details you enter are correct. Otherwise, it won’t establish the sync.

What kinds of KPI fields can I add?

You can add the following KPI fields:

  • Last Purchase
  • First Purchase
  • Total Order Count
  • Average Days Between Purchase
  • Total Spend
  • Average Order Value

How do I see the tickets generated by a specific customer?

From the Admin Menu of your WooCommerce store, click on the Users Section, Then click on “Show Tickets” for any specific user from the user list. It will display all tickets generated by that user.

What are the dependencies of Order Sync with Zendesk plugin?

To install this plugin, you need to install the WooCommerce Orders app from Zendesk Marketplace.

What does the Zendesk Order Sync plugin do?

This plugin helps you to view the order details of a user on your Zendesk dashboard who has placed the order(s) on your website and you can also view tickets of that user on your store’s back-end.

How does the WooCommerce Orders app integrate with your plugin?

In your Zendesk account when you install the WooCommerce Orders app, you just need to add your WooCommerce store URL in the app settings.

Changelog

2.1.0 – Released on 29 April 2024

  • New: Compatibility with the Latest WP (6.5.2) and WC (8.8.2)
  • New: Sync of WooCommerce order meta keys on Zendesk

2.0.9 – Released on 18 December 2023

  • Fix: Add Email Folder

2.0.8 – Released on 5 December 2023

  • New: Mail Template For New Ticket Creation.
  • New: Compatibility with the latest WP and WC.
  • New: Updation of the Zendesk plugin for mail notification
  • New: Compatibility with WooCommerce cart and checkout block

2.0.7 – Released on 7 September 2023

  • New: Compatibility with WP( 6.3.1 ) and WC( 8.0.3 )
  • New: Compatibility with WooCommerce HPOS
  • New: Chat history section added for customer
  • New: Plugin Designing enchantments in terms of Customer usage

2.0.6 – Released on 2 August 2023

  • New : Latest WP( 6.3 ) and WC( 8.0.0 )

2.0.5 – Released on 26 June 2023

  • New: Compatibility with WC(7.8.0) and WP(6.2.2)
  • Fix: UI/UX Enhancement

2.0.4 – Released on 08 May 2023

  • New: Compatibility with WP(6.2.0) and WC(7.2.1)
  • Fixes: Email ID listing issue on my account section
  • Fixes: Design fix
  • Fixes: Ticket listing issue in the user’s section

2.0.3 – Released 20 September 2022

  • New: Showing products of order in a ticket at Zendesk
  • New: Author name changes
  • New: Minor bug fixes

2.0.2 – Released on 14 May

  • New: Users can check their tickets.
  • New: Users can create a ticket.
  • New: Admin can view all user tickets in the admin menu user section.
  • New: Admin can set the order fields and KPI fields.

2.0.1 – Released on 8 Jan

  • WP 5.6 compatibility

2.0.0

  • Two-way sync

1.0.1

  • Minor bug fixes

1.0.0

  • First version

Details

  • Version: 2.1.0
  • Active installations: 100
  • WordPress Version: 5.5.0
  • Tested up to: 6.5.5
  • PHP Version: 7.2

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