SortMyBooks Woocommerce Integration

If you are selling through a Woocommerce website, you can have your Sales record directly to SortMyBooks. 

Here is how:

1. On the SortMybooks side, enable your API and get the key 

2. Ask your web developer to install this plug in to your woocommerce site

Download from here:

https://drive.google.com/file/d/123-KK5C8o__7Z_otKCIaeKofeMmcE3LY/view?usp=sharing

Upload the plugin zip file in Wordpress->Plugins->Add New

Activate the plugin.

Allow write permissions on the log file to track errors
wp-content/plugins/woocommerce-sortmybooks-integration/logs/

 

 

3. Configure the plugin

 

First connect your company

 

 

Next Map your payment method in Woocommerce to your Bank Accounts in SortMyBooks.
If you tick Mark invoice as paid when order is completed, this will ensure the payments get recorded into the correct bank account.

 

Leave it unticked to leave the invoices as unpaid in SortMyBooks.
 

 

Next indicate whether you want all customer information brought over form Woo or have a catchall customer

 

 

Next set how you want your Woo categories to map to SortMyBooks products, nominals and jobs.

To clarify, in SortMyBooks, each line item has a product, a nominal and a job. 

 

Scenario one:

If you do not have individual products in SortMyBooks but i would like to map Woocommerce categories to nominals and/or jobs. 

 

You would select a default product from SortMyBooks (use this product for all woocommerce orders)

And then tick use lowest level categories categories for the nominals and/or jobs.

 

Scenario two:

You do have products in SortMyBooks and want the Woocommerce products to line up with them.

Select Map Woocommerce products to SMB products. Note that this maps the Woocommerce SKU to the SMB Internal reference. 

 

Next decide what you want to do with your nominals or jobs. Select use SMB Product related nominals or jobs to use the pre set up nominals attached to your product in SMB. 

 

Otherwise select Use lowest level categories to have the Woocommerce categories map over to the invoices in SortMybooks. 

 

 

 

Finally, just to note that Woocommerce Orders will not post to SortMyBooks invoices until they are set to status completed.

 

Hope this helps to streamline your bookkeeping, and questions please ask!