Integrating with WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress.

Proceed through each of the following procedures to integrate Autopilot with your WooCommerce or WordPress site as a data source.

WooCommerce / WordPress prerequisites

This integration process assumes you have an operating WooCommerce or WordPress site, and a WordPress user account with administrator privilege access to this site.

Install the Autopilot plugin in WordPress

If you have already installed the Autopilot plugin in WordPress, then proceed directly to Connect from Autopilot.

Otherwise, use this procedure to install the Autopilot plugin in WordPress, after which you can then connect to Autopilot from the WordPress admin interface.

  1. Access the administrator interface to your WooCommerce / WordPress site:

    https://<your-woocommerce-or-wordpress-site>/wp-admin/
  2. Log in with your administrator account.

  3. If the admin menu does not indicate an Autopilot item, click Plugins  Add New from the admin menu.
    If the Autopilot admin menu item is available, proceed to Connect from the WordPress admin interface.

  4. On the Add Plugins page, search for 'Autopilot', and wait for the plugin filtering process to complete.

  5. Scroll down, and locate the Autopilot plugin from the list:

    wp autopilot plugin
  6. Click Install Now in the plugin.

  7. Once the installation process is complete, click Activate.

    Activating this plugin makes the Autopilot admin menu item appear in the WooCommerce/WordPress administrator interface.
  8. Wait until the Autopilot admin menu appears (refreshing your page if necessary) before proceeding.

Connect from the WordPress admin interface

Use this procedure to complete the integration between Autopilot and your WooCommerce / WordPress site from the WordPress admin interface, by establishing the connection between the products.

  1. Click the Autopilot admin menu item to open its page.

  2. Scroll down to Step 1: Connect your account, and click Connect account.

    wp step 1 connect your account
    If the Autopilot plugin had already been installed and your WooCommerce / WordPress site connected to an Autopilot account, then this step may already indicate this existing connection (with a link to this Autopilot account), and the button will indicate Reconnect instead of Connect account.
  3. On the new WooCommerce Autopilot would like to connect to your store page, click Approve to allow Autopilot to connect to your WooCommerce / WordPress site through your currently logged in WordPress user account.

  4. If you have:

    • already created an Autopilot account and signed in, the Autopilot Accounts page appears, from which you should click the Autopilot account (also known as an 'Autopilot instance') to integrate with your WooCommerce / WordPress site.

      Typically there is only one of these. However, if you have created multiple Autopilot accounts with the same sign-in credentials, then each of these Autopilot accounts will appear on this page.
    • not yet created an Autopilot account, the Autopilot Sign up page appears, from which you can create your Autopilot account:

      1. Either click Sign up with Google and follow the remaining prompts, or:

        1. Specify your First name, Last name, Email address, and Password in the appropriate fields.

        2. Click Sign up.
          If you have never signed up to Autopilot with this email address before, check your email inbox for your Autopilot account verification email message, and click Verify email address in this message to verify your email address.

      2. In the resulting Hi 'your name' page, enter the following details about your business:

        • Business name,

        • Account name (initially suggested based on your Business name),

        • Website URL,

        • Phone number, and

        • How many contacts do you have? (choose the approximate range of customers/people that your Autopilot account will be managing).

        Ensure your Account name is correct before continuing. This value affects the URL you use to access Autopilot through your web browser, and it cannot be changed.
      3. Click Next to proceed.

  5. On the Connect WooCommerce page, click Connect.
    You are returned to the Autopilot plugin admin page WordPress, and Step 1: Connect your account should now indicate that you are connected to your Autopilot’s Business name.

    The Business name is a hyperlink that opens your Autopilot account when clicked.
  6. Further down the page in Step 2: Connect to enable website tracking script, it is highly recommended that you select the Enable tracking script checkbox to provide a more effective integration experience between WooCommerce / WordPress site and Autopilot.

  7. Click Complete setup to save the Autopilot integration configuration in WooCommerce / WordPress.

That’s it! Your Autopilot account is now connected to and integrated with your WooCommerce / WordPress site.

Connect from Autopilot

If you initially followed the Configuring a new data source procedure, use this procedure to complete the integration between Autopilot and your WooCommerce / WordPress site from the Autopilot interface, by establishing the connection between the products.

  1. Assuming you have clicked through Popular / E-commerce  WooCommerce  Get started (from the New data source page), on the Connect to WooCommerce page, enter the base URL for your WooCommerce / WordPress site in the Store URL field:

    https://<your-woocommerce-or-wordpress-site>/
  2. If you want to alter the way Autopilot allows WooCommerce to update/modify people’s data values in your Autopilot account’s customer data platform (CDP), click Advanced options to expand this section of options.

    By default, Autopilot allows WooCommerce to modify all relevant data values of people in your Autopilot account’s CDP, based on the equivalent data values of these people in your WooCommerce site. This is the default behavior if you were to integrate Autopilot with WooCommerce when initially creating a new Autopilot account.

    A given person may be registered in multiple data sources, where a specific data value associated with this person (e.g. their phone number), might be different in each data source. When an Autopilot account is integrated with these multiple data sources, each of which is allowed to modify data values in the CDP, then this person’s data value (e.g. phone number) could be modified in the Autopilot account’s CDP, based on recent activities performed by the person through each of these different data sources.

    Hence, data values for people in an Autopilot account’s CDP can constantly change.

    When a relevant activity in WooCommerce is conducted by this person, WooCommerce can update their data values (e.g. phone number) to the one/s configured in their WooCommerce profile.

    1. To alter which data values of people in your Autopilot CDP that WooCommerce can modify:

      • Clear or (re-)select the appropriate checkboxes in Modify system CDP fields (default).

      • To prevent WooCommerce from modifying any data values in your Autopilot CDP, choose the Don’t modify system CDP fields option.

    2. If you are using an older version of WooCommerce and WordPress, select the appropriate option from the API version list, where your WooCommerce version is the first number and your WordPress version is presented in brackets. In most cases, leave the default option selected.

    3. If you configured REST API keys manually in WordPress, click Use REST API Keys (optional) to reveal the Provide API keys manually section, and paste your Consumer key and Consumer secret from WordPress into the respective Autopilot fields.

  3. Click Next.

  4. On the Autopilot would like to connect to your store WooCommerce page (which replaces your Autopilot one), click Approve to allow Autopilot to connect to your WooCommerce / WordPress site through the currently logged in WordPress user account.

    If you are not yet logged in to WooCommerce / WordPress, specify your relevant Username or email address and Password credentials and click Login. You will then be prompted to click Approve.

    If you use a Google account to log in to WooCommerce and you encounter authentication issues after clicking Login, try logging in to WooCommerce through a separate browser tab first, and then refresh the Autopilot would like to connect to your store page. Once Approve appears, click it.

  5. On the Enable capture script page (back in Autopilot), click Sync.

  6. In a new browser tab, access the administrator interface to your WooCommerce / WordPress site:

    https://<your-woocommerce-or-wordpress-site>/wp-admin/
  7. If required, log in with your administrator account.

  8. Locate and click Autopilot from the admin menu to open its page.

  9. Scroll down to Step 1: Connect your account, and if this section does not indicate the Business name you specified in Autopilot, click Connect account.

    wp step 1 connect your account

    This section should now indicate your Autopilot’s Business name.

    The Business name is a hyperlink that opens your Autopilot account when clicked.
  10. Further down the page in Step 2: Connect to enable website tracking script, it is highly recommended that you select the Enable tracking script checkbox to provide a more effective integration experience between WooCommerce / WordPress site and Autopilot.

  11. Click Complete setup to save the Autopilot integration configuration in WooCommerce / WordPress.

That’s it! Your Autopilot account is now connected to and integrated with your WooCommerce / WordPress site.

Configuring REST API keys manually

During the process of integrating Autopilot with WooCommerce / WordPress, Autopilot automatically generates appropriate REST API keys in WordPress, which are used to modify people’s data values in your Autopilot account’s CDP.

For most situations, this should be sufficient.

If, however, you encounter any issues with WooCommerce / Wordpress modifying your Autopilot account’s CDP (with the automatically generated keys), and/or you prefer to configure your own REST API keys in WordPress manually, follow the WooCommerce REST API procedure to generate a new REST API key, consisting of a Consumer key and Consumer secret that you will need to configure in Autopilot (above).

When generating this REST API key in WordPress, ensure that the Permissions have been set to Read/Write access.