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WooCommerce

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The AFI plugin makes it easy to send order details from your WooCommerce store to specific platforms of your choice. Whenever an order is placed, updated, or completed, the plugin automatically transfers the order information to the selected platforms in real time. This means that the data stays up-to-date across all connected systems without any delay, ensuring smooth and accurate synchronization of order details. It helps streamline workflows and keeps everything in sync, saving you time and effort.

Possible Integrations

  • Automatically add a new row to Google Sheets when an order is placed, completed, refunded, canceled, or updated.
  • Add a new contact to a specific Mailchimp list seamlessly.
  • Create a new contact in a selected Sendinblue list.
  • Manage Pipedrive CRM efficiently by creating organizations, contacts, deals, notes, or activities.
  • Integrate with numerous other platforms for similar functionalities. For a full list, please refer to the Receiver Platforms section.

Please check out this video on how easily an integration can be done.

Default Supported Fields

Here is a list of default-supported fields in WooCommerce that can be sent to other platforms. These include customer details, order totals, product information, and shipping details. However, this list is not exhaustive. Additional fields, like checkout meta or order item metadata, can also be sent to integrate specific custom data. For detailed information and setup options, refer to the Meta Sections below.

Field Output Comment
Order ID
Parent ID
User ID
Billing First Name
Billing Last Name
Formatted Billing Full Name
Billing Company
Billing Address 1
Billing Address 2
Billing City
Billing State
Billing Postcode
Billing Country
Billing Email
Billing Phone
Formatted Billing Address
Shipping First Name
Shipping Last Name
Shipping Full Name
Shipping Company
Shipping Address 1
Shipping Address 2
Shipping City
Shipping State
Shipping Postcode
Shipping Country
Shipping Email
Shipping Phone
Formatted Shipping Address
Shipping Address Map URL
Payment Method Title
Transaction ID
Order Created Via
Date Completed
Date Created
Date Modified
Date Paid
Cart Hash
Currency
Customer ID
Customer IP Address
Customer User-Agent
Customer Note
Total
Formatted Order Total
Order Item Total
Prices Include Tax
Discount Total
Discount Tax
Shipping Total
Shipping Tax
Cart Tax
Total Tax
Total Discount
Subtotal
Tax Totals
Items Full JSON
Line Item(s) ID
Line Item(s) Name
Line Item(s) SKU
Line Item(s) Variant ID
Line Item(s) Quantity
Line Item(s) Total
Line Item(s) Price
Line Item(s) Sale Price
Line Item(s) Regular Price
Line Item(s) Subtotal
Line Item(s) Subtotal Tax
Line Item(s) Subtotal With Tax
Line Item(s) Total Tax
Line Item(s) Total With Tax
Line Item(s) Number In Cart
Line Item(s) Attributes
Taxes
Shipping Methods
Shipping Method
Coupons Applied
Coupons Amount Total
Status

Checkout Meta

When plugins add custom fields to the checkout process, generating meta keys that may not appear in the AFI form fields dropdown. However, you can still map these fields manually in AFI by following these steps:

  1. Locate the Meta Key:

    • Go to your WooCommerce checkout page.
    • Right-click on the page and select Inspect (or a similar option based on your browser).
    • In the developer tools, navigate to the Elements tab and find the name attribute of the input box. This name value is the meta key.
  2. Format the Meta Key:

    • Take the name value you copied and enclose it with double curly braces. For example, if the name value is instructions, format it as {{instructions}}.
    • Add it to the corresponding field mapping.

By doing this, you can ensure the additional checkout meta fields are correctly captured and sent to the designated platform.

Order Product Meta

WooCommerce allows plugins to create custom product meta fields, which may not automatically appear in the dropdown list of your integration settings. However, you can manually include these fields by following the steps below:

1. Place a Sample Order

  • Before accessing the database, you need to ensure there is data available in the woocommerce_order_itemmeta table.
  • Go to your WooCommerce store and place a sample order, including the products with the custom fields you want to map.
  • Complete the checkout process to generate the necessary meta data.

2. Locate the Meta Keys

  • Access your WordPress database using a tool like phpMyAdmin or any database management tool.
  • Open the woocommerce_order_itemmeta table.
  • Search for the order you just placed using the order_id or the order_item_id in the table.
  • Identify the specific meta_key fields related to your custom product meta (e.g., cost, color, size).
  • Note down these meta keys for mapping.

3. Format the Meta Keys for AFI

  • Meta keys need to be formatted for the Advanced Form Integration plugin by adding a prefix and wrapping them in double curly braces.
  • Example:
    • For the meta_key cost, use {{itemmeta_cost}}.
    • For the meta_key color, use {{itemmeta_color}}.

4. Add to Field Mapping in AFI

  • Open the AFI settings in your WordPress admin panel.
  • Navigate to the field mapping section.
  • Manually enter the formatted meta key (e.g., {{itemmeta_cost}}) in the field mapping configuration.

5. Test the Integration

  • Place another test order in your WooCommerce store.
  • Verify the connected platform to ensure the additional meta fields are being transmitted correctly.

Example Meta Field Mapping

Meta KeyFormatted Tag
cost{{itemmeta_cost}}
color{{itemmeta_color}}
size{{itemmeta_size}}
country of origin{{itemmeta_country of origin}}

6. Additional Notes

  • Make sure the sample order includes all necessary custom fields so you can locate their meta keys in the database.
  • If the meta key is not visible, consult the plugin or custom code responsible for creating it to confirm its exact key name.
  • Always double-check the formatting of the meta key in AFI to avoid errors.

User Meta

WooCommerce allows you to include custom user meta fields in your integrations. These fields can be added manually using the following steps:


1. Identify the User Meta Field

  • Custom user meta fields are stored in the WordPress usermeta table.
  • To find the meta key, use a database tool like phpMyAdmin:
    1. Open the usermeta table.
    2. Search for the user_id associated with the customer.
    3. Locate the meta_key for the field you want to map (e.g., loyalty_points or membership_level).

2. Format the Meta Key

  • Wrap the meta_key in double curly braces and prefix it with usermeta_.
  • Example:
    • For the meta_key loyalty_points, use {{usermeta_loyalty_points}}.

3. Add to Field Mapping in AFI

  • Go to the AFI settings and navigate to the field mapping section.
  • Manually enter the formatted meta key (e.g., {{usermeta_loyalty_points}}) into the appropriate field.

4. Test the Integration

  • Test the integration by placing an order or updating the user information.
  • Check the connected platform to ensure the user meta field is transmitted correctly.

Example User Meta Mapping

Meta KeyFormatted Tag
loyalty_points{{usermeta_loyalty_points}}
membership_level{{usermeta_membership_level}}
referrer_code{{usermeta_referrer_code}}

By following these steps, you can easily map and send custom user meta fields to your integrated platforms. If you encounter any issues, feel free to ask for support!

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