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WooCommerce integration

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

Proceed through each of the following procedures to integrate Ortto 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 Ortto (Autopilot) plugin in WordPress

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

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

  1. Access the administrator interface to your WooCommerce / WordPress site. For example: 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 Plugins page, search for 'Autopilot', and wait for the plugin filtering process to complete.
  5. Scroll down, locate the Autopilot plugin item from the list, and click the Autopilot plugin item.
  6. On the Autopilot plugin page, click Install and activate.
  7. Once the installation process is complete, click Manage Plugins to return to the WooCommerce/WordPress administrator interface.
  8. Wait until the Autopilot admin menu item appears (refreshing your page if necessary) before proceeding.

Connect from the WordPress admin interface

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

  1. Assuming the Ortto (Autopilot) plugin in WordPress has already been installed, click the Autopilot admin menu item to open its page.
  2. Scroll down to Step 1: Connect your account, and click Connect account.
  3. On the new WooCommerce Autopilot would like to connect to your store page, click Approve to allow Ortto to connect to your WooCommerce / WordPress site through your currently logged in WordPress user account.
  4. The Ortto Accounts page appears, from which you should click the Ortto account (also known as an 'Ortto instance') to integrate with your WooCommerce / WordPress site.
  5. On the Connect WooCommerce page, click Connect. You are returned to the Ortto plugin admin page WordPress, and Step 1: Connect your account should now indicate that you are connected to your Ortto’s Business name.
  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 Ortto.
  7. Click Complete setup to save the Ortto integration configuration in WooCommerce / WordPress.

NOTE: If your BigCommerce store had already been connected to an Ortto account, then the Connect your account step may already indicate this existing connection (with a link to this Ortto account), and the button will indicate Reconnect instead of Connect.

NOTE: If you have created multiple Ortto accounts with the same sign-in credentials, then each of these Ortto accounts will appear on the Accounts page.

TIP: The Business name is a hyperlink that opens your Ortto account when clicked.

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

Connect from Ortto

If you initially followed the Configuring a new data source procedure, use this procedure to complete the integration between Ortto and your WooCommerce / WordPress site from the Ortto 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. For example: https://<your-woocommerce-or-wordpress-site>/wp-admin/.
  2. If you want to alter the way Ortto allows WooCommerce to update/modify people’s data values in your Ortto account’s customer data platform (CDP), click Advanced options to expand this section of options.
    • To alter which data values of people in your Ortto 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 Ortto CDP, choose the Don’t modify system CDP fields option.
    • 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.
    • 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 Ortto fields.
  3. Click Next.
  4. On the WooCommerce Autopilot would like to connect to your store page, click Approve to allow Ortto to connect to your WooCommerce / WordPress site through the currently logged in WordPress user account.
  5. Back in Ortto on the Enable capture script page, click Sync.
  6. In a new browser tab, access the administrator interface to your WooCommerce / WordPress site. For example: https://<your-woocommerce-or-wordpress-site>/wp-admin/.
  7. If required, log in with your administrator account.
  8. Locate and click Ortto 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 Ortto, click Connect account. This section should now indicate your Ortto’s Business name.
  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 Ortto.
  11. Click Complete setup to save the Ortto integration configuration in WooCommerce / WordPress.

NOTE: By default, Ortto allows WooCommerce to modify all relevant data values of people in your Ortto 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 Ortto with WooCommerce when initially creating a new Ortto 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 Ortto 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 Ortto 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 Ortto 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.

NOTE: 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.

TIP: The Business name is a hyperlink that opens your Ortto account when clicked.

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

Configuring REST API keys manually

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

For most situations, this should be sufficient.

If, however, you encounter any issues with WooCommerce / Wordpress modifying your Ortto 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 Ortto (above).

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

WooCommerce activities

Once you have integrated WooCommerce with Ortto a number of relevant WooCommerce activities and attributes are added to Ortto.