WooCommerce Setup - Quick Setup Wizard
The CSM for WooCommerce Setup Wizard streamlines the installation process, allowing you to set up your primary sales channel with minimal effort.
Once you have set up a trial subscription and obtained your credentials, you are ready to set up your CSM for WooCommerce solution. To assist you in the creation of your primary sale channel, CSM for WooCommerce includes a setup wizard that streamlines the setup process.
Caution: if your online business has multiple stores, and you want to create a separate CSM Sales Channel for each one, it is recommended that you manually set them up, one at a time. This will ensure that the credentials you established during the setup of your primary sales channel are not inadvertently overridden or deleted.
- Search for CSM Setup and select the related link
- From the New Connection heading on the main ribbon, select WooCommerce Quick Setup.
- Select how you want to create your Sales Channel integration -- there are two options to choose from:
- Quick Setup - you can quickly connect to that store using some default settings while we do all of the initial setup in the background.
- Custom Setup - this is ideal if you are setting up multiple/additional stores and want to configure each step individually. You will be able to custom define codes/descriptions for both Sales Channel and API Set and you can toggle which operations are enabled.
- Select how you want to create your Sales Channel integration -- there are two options to choose from:
- From the New Connection heading on the main ribbon, select WooCommerce Quick Setup.
Regardless of which Setup type you choose, you will be able to ensure your API connection is functioning as intended on the Connect to WooCommerce step.
Note: If the Connection Status was successful, you can continue your Sales Channel configuration. If it failed, please search the knowledge base or contact support.
Let's begin our configuration:
➡️ Next Step: Configure your Sales Channel