Sync from WC to Square

Igor,

I have done some testing and the failure that I described is not currently happening.

I would like to confirm something.  When WooCommerce is set as sync (our current setting), should product data sync from WC to Square?  If we modify the price or (long) description is WC, will those changes sync to Square?  What data Syncs from WC to Square?  I understand that the SKUs must match for the data to sync.

We want to WC as our system of record and sync Name, Description, and Price changes and new products from WC to Square.? Is that possible?

Right now, data changes in WC do not appear to be updating Square.

Hi @ppoils

I would like to confirm something. When WooCommerce is set as sync (our current setting), should product data sync from WC to Square? If we modify the price or (long) description is WC, will those changes sync to Square? What data Syncs from WC to Square? I understand that the SKUs must match for the data to sync.

The Sync Setting (previously known as System of Record before the 3.4.0 version) will determine how product data is shared between the two and which one has the last word if there are differences between the two.

The?Sync Setting?is important when you change or update the products. The?Sync Setting?is the environment where you should make changes to the product’s features such as name, description, and image.

• If you sell via multiple channels (e.g. in-person with Square POS and online), we recommend setting Square as your Sync Setting. Using Square as the Sync Setting is especially helpful if inventory is shared between Square locations. In this case, WooCommerce Products will be overwritten with data from the Square product catalog.
• If you sell online only, we recommend setting?WooCommerce?as your Sync Setting. This will ensure basic WooCommerce product data is pushed to Square as it is changed on your site.

We want to WC as our system of record and sync Name, Description, and Price changes and new products from WC to Square. Is that possible?

When WooCommerce is designated as the sync setting, the Square product catalog will be overwritten with data from the WooCommerce Products list for the following fields:

• Product name
• Product price
• Inventory count (if inventory sync is enabled)
• Product category (see note below)
• Product image: supported image format (.jpg, .jpeg, .png, and .gif files).

You can learn more about that here: https://woocommerce.com/document/woocommerce-square/sync-settings/#section-6

Right now, data changes in WC do not appear to be updating Square.

As a first step, please check that your site follows the requirements needed to run WooCommerce Square smoothly.

Then, please check the troubleshooting tips about Sync Issues and see if this resolves the issue here.

Let us know how it goes!

xuw28, thanks that helps a lot. I want to clarify and maybe narrow down our “options” and reduce the amount of research I must do for requirements and sync issues.

We will use WC as our sync setting. We have multiple categories on 95% of our products to help customers find what they want, to control discounting, and to enable affiliate commissions. We do not really need categories in Square.

We do not keep inventory as all our items are packaged to order. So we use YITH Preorder to keep all of our products on pre-order and post notices so people know they will be charged at the time of order for all products.

The owners do limited sales from Square while they are on the road, so we do want products and prices synced to Square.

I am happy to do imports/merge of data within WC to update any setting on products to do a one-time cleanup of the settings.

So, here are some questions:

• When the sync from WC-> square occurs, I understand that the first alphabetical category syncs to square. When you say alphabetical category, does that also include all subcategories, or are subcategories ignored?
• In each product is a checkbox “Sync with Square”. Is this to sync Inventory data or product data or both? If we turn this off, does it still sync product updates (price and product name) to Square (assuming the sku matches in both systems)?
• If we add a new product in WC will it sync to Square? I am sure we need to put a sku in WC. Do we also need to check the “Sync with Square” box? Could this be clarified in the plugin documentation?
• Previous to last week, we were syncing Square. Is it safe to assume that implies that our WordPress host, WPEngine, has all the settings right for our sync?
• We are currently set to Sync WC. I am pretty certain that Product Names are not being synced from WC to Square. To give you diagnostic info to help resolve this issue, what steps should I take? I can modify any number of product titles in WC and do anything on the WC side.
• The information above that says which fields sync from WC to Square, could this be updated into the documentation for the plugin? I could not find this.

I am sure we will have an ongoing dialog! Thanks for all the help!

Hi,

I understand there are some questions:

• When the sync from WC-> square occurs, I understand that the first alphabetical category syncs to square. When you say alphabetical category, does that also include all subcategories, or are subcategories ignored?

Kindly refer to this documentation. Square support one category per product.

• In each product is a checkbox “Sync with Square”. Is this to sync Inventory data or product data or both? If we turn this off, does it still sync product updates (price and product name) to Square (assuming the sku matches in both systems)?
  It is to share inventory and product information, more info is on our documentation:
  https://woocommerce.com/document/woocommerce-square/sync-settings/#section-4
  
• If we add a new product in WC will it sync to Square? I am sure we need to put a sku in WC. Do we also need to check the “Sync with Square” box? Could this be clarified in the plugin documentation?
  New products created in WooCommerce are added to Square.
• Previous to last week, we were syncing Square. Is it safe to assume that implies that our WordPress host, WPEngine, has all the settings right for our sync?
  Each site configuration is different, you can recheck the settings for the Square extension here: https://woocommerce.com/document/woocommerce-square/sync-settings/#section-1

• We are currently set to Sync WC. I am pretty certain that Product Names are not being synced from WC to Square. To give you diagnostic info to help resolve this issue, what steps should I take? I can modify any number of product titles in WC and do anything on the WC side.
  To help you to investigate, please a copy of any fatal error log found under WooCommerce > System Status > Logs (if any error is visible).
  
• The information above that says which fields sync from WC to Square, could this be updated into the documentation for the plugin? I could not find this.
  Please refer to this screenshot:

Hope this helps. Let us know if there are any questions.

Thanks for all the help and patience. We have successfully started the sync from WC to Square.

I do have one suggestion. The button “Import all products from Square” (WooCommerce->Settings->Square->Settings) should change to say “Export all products to Square” when the Sync is WooCommerce. I can close this and submit a new issue, if you would like. I also happy to mark this as resolved if the suggestion could added to the list of suggestions.

Hi,

I understand your point.

To clarify, regarding the option Import Products: Run an import to create new products in this WooCommerce store for each new product created in Square that has a unique SKU not existing in here. Needs to be run each time new items are created in Square.

Please note, when “Sync Inventory” is enabled, regardless of your sync setting, inventory is pulled from Square?every hour?to account for POS sales. More information is on our documentation.

I hope this helps.