How to Connect Shopbox & WooCommerce

Step-by-step guide to connecting Shopbox with WooCommerce

Before you start the setup, it is important to make sure you understand how the integration works.
If you haven’t already done that, you can read more here.

In this article, we will go through:

• The difference between WordPress and WooCommerce
• Preparing to connect Shopbox and WooCommerce
• Setting up the integration in WooCommerce

Understand the difference between WordPress and WooCommerce

WordPress – the website itself

• WordPress is a CMS (Content Management System) – a platform where you build and manage your website.
• It is the “engine” behind your site, where you can create pages, blog posts, menus, users, and more.
• You can use WordPress without having a webshop – for example, if you only need a presentation site, blog or portfolio.

WooCommerce – the webshop part added to WordPress

• WooCommerce is a plugin for WordPress that adds webshop functionality.
• When you install WooCommerce, you can create products, manage stock, handle payments and shipping options.
• WooCommerce cannot run on its own – it requires WordPress.

What you need to connect Shopbox and WooCommerce

Before we start connecting Shopbox and WooCommerce, make sure you are logged in to:

• Your WordPress admin with an administrator user
• Shopbox Backoffice (my.shopbox.com) with an administrator user

In Shopbox, we need to complete a few setup steps before continuing in WordPress.
For example, you need to create a payment type for webshop sales and save an API token.

Create a staff user

When sales begin syncing from your webshop into Shopbox, transactions will be assigned to a staff user.

Create a user that is only used for webshop sales.

You can find a guide on how to create a new user here.

Note: Shopbox does not validate whether the email is real. You can create a user such as: Webshop@'companyname'dk

Create a product category

Some products in your webshop may not have a category. To transfer them to Shopbox, a category must exist.

1. Go to Product categories in the menu on the left

2. Click the small green square with the white plus icon

3. Select Category

4. Name it Uncategorised

5. Save

Create a payment type

1. Go to Store Settings in the menu on the left

2. Select Payment types at the top

3. Activate a new payment type. If none appear, click Show payment types

4. Enable Automatic settlement so you don’t need to close it manually during daily settlement

5. Rename it, for example to WooCommerce orWebshop

6. If you have e-conomic integrated, choose an account at the bottom

7. Save 

   

Find your API token

1. Go to Integrations in Shopbox

2. Find and click WooCommerce

3. Click Continue

4. Under API Token, copy the long key – you will need it later

Setting up the integration in WordPress

Now we will install Shopbox in WordPress. This is what enables the synchronisation.

Install Shopbox in Wordpress

1. Log in to your WordPress Backoffice.

2. Go to Plugins in the menu on the left.

3. Click Add New in the top left corner.

4. Search for Shopbox in the search field on the right.

5. Click Install Now. WordPress will now begin installing the Shopbox plugin.

6. Når installationen er færdig, klik på Aktiver. 

The Shopbox plugin is now available in the menu on the left.

Connect Shopbox and WordPress

Now that all the preparation is done, it’s time to create the actual connection between Shopbox and WordPress.

1. Click Shopbox in the left menu

2. Select Settings

3. Insert your API token

4. Scroll down and click Save settings

After saving, a link will appear at the top. Copy it (without spaces) – this will be used in Shopbox.

Note: Make sure the link does not contain any spaces or extra characters. We will need to return to this page later, so do not close it.

1. Go back to Shopbox Backoffice → Integrations

2. Choose WooCommerce

3. Click Continue

4. Paste the copied link into Web hook URL

5. Click Save. You will get a green “Saved” message.

   

Shopbox and WooCommerce are now connected!

Choose your integration settings

Once the connection has been established, we need to return to the WordPress Backoffice and the settings page for the Shopbox plugin.

1. Refresh the WordPress page with the Shopbox plugin to ensure the connection is registered.
2. Review and select:

   1. Select Payment Types: Choose the payment type you created earlier for:

      • Default

      • DKK

      • SEK, NOK, EUR (unless you want a separate payment type for webshop sales made in foreign currencies)

   2. Select Uncategorized Tag: Choose the category Uncategorised
   3. Select Branch: Choose the department the transactions should be transferred to
3. Save with Save settings.

Once the first part of the settings has been saved, we can begin configuring the remaining settings.

1. Select Cash Register:
   1. Choose which register, webshop sales should be assigned to. 
      
2. How to handle tax:
   
   1. Enable Tax mapping:  Allows you to handle multiple VAT rates when transferring data between WordPress and Shopbox.
      
   2. Disable Tax mapping is used if you only have one VAT group.
      Note: The percentage you enter in the field will be applied to any products created in WordPress without a VAT rate.
3. Export and update settings
   

   • Use Regular price for export: This ensures that products without a VAT rate do not automatically receive one during synchronisation.
     Note: Can only be used if ‘Tax mapping’ has NOT been activated above.

   • Export Inventory: Allows WordPress to update stock levels in Shopbox.

   • Export SKU Code: Transfers products to Shopbox with their existing SKU codes.

   • Export WooCommerce product IDs as SKU Code: If you use product IDs in WooCommerce instead of SKU codes, enabling this will transfer product IDs as SKU values.

   • Export SKU Code as bar code: Use this if you want to scan products in Shopbox and do not need to search by SKU code.

   • Export Images:Transfers product images from WooCommerce to Shopbox.

   • Automatically Export Products to Shopbox: When a new product is created or an existing product is updated, it will automatically be synchronised to Shopbox.

   • Update product name in Shopbox app (after first import): If you rename a product after it has been imported to Shopbox, the updated name will be synchronised.

   • Update tag (after first import): If you change the primary category of a product, the change will be synchronised to Shopbox.

   • Update image in Shopbox app (after first import): If you update or add a product image, it will be synchronised to Shopbox.

   • Send WooCommerce Orders to Shopbox: Sales made through your webshop will be registered in Shopbox as transactions.

   • Auto generate barcode: During product transfer to Shopbox, products will be assigned an automatically generated barcode.

   • Auto generate SKU code: During product transfer to Shopbox, products will be assigned an automatically generated SKU code.

     Note: If you choose to auto-generate barcodes and/or SKU codes during transfer, the same function must also be enabled inside Shopbox. You can see how to do that here.

     When you have filled in the settings you want, click Save Settings.

Congratulations! You have connected Shopbox and WooCommerce.

To start your first product synchronisation, you need to start it manually in WordPress. You can see how to do that here.