Sync Configuration Guide

The Sync Configuration section in W2S – WooCommerce to Shopify Sync defines how data moves between WooCommerce and Shopify. From this screen, you control:

• Sync direction
• When sync runs
• Which modules are synced
• What actions are allowed (create, update, delete)
• Optional filters for precise control
  

This guide explains every available configuration option and how to use them safely on live stores.

Where to Find Sync Configuration #

1. Log in to your WordPress admin dashboard
2. Navigate to Woo-Shopify → Config

3. This screen contains:

• Sync direction selector
• Sync timing options
• Module-level sync controls
• Advanced filters per module

All sync rules are applied from this page.

Sync Direction Configuration #

Understanding Sync Direction

Sync direction defines where data originates and where it is written. W2S supports three modes:

1. WooCommerce → Shopify

Data flows only from WooCommerce to Shopify. WooCommerce acts as the source of truth, and Shopify data is created, updated, or deleted based on WooCommerce.

2. Shopify → WooCommerce

Data flows only from Shopify to WooCommerce. Shopify acts as the source of truth, and WooCommerce mirrors Shopify data.

3. Bidirectional Sync

Data flows in both directions.

• Changes in WooCommerce sync to Shopify
• Changes in Shopify sync to WooCommerce
• Matching logic prevents duplication
  

Important considerations:

• Proper SKU and email matching is required
• Conflicting updates should be avoided
• Test with limited data before enabling
  

Sync Timing Options #

On-Save Sync (Real-Time or Instant Manual Sync)

When On Save Sync is enabled:

• Any create or update action immediately triggers a sync.
• Sync runs in the background
  

This is best for:

• Live inventory updates
• Real-time order or customer flow
• Stores that need instant consistency

Schedule Sync or Automation Sync

Choose any one sync timings like hourly, weekly, or daily to sync the data at periodic intervals without your intervention.

• Useful for sync automation
• Sync runs in the background

Limited-Scope Sync: Products Created in Last 24 Hours

W2S provides an option to sync only records created within the last 24 hours.

• Available under sync timing options
• Applies mainly to products
• Reduces unnecessary data processing
  

This is useful for:

• Incremental updates
• Catch-up syncs
• Avoiding full catalog syncs
  

Custom Date-Based Sync

For orders, W2S supports a custom sync type, which allows syncing orders created on a specific date.

• Not a recurring schedule
• Used for one-time or controlled sync runs
• Ideal for historical or day-based order sync
  

Module Selection #

You can enable sync independently for each module:

• Products
• Orders
• Customers
• Categories

Each module can be turned on or off without affecting others.

Sync Actions per Module #

For each enabled module, you can allow specific actions:

Create

Creates new records on the destination platform.

Update

Updates existing records when changes are detected.

Delete

Deletes records on the destination when deleted on the source.

Important notes:

• This action is permanent
• Applies to products, customers, orders, and categories
• Should be enabled only when deletion parity is required
  

Advanced Sync Filters #

Each module includes Advanced Sync options except categories.

Orders – Status Filter

You can filter orders by WooCommerce order status before syncing, such as:

• Pending payment
• Processing
• Completed
• Cancelled
• Refunded

This ensures only relevant orders are synced.

Customers – Role Filter (Pro)

Customer sync can be filtered by WordPress user role.

Examples:

• Sync only Customers
• Exclude Subscribers or test users
  

Products – Scope Filters (Pro)

Product sync can be refined using filters such as:

• Product Status
• Product Categories
• Product Tags
• Stock Status
  

Saving and Applying Configuration #

After making changes:

1. Click Save Configuration
2. Settings are applied immediately
3. Any active sync respects the latest rules
   

Always save before running a manual sync.

Monitoring Sync Execution #

All sync activity is recorded in the Audit tab.

Audit logs show:

• Sync start and completion
• Affected records
• Errors or skipped items
• Direction and module details
  

Audit logs are essential for troubleshooting and verification.

Best Practices #

Initial Setup

• Start with one-way sync
• Test using limited data
• Verify results before enabling bidirectional sync
  

Live Stores

• Use On-Save Sync carefully
• Avoid changing sync direction during active sync
• Monitor audit logs regularly
  

Data Safety

• Sync customers before orders
• Sync products before orders
• Use delete actions cautiously
  

Common Issues #

Sync Not Triggering

• Ensure module is enabled
• Check sync timing option
• Confirm configuration is saved
  

Unexpected Data Changes

• Review sync direction
• Check enabled actions (especially Delete)
• Inspect audit logs for details
  

Related Documentation #

• Product Synchronization Guide
• Order Synchronization Guide
• Customer Synchronization Guide
• Field Mapping Guide
• Frequently Asked Questions

Support #

If you need help configuring sync:

• Review the Audit logs
• Check the Troubleshooting Guide
• Contact Smackcoders Support