Test your WooCommerce integration

Test our WooCommerce integration by reading sample data to a test company

Codat recommends that you test your integration before sending LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs to customers.

When you've set up and enabled WooCommerce, you're ready to test the authorization process for your integration, and to retrieve sample commerce data. You'll need to:

• Set up a test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. in the Codat Portal.
• Generate a LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL to connect your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to your online store.
• Retrieve commerce data.

Prerequisites

Before you start to test WooCommerce, make sure that you've:

• Set up the WooCommerce integration.
• Created an online store to test the integration or have access to an online store you can connect to the Portal. Note that you don't have to use WooCommerce store for testing, but if you choose to, you may be required to pay additional charges. Please visit WooCommerce website for more details.
• Updated your sync settings to enable commerce data types.

Set up a test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.

1. Log in to the Codat Portal.
2. Go to Companies.
3. On the right side of the page, select New companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..
4. Enter a name for your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and select Add.
5. Keep the Companies page open in a separate browser tab. You'll need it for the next stage of the process.

Generate a LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL and connect your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to a store

1. On the Companies page of the Codat Portal, find the test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that you created earlier.
2. Next to the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, select Request Data.
3. The LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL dialog box is displayed.
4. Paste the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL into your browser, which takes you to Hosted Link.
5. Choose WooCommerce, enter the test store URL, and follow the onscreen instructions.

Retrieve sample commerce data

To make sure that commerce data has been read successfully into the Codat Portal:

1. Go to the Codat Portal where you've enabled your integration.
2. In the navigation bar, select Companies, and then select the test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that you created.
3. Select Data > Commerce to see data for all Commerce data types.
4. If no data is displayed, click Refresh data. You can also view Read history to check the status of previous data syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule..