HighLevel Enhanced Ecommerce

#Overview

WP Fusion’s Enhanced Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as Opportunities to your HighLevel account for sales made in:

#Getting started

Once you install the addon, Opportunities will automatically be added to HighLevel when someone makes a purchase on your site.

The deal title will be name of the order in WooCommerce (or other supported ecommerce plugin), and the deal value will be set to the total amount of the sale.

You can set the default pipeline, stage, and status for new orders via the Enhanced Ecommerce tab in the WP Fusion settings.

Screenshot of WP Fusion settings under the Enhanced Ecommerce tab displays CRM integration features. It shows a dropdown for Deal Stage with Sales Pipeline » Processing » Won selected. Options include tabs like General Settings, Contact Fields, and others.

If you’ve just added a new pipeline or stage, click Resynchronize Available Lists and Fields on the Setup tab to load the latest values.

#Duplicate opportunities

By default, HighLevel allows each contact to have a single opportunity in a pipeline. This will cause an error if you have a customer come back and place a new order.

To fix this, enable Allow Duplicate Opportunity in your HighLevel account settings.

A software settings screen displays options for managing contacts, featuring checkboxes labeled Allow Duplicate Contact, Allow Duplicate Opportunity, and Merge Facebook Contacts by Name. A sidebar menu on the left includes WP Fusion CRM integration options.

For more information see the HighLevel knowledgebase.

#How it works

When a customer checks out on your site, WP Fusion will create a new opportunity in HighLevel with the order label, date, and invoice total. This sale data will be associated with the contact record who made the purchase.

#How it looks

Screenshot of a task management board showing orders with WP Fusion CRM integration. Three columns: Processing, Completed, and Cancelled. Processing has five WooCommerce orders; Completed lists one order; Cancelled is empty. Interface includes options to filter, search, and view tasks.
WooCommerce orders are displayed in HighLevel pipeline stages.
A screenshot of an edit opportunity window with WP Fusion CRM integration. It shows fields for contact information and opportunity details, including inputs for name, email, phone, tags, and more. Buttons at the bottom offer delete, cancel, and update options.
Clicking on an opportunity opens up a window where you can see the opportunity details.

#WooCommerce order statuses

If you’re using WooCommerce you can also associate WooCommerce order statuses with deal stages in HighLevel. This setting appears under the Enhanced Ecommerce tab in the WP Fusion settings.

A settings page for WooCommerce Order Status Stages, featuring dropdowns: Pending Payment, Processing, On hold, Completed, Cancelled, Refunded, Failed, Draft. A caution note advises that draft orders cannot enable a specific setting. WP Fusion CRM integration options are seamlessly included.

When the order status is updated in WooCommerce, the deal stage will be updated in HighLevel.

Warning: It is recommended not to sync Pending payment orders with HighLevel. When this is enabled, WP Fusion needs to create a contact record and a deal in HighLevel as soon as the pending order is created in WooCommerce, and then update it less than a second later when the payment is processed.

This slows down your checkout with many duplicate API calls and in most cases isn’t necessary. A more performant method of tracking incomplete payments is to use Abandoned Cart Tracking.

Note: By default, running a WooCommerce Orders (Ecommerce addon) export operation from the Advanced settings tab will only export “paid” orders (Processing or Completed). However, if you have enabled additional order statuses for sync to a HighLevel pipeline, then running the export will process those additional statuses as well.

This can be used to export refunded or cancelled orders to HighLevel in addition to the paid orders.

#Modifying the API data

WP Fusion supports using filters to modify the data sent to HighLevel with an ecommerce order.

The order data can be modified using the wpf_ecommerce_highlevel_add_deal filter.

In this example, we overwrite the deal title to use a custom title, My custom order title, with the order number.

function my_custom_deal_properties( $deal, $order_id ) {

	/* $deal is structured like:

	$deal = array(
		'pipelineId'      => 'GB7VXCu6jGCkhBW8OBHG',
		'locationId'      => 'E2kFlpE3DXXglIFdWEl0',
		'name'            => 'WooCommerce Order #123',
		'pipelineStageId' => '4fa50d09-b7d3-4afb-81af-d09bd22bd628',
		'status'          => 'all',
		'contactId'.      => 'Qx9bKawvMwfhb9cINwKp',
		'monetaryValue'   => 100,
		'customFields'    => array(
			array(
				'key'         => 'custom_opportunity_field',
				'field_value' => 'Custom Field value',
			),
		),

	); */

	$deal['name'] = 'My custom order title #' . $order_id;

	return $deal;

}

add_filter( 'wpf_ecommerce_highlevel_add_deal', 'my_custom_deal_properties', 10, 2 );

To locate your custom field keys, head to Settings » Custom Fields in the HighLevel admin. The key will be the second part of the merge tag, in this case custom_opportunity_field.

Screenshot of a CRM interface showcasing a list of field names, types, and WP Fusion CRM integration plugin options. One entry, Custom Opportunity Field, is highlighted. The sidebar offers settings like Email Services and Billing & Plans. The page displays 10 out of 53 results.

For more information on the supported parameters with HighLevel opportunities, see the HighLevel API documentation.

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