Setup guide

Accountants.Contact Sync for WooCommerce — setup & instructions

About 8 minutes. You’ll install the plugin, connect it to your Accountants.Contact account with an API key, test a paid order, and (optionally) sync your products.

Before you start

1. Install & activate

In WordPress admin go to Plugins → Add New → Upload Plugin, choose accountants-contact-sync-for-woocommerce.zip, click Install Now, then Activate. WooCommerce must already be active.

2. Generate an API key in Accountants.Contact

Sign in to Accountants.Contact and open Integrations → Connected apps. Click Generate API key, give it a name (e.g. “My store”), and copy the key — it starts with ac_live_ and is shown only once. You can revoke it here at any time.

3. Connect the plugin

Back in WordPress, go to WooCommerce → Settings → Accountants.Contact and:

  • Tick Enable sync.
  • Paste your API key.
  • Confirm the Site URL is https://accountants.contact.
  • Set the bank / clearing, income and tax codes to match your Chart of Accounts (defaults: 100 / 400 / GST / GSTFREE).
  • Choose whether to record orders as paid (recommended).

Click Save. A green “Connected to Accountants.Contact — <your company>” notice confirms the key works.

4. Test a paid order

Place a test order and complete payment (or mark it Processing/Completed). Then:

  • On WooCommerce → Orders, the Accountants.Contact column shows the new invoice number (a link).
  • In Accountants.Contact under Invoices, open it and confirm the customer, lines, GST and total — and that it’s marked Paid with the receipt banked to your chosen account.

To push an order manually (or retry a failed one), open the order and choose Send to Accountants.Contact from the order actions, then Update. It’s safe — an order never creates a duplicate invoice.

5. Sync products (optional)

Under WooCommerce → Settings → Accountants.Contact → Products you can:

  • Auto-export — push a product to Accountants.Contact whenever you save it.
  • Export all products now — send your whole catalogue at once.
  • Import items from Accountants.Contact — pull items into WooCommerce, matched by SKU (new ones are created as drafts for review).

Troubleshooting

  • “Connection failed” on save — check the API key was pasted in full and the Site URL is correct; regenerate the key if unsure.
  • An order shows “Failed” — open it, read the order note for the reason, fix it, then use Send to Accountants.Contact to retry.
  • Enable debug logging in the settings, then check WooCommerce → Status → Logs (source accountants-contact). The API key is never written to the log.
  • Refunds aren’t pushed automatically in this version — raise a credit note in Accountants.Contact if needed.

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