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ShopMotive: CRM Sync for ClickUp

开发者 loopstates
更新时间 2026年9月8日 17:38
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

woocommerce crm order sync customer sync clickup

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详情介绍:

ShopMotive connects your WooCommerce store to your ClickUp workspace. It automatically converts WooCommerce orders, customer profiles, refunds, and order notes into ClickUp tasks so your fulfillment, support, and sales teams can manage store operations directly inside ClickUp. When an order is placed or updated in WooCommerce, ShopMotive captures the event and generates or updates a corresponding task in ClickUp. You can map WooCommerce fields (such as billing details, customer lifetime spend, discount codes, and shipping addresses) to ClickUp custom fields, automatically assign tasks to team members based on order thresholds, and keep order statuses synchronized between both platforms. Event processing is executed in the background to ensure customer checkouts remain fast and responsive. The plugin connects securely with the ShopMotive Cloud Service (https://shopmotive.apps.loopstates.com) to process API handshakes and deliver payloads reliably without impacting your website's performance.

安装:

  1. Upload the shopmotive-crm-sync-for-clickup folder to the /wp-content/plugins/ directory, or search and install via the WordPress Admin Plugins manager.
  2. Activate the plugin.
  3. Go to ShopMotive -> Settings in your dashboard.
  4. Click Connect ClickUp Workspace and authorize access via OAuth 2.0.
  5. Choose your list destinations, customize sync triggers, and click Save Settings.

屏幕截图:

  • ClickUp Authorization Portal - Secure OAuth 2.0 workspace authorization and token exchange.
  • Integration Settings & Automation Engine - Configure order/customer sync triggers, custom field mappings, assignee routing rules, task priorities, and multi-store settings.
  • Real-Time Sync Logs - Live telemetry dashboard monitoring all dispatches, execution statuses, direct ClickUp task links, and CSV export.
  • Sync Errors & Diagnostic Traces - Dedicated error trace log with automatic retries and one-click manual retry controls.
  • Help Center & In-App Documentation - Setup guides, fulfillment mapping recipes, custom field reference, and integrated technical support.

常见问题:

Does ShopMotive Connect affect shop loading speed?

No. Webhook captures are completed in under 20ms and enqueued immediately. Data payload processing and ClickUp API requests are handled asynchronously in the background.

Where are API keys and tokens stored?

Client tokens are encrypted using AES-256-CBC and kept in the WordPress database option tables. No raw, unencrypted tokens are exposed.

Is WooCommerce required?

WooCommerce is required for checkout, order, and refund triggers. Standard customer registration hooks will function with default WordPress user creation events.

How does the bi-directional order status sync work?

When you map your WooCommerce statuses (Processing, Completed, etc.) to your ClickUp task statuses, any transition of a task status in ClickUp will send a secured API callback webhook to your WordPress site, which automatically updates the WooCommerce order status and logs an administrator note.

Can I map specific WordPress users to ClickUp workspace members?

Yes. The plugin includes a "User Identity Mappings" screen where you can map WordPress administrators and shop managers to their ClickUp users. Order notes and comments will be attributed to the mapped user.

How does the fail-safe retry mechanism behave during ClickUp API outages?

If the ClickUp API is offline or returns a 429 rate limit error, the event payload is retained in a local database queue. ShopMotive Connect will automatically retry the dispatch up to 5 times (using an exponential backoff filter) before logging it in the Sync Errors.

更新日志:

1.2.1 1.2.0 1.1.0 1.0.0