Integrate with WooCommerce

PatientNow Essentials/EnvisionNow integrates with your WooCommerce store!

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What this integrations does:

Any time the product name/price/quantity/details are updated in PatientNow Essentials/EnvisionNow, changes will be pushed to your Woo store.
Automatically send product updates from sales register, physical count, receiving POs, manual qty changes in retail lists to PatientNow Essentials/EnvisionNow.
Orders created in your online store will also save into PatientNow Essentials/EnvisionNow and decrement product quantity. *Any manual qty or price changes IN WOO DIRECTLY will not update the stock levels in PatientNow Essentials/EnvisionNow. PatientNow Essentials/EnvisionNow is assumed/expected to be THE primary stock/price level system.

Note: If you have existing products / customers in your Woo store already, PatientNow Essentials/EnvisionNow does not pull those down. If you make an online order, and PatientNow Essentials/EnvisionNow does not have that product/customer in PatientNow Essentials/EnvisionNow already, we will create it at that point.

Before integrating with PatientNow Essentials/EnvisionNow you must have a wordpress site with WooCommerce installed and setup.

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Once you have signed up follow these steps to integrate your Woo store with PatientNow Essentials/EnvisionNow:

Step 1: Add Woo Commerce Add-On Service

Navigate to Manage Account then click on Signup for add on services:

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Click the Add to Subscription button:

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Click Accept Terms and Continue once you have read and understood the Terms.

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Step 2: Configure Woo Store for PatientNow Essentials/EnvisionNow

1. Log into your WordPress site at: https://yoursite.com/wp-admin (“yoursite.com” is your WordPress site url).

2. Navigate to the WooCommerce tab on the left:

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3. Select the Advanced tab at the top.
4. Select REST API at to top.
5. Press the Add key button
6. Type in your description and user name then set the permissions to Read/Write:

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7. Click on Generate API Key button:

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You should come to a screen that looks like this:

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You will need this info in the next step.

Step 3: Setup Woo Commerce Options

1. Navigate to Company Settings then click on the Integrations tab on the left:

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2. Click on the Setup WooCommerce Options button

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3. A popup will appear and you will be required to enter your WooCommerce info:

The Woo Url that you need to enter is https://yoursite.com/wp-json/wc/v3 (yoursite.com is your WordPress site url. For example, if your url is mymedspa.com, the url you would need to enter is https://mymedspa.com/wp-json/wc/v3)

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4. Click on Sync Products.

To see a video of the connection process check out ElevateNow.

Step 4: Start selling your products online

Now that you have set up the integration, you can now add products to your online Woo store!

Make sure to click the new Sell This Product Online checkbox in the retail item:

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Important Note: If your web host, CDN or CloudFlare is blocking the connection, please whitelist the following IP addresses: 3.129.147.36 and 3.134.186.90

Congrats! You have setup your WooCommerce store to integrate with PatientNow Essentials/EnvisionNow!

Please note that Payrix does not integrate directly with WooCommerce. All online payments processed through this store must be handled by a third-party payment gateway. We recommend using a WooCommerce-compatible provider such as Stripe, Square, or PayPal for secure and seamless transactions.