For a customer to purchase using WooCommerce, a small amount of setup is required. This ensures that any sales made to the customer in WooCommerce and are assigned to the customer in Infusion.
Email addresses are the login for WooCommerce. Users will need a WooCommerce user and a second in Infusion to allow the website to retrieve their Infusion pricing and send orders from the website to Infusion.
If the customer is only going to have only one account in WooCommerce, they need to have an email address entered on the Details tab, under the Contact section
Additionally the option Use Email in Integration needs to be enabled
You can use the customer import to bulk update the Use Email in Integration setting across multiple customers
If the customer is going to have multiple accounts in WooCommerce, each contact and email address needs to be added as an additional contact. The Use email in integration option also needs to be enabled for each additional contact.
Each email address needs to be unique. If an email address is assigned to one contact on a customer account, each other customer will need to use a different email address.
See Setting up a WooCommerce integration for details on how to enable a WooCommerce integration within Infusion
