In this video, you will learn how to install WP Fusion and set up a direct connection to your WP ERP account.
To get started install and activate the plugin, then navigate to Settings » WP Fusion.
From the ‘Select Your CRM’ dropdown choose ‘WP ERP’.
Then, click on ‘Connect’.
WP Fusion will now establish a direct connection to your WP ERP account and import your tags and custom fields.
Once the connection is completed, click Save Changes below to save the changes.
That’s it! Your site is connected, and new WordPress users and customers will automatically be synced with WP ERP in real-time.
- For exporting historical data from before you installed WP Fusion, check out the Exporting Data guide.
- For mapping and syncing additional custom fields with WP ERP, see the Syncing Contact Fields guide.
- For using WP ERP tags to track activity in WordPress and personalize the user experience, check out the Working with Tags and Restricting Access to Content guides.
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