Manually Creating Customers in Autoship Cloud
Table of Contents
- Step 1: Create a User in WordPress
- Step 2: Create an Autoship Cloud Customer
- Troubleshooting the Autoship Cloud External Id /Wordpress User Id
Step 1: Create a User in WordPress
WooCommerce Customers are added automatically as Users in WordPress when they register on your site or when they create an account during WooCommerce Checkout. When a Scheduled Order is created at checkout, an Autoship Cloud Customer is automatically created using the WordPress User ID.
In some cases, such as if you are creating a new Scheduled Order for a new customer, you may need to create a customer manually by adding them as a new WordPress user (while logged in as a WordPress Administrator).
To do this:
- As a WordPress Administrator, visit WP-Admin > Users and select "Add New"
- Fill the “New User” form with all required information
- For the User’s “Role”, select “Customer”
- Select "Add New User" to finish adding the User in WordPress
Pro tip: you can view the "User Id" of the new user after adding them to WordPress. Take note and copy this User Id because it will be useful in step 2 (below).
Step 2: Create an Autoship Cloud Customer
Now that you have added the customer as a WordPress User, find the Customer in Autoship Cloud > Customers. The new user will automatically sync to QPilot.
If the WordPress user hasn't synced, you can create a new Autoship Cloud Customer.
Follow these steps to add an Autoship Cloud Customer as a WordPress Admin:
- Visit WP-Admin > Autoship Cloud > Customers and select the “+” button at the top of the screen
- Fill the “Add Customer” form with a minimum of
- External Id (this is the WordPress User Id for the customer)
- Customer email
- Optional and Suggested: You may also decide to fill inputs in “Add Customer” form with
- First and Last Name
- Shipping and Billing Addresses
- Select “Update” to finish adding the customer to Autoship Cloud
Editing an Autoship Cloud Customer
QPilot uses an External Id that maps to the Users WordPress Id for Scheduled Orders (see above). Because Customers can have multiple addresses, make sure all of the fields are filled to ensure Scheduled Orders will successfully process.
Troubleshooting Autoship Cloud External Id and WordPress User Id
What if I input an incorrect External Id when creating an Autoship Cloud customer?
When Scheduled Order processes and creates a WooCommerce, there must be a valid user WordPress/WooCommerce to associate the Order with. If the WordPress User Id (External Id) is invalid, the Scheduled Order will immediately fail for the reason: "Customer ID is invalid" (processing error 3000).
If an Autoship Cloud Customer was created using an invalid WordPress User Id, the failure will look like this (see screenshot below) in WP-Admin > Autoship Cloud > Scheduled Orders (after selecting the "Last Cycle Status"):
- First, you will need to find the External Id in WordPress. This Id is found in WP-Admin > Users, select the appropriate user profile, and then find "user_id=" in the URL of your customer user profile page. This Id will be used to update the External Id in QPilot.
- In QPilot > Site > Customers > Edit Customer, update the "ID" for the customer in your connected QPilot Site so that it matches the WooCommerce Customer ID. You can also Edit the QPilot Customer right from within the WordPress Admin by following WP-Admin > Autoship Cloud > Customers, and then search for the customer by email.
Here is an example of the User Id in WP-Admin > Users being used to update the customer External Id in Autoship Cloud > Customers: