How to Connect WooCommerce with Mentortools (Zapier)

You can use the following guide to grant access to your courses based on sales through WooCommerce. You will need:

• A Mentortools course you want to sell.

• A product set up on your WooCommerce WordPress site.

• The plugin: Zapier for WooCommerce, installed and activated on your WordPress WooCommerce shop. You can get this directly from WooCommerce.

1. Create a New Zap for the Connection Between WooCommerce & Mentortools

Open the following link for the Zapier platform and click on “Create Zap”. https://www.zapier.com

2. Create the Trigger and Connect Your WooCommerce Account with Zapier

In the Zap editor, you will be prompted to set up the first step, the workflow's Trigger. Enter WooCommerce into the search field and select WooCommerce as the App.

Now choose the “Trigger,” which is the event that should initiate the Zapier connection. In our case, we select an Order Event so that the workflow is triggered when a new order takes place and has been paid for.

Then click Continue.

In the next step, you must log in to WooCommerce. Follow the button to log in and enter your online shop address and your Administrator email address from your WordPress account into the login field. For the password, you can either use your WordPress account password or create a special WordPress Application Password. This is a one-time generated password created by your WordPress user only for Zapier. You can find the exact documentation here in the official WordPress guide.

Click “Yes, Continue to WooCommerce” to set up the login.

Next, you can set your Trigger Event. In this step, you define when the data from WooCommerce should be transferred to Zapier. Choose the Order Paid event to pass the order data to Zapier and Mentortools only when the order is also paid for by the customer.

Attention: WooCommerce is very flexible with payment providers. In certain configurations, a different Order Event might make sense, for example, for payments via Mollie. There is no universally valid way to set this up, as individual settings always apply. An alternative way is to use the Order Updated Event and set a filter in Zapier to process specific payment providers with their own order status. The technical specialists from the Mentortools Support Team are happy to help if you encounter difficulties with the standard Order Paid event.

Crucial Step: Test Trigger

In the next step, you will be prompted to retrieve test data. It's best to create a test purchase in WooCommerce, and this should then appear in the displayed data with a click on “Test”.

If everything worked, the result looks like this:

In the selection field, here “Order C”, you can select various data sets for testing. Your test purchase should be present in one of these data sets. If it is not, click “Find new records” to retrieve more payments.

Click Continue with selected record when you are shown a data set with test data.

3. Create the Mentortools Course Unlock in the Zap

Now select “Mentortools” as the App in the Action step.

4. Connect Mentortools with Zapier:

In the next step, you will be prompted to either select your Mentortools account or log in to it.

You can find all the exact information on how to set up the connection from Mentortools to Zapier in this help article.

If you have done everything correctly, you can select an “Action” in the next step. Select Course Purchase to unlock a course.

5. Connect the Data Fields from WooCommerce with Mentortools

When you have connected or selected your Mentortools account with the Zap, you will come to the customer data form for course unlocking. Here we connect Mentortools with the values from the data in step 1 of the Zap.

First, click into the “Buyer email” field (1), enter “Billing Email” into the search field (2), and select it from the WooCommerce data in step 1 (3). The whole thing should look like this and show your test data from step 1. Click on Billing Email in the list to transfer the data from WooCommerce to Mentortools. The values on the right side of the respective data entry will be dynamically adjusted for every future order, ensuring the correct data lands in Mentortools.

In the next step, we repeat this step for the customer's name. Click into the “First Name” field and select the value “Billing First Name” from WooCommerce.

Repeat this step for the Buyer Last Name field by taking the value Billing Last Name from the WooCommerce list.

If you have done everything correctly, it should look like this:

6. Define Which Course Should Be Unlocked in Mentortools

Click on the selection field “Course ID” and select your course from the list that should be unlocked for your WooCommerce orders.

Then click “Continue” below.

7. Test and Complete

Then complete the creation and click “Test Action”. You should now be able to see an unlock for your selected email address in the Members section within Mentortools.

If everything worked, finally click "Publish" to set your Zap live. This Zap will now create course access in Mentortools with the individual data for every new incoming order.

Attention: WordPress and WooCommerce are very flexible applications. In certain configurations, it may be necessary to adapt WooCommerce and Zapier with filters and other Order Events. If you have questions or general inquiries about setting up Zapier, you can always send us a message at support@mentortools.com. Our technical team will be happy to advise you and help you with the setup.