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Customer Intelligence for WooCommerce / Getting Started August 3, 2026

Install and Sync Existing WooCommerce Customers

Install Customer Intelligence and create customer profiles from existing WooCommerce orders.

Applies to 1.2.2+ Free Stable Verified August 3, 2026

The first sync normalizes historical order data into dedicated customer tables and can be resumed in batches.

Customer Intelligence settings showing WooCommerce and HPOS readiness, database status, and a completed order sync
The Sync Center imports existing WooCommerce orders into resumable customer profile batches and reports data readiness.

Open the feature

Go to Customers > Settings > Sync Center.

Before you start

  • Create a database backup.
  • Confirm WooCommerce HPOS status and scheduled actions are healthy.
  1. Install and activate the plugin.
  2. Open Sync Center and start Sync Existing Orders.
  3. Leave the browser open or return later to resume a bounded batch.
  4. Run intelligence recalculation after historical records finish.

What success looks like

  • The freshness panel shows the latest processed order.
  • Customer totals match representative WooCommerce orders.

Important notes

  • Do not use Reset data as a retry button; it removes CRM profiles, events, notes, and tasks.

Release and support resources

Related Guides

Continue from Customer Intelligence for WooCommerce documentation to the complete product workflow.

Review the product page for the current release, installation options, and support resources.

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