By the end of this guide, your Help Scout agents will see WooCommerce customer data directly in the Help Scout sidebar.
Prerequisites
Before you begin, make sure you have:
- DeskPress installed and connected to Help Scout
- WooCommerce active on your WordPress site
Steps
1. Copy the Callback URL
Go to DeskPress > Integrations > API tab. Copy the Callback URL displayed on the page -- you will need this in Help Scout.
2. Open Help Scout app settings
Log in to Help Scout as an administrator. Go to Manage > Apps > Custom App.
3. Create a new Custom App
Click Create Custom App and fill in the details:
- Name -- give it a descriptive name, such as "WooCommerce"
- Callback URL -- paste the URL you copied from DeskPress in step 1
- Secret Key -- enter a random string (make it long and complex for security)
4. Save the app in Help Scout
Click Save to create the custom app.
5. Add the Secret Key to DeskPress
Back in DeskPress, go to the API tab and paste the same Secret Key you entered in Help Scout.
6. Save settings in DeskPress
Click Save to finalize the connection.
Verification
Open any conversation in Help Scout. In the right sidebar, you should see your custom app panel showing:
- Customer profile -- name, email, company, location, WordPress role, registration date
- WooCommerce data -- order history, total spend, and customer value
The data is pulled live from your WordPress site each time an agent views a conversation.
Troubleshooting
- App shows "No data" -- The customer's email address in Help Scout must match a WooCommerce customer email on your site.
- Signature error -- Make sure the Secret Key is identical in both Help Scout and DeskPress. Even a trailing space can cause a mismatch.
- App not appearing -- Check that your site's Callback URL is accessible from the internet. It will not work with localhost or a site behind a firewall.