Cordlo Connect

Description

Cordlo Connect bridges your WordPress site with Cordlo, a professional invoicing and client management platform. Orders, bookings, customers, and payments are automatically synced into Cordlo — eliminating repetitive manual data entry.

Cordlo Connect helps businesses streamline operations by automatically converting WooCommerce orders and booking data into professional invoices inside Cordlo.

Perfect for agencies, service providers, appointment-based businesses, and online stores.

Requirements

• WordPress 6.8+
• PHP 8.1+
• Active Cordlo workspace
• WooCommerce (optional)
• LatePoint (optional)

Supported Integrations

• WooCommerce — every new or updated order creates or updates an invoice in Cordlo, including line items, shipping, fees, coupons, billing and shipping addresses, and payment method.
• LatePoint — bookings sync as invoices, including service extras, agent, location, and customer notes.

More integrations will be added in future releases.

Features

• Real-time sync on order and booking creation or update
• Automatic customer creation and updates with email-based deduplication
• Automatic payment entry when invoices are marked as paid
• Bulk sync tool to import historical WooCommerce orders
• Product sync — push your WooCommerce catalogue to Cordlo so invoice line items link to real products for accurate reporting
• Activity log for viewing sync events, retries, errors, and statuses
• Automatic retry handling for failed sync attempts
• Lightweight and modular architecture
• Works even if WooCommerce or LatePoint is not installed

External Services

This plugin connects to the Cordlo API to sync WooCommerce orders, LatePoint bookings, customers, products, and payments into your Cordlo workspace.

Service: Cordlo — a professional invoicing and client management platform.
Endpoint: https://secure.cordlo.com/

What data is sent and when:

• Connection test — When you click “Test Connection” on the Settings page, your API Key, Workspace Code, and Business Code are sent to verify your credentials. No order or customer data is transmitted.
• Order sync — When a WooCommerce order is created or updated, the order’s billing details, line items, shipping, fees, coupons, payment method, and status are sent to create or update the corresponding invoice in Cordlo.
• Booking sync — When a LatePoint booking is created or updated, booking details including service, extras, agent, location, customer information, and notes are sent to Cordlo.
• Customer sync — Customer name, email, phone, and address are sent alongside each order or booking sync to create or update the customer record in Cordlo.
• Bulk sync — When you run the Bulk Sync tool, existing WooCommerce orders and their associated customer and payment data are sent to Cordlo in batches.
• Product sync — When you run Sync Products, your published WooCommerce product names, SKUs, descriptions, and prices are sent to Cordlo.

Data is only transmitted when these actions occur and only to https://secure.cordlo.com/. No data is shared with any other third party.

• Cordlo Terms of Service
• Cordlo Privacy Policy

Support

Need help or want to report an issue?

Visit Cordlo Connect or email us at support@cordlo.com.