Installation Instructions - Sync Netsuite Installation Instructions - Sync Netsuite

Installation Instructions

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Installation Instructions

Follow these detailed steps to install the Woo-NetSuite integration plugin on your WordPress site.

⚠️ Before You Begin: Create a full backup of your WordPress site before installing any new plugin.


Method 1: Install via WordPress Admin (Recommended)

This is the easiest and most recommended installation method.

Step-by-Step Instructions:

  1. Log in to WordPress Admin
    • Navigate to your WordPress admin dashboard
    • URL format: https://yoursite.com/wp-admin
  2. Navigate to Plugins
    • Click Plugins in the left sidebar
    • Click Add New
  3. Search for the Plugin
    • In the search box (top right), type: “Woo-NetSuite”
    • Press Enter or click the search button
  4. Install the Plugin
    • Find “Woo-NetSuite Integration” in the search results
    • Click the Install Now button
    • Wait for installation to complete (usually 5-10 seconds)
  5. Activate the Plugin
    • After installation, the button changes to Activate
    • Click Activate
    • You will be redirected to the Plugins page
  6. Verify Installation
    • Look for “Woo NetSuite” in the left admin sidebar
    • You should see a success message
    • Plugin status should show “Active”

Success! If you see the “Woo NetSuite” menu in your sidebar, the installation was successful.


Method 2: Upload via WordPress Admin

Use this method if you have downloaded the plugin ZIP file separately.

Step-by-Step Instructions:

  1. Download the Plugin ZIP File
    • Download from your purchase/download area
    • Save the file (usually named woo-netsuite.zip)
    • Do NOT extract/unzip the file
  2. Navigate to Upload Page
    • Go to Plugins → Add New
    • Click Upload Plugin button (top of page)
  3. Choose File
    • Click Choose File button
    • Select the woo-netsuite.zip file
    • Click Open
  4. Install
    • Click Install Now
    • Wait for upload and installation to complete
    • Progress bar will show upload status
  5. Activate
    • Click Activate Plugin
    • You will be redirected to the Plugins page

Method 3: FTP/SFTP Upload

For advanced users who prefer FTP access or have hosting restrictions.

Requirements:

  • FTP/SFTP client (FileZilla, Cyberduck, WinSCP, etc.)
  • FTP credentials for your hosting account
  • Downloaded and extracted plugin files

Step-by-Step Instructions:

  1. Extract the Plugin ZIP File
    • Locate the downloaded woo-netsuite.zip
    • Right-click and select “Extract” or “Unzip”
    • You should have a folder named woo-netsuite
  2. Connect via FTP
    • Open your FTP client
    • Enter your FTP credentials:
      • Host: ftp.yoursite.com or yoursite.com
      • Username: Your FTP username
      • Password: Your FTP password
      • Port: 21 (FTP) or 22 (SFTP)
    • Click Connect
  3. Navigate to Plugins Directory
    • In the remote pane (right side), navigate to:
    • /public_html/wp-content/plugins/
    • Or: /httpdocs/wp-content/plugins/
    • Or: /www/wp-content/plugins/
    • (Path varies by hosting provider)
  4. Upload Plugin Folder
    • In the local pane (left side), locate the extracted woo-netsuite folder
    • Drag the entire folder to the remote plugins directory
    • Wait for all files to upload (may take 1-2 minutes)
  5. Set Permissions (if needed)
    • Right-click the uploaded folder
    • Select “File Permissions” or “CHMOD”
    • Set to 755 for folders, 644 for files
  6. Activate in WordPress
    • Go to WordPress admin → Plugins
    • Find “Woo-NetSuite Integration” in the list
    • Click Activate

Post-Installation Verification

After activation, verify everything is working correctly:

Checklist:

Check Expected Result Action if Failed
✅ Admin Menu “Woo NetSuite” appears in sidebar Deactivate and reactivate plugin
✅ No Errors No PHP errors or warnings displayed Check error logs, ensure PHP 7.4+
✅ Dashboard Loads Woo NetSuite → Dashboard page loads Check for plugin conflicts
✅ Settings Accessible Settings page loads without errors Check file permissions
✅ Plugin Version Shows version 2.0.0 or higher Reinstall latest version

Common Post-Installation Messages:

Message: “WooCommerce not detected”

  • Install and activate WooCommerce plugin first
  • WooCommerce 6.0 or higher is required

Message: “PHP version too old”

  • Contact your hosting provider to upgrade PHP
  • Minimum PHP 7.4 required, 8.0+ recommended

Message: “NetSuite credentials not configured”

  • This is normal – you need to configure settings
  • Proceed to the next section: NetSuite API Setup

Troubleshooting Installation Issues

Problem: Installation Failed

Possible Causes:

  • Insufficient file permissions
  • PHP memory limit too low
  • Disk space full
  • Conflicting plugin

Solutions:

  1. Check available disk space
  2. Increase PHP memory limit to 256MB in wp-config.php:
    define('WP_MEMORY_LIMIT', '256M');
  3. Set correct file permissions (755 for folders, 644 for files)
  4. Temporarily deactivate other plugins and try again

Problem: White Screen After Activation

Solution:

  1. Access your site via FTP
  2. Navigate to /wp-content/plugins/
  3. Rename woo-netsuite folder to woo-netsuite-disabled
  4. Site should load normally
  5. Check PHP error logs for the specific error
  6. Contact support with error details

Problem: Plugin Menu Not Showing

Solutions:

  • Verify you are logged in as Administrator
  • Clear browser cache and refresh
  • Deactivate and reactivate the plugin
  • Check if plugin files uploaded correctly via FTP

Next Steps

Now that the plugin is installed, proceed to:

  1. NetSuite API Setup – Configure NetSuite credentials and create access tokens
  2. Plugin Configuration – Enter NetSuite credentials and configure sync settings
  3. Test Connection – Verify WordPress can connect to NetSuite
  4. Configure Order Settings – Set subsidiary and location IDs
  5. Test Your First Sync – Manually sync a test order

💡 Tip: We recommend testing in a staging environment or NetSuite Sandbox before using in production.


System Information

After installation, you can view system information at Woo NetSuite → Dashboard:

  • Plugin Version
  • WordPress Version
  • WooCommerce Version
  • PHP Version
  • Memory Limit
  • Max Execution Time
  • Connection Status

This helps verify your system meets all requirements.


✅ Installation Complete!
Continue to the next section: NetSuite API Setup

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