Connecting Your WooCommerce Store to Taxually

Modified on Thu, 4 Jun at 2:50 PM

This guide explains how to connect your WooCommerce store to Taxually for automatic transaction data synchronisation. You can connect multiple WooCommerce stores to a single Taxually account.

Before You Start

Requirements

A WooCommerce store with admin access
A Taxually account with at least one company set up
The Taxually for WooCommerce plugin installed on your store

Installing the Plugin

Download the Taxually for WooCommerce plugin from [link to plugin]
In your WordPress admin, go to Plugins → Add New → Upload Plugin
Select the plugin ZIP file and click Install Now
Click Activate once installation completes

Connecting Your Store

Step 1: Open Plugin Settings

In your WordPress admin, go to WooCommerce → Settings
Click the Taxually tab

Step 2: Start the Connection

Click the Connect to Taxually button
You'll see a message: "You will be redirected to Taxually to login and complete the connection"
Click Continue

Step 3: Log In to Taxually

You'll be redirected to the Taxually login page
Log in with your Taxually credentials
If you don't have an account, click Sign Up to create one first

Step 4: Select Your Company

After logging in, you'll see the WooCommerce connection page
If you have multiple companies in Taxually, select which company this store should be linked to from the dropdown
Click Connect Store

Step 5: Connection Complete

You'll see a confirmation message: "Completing connection... Redirecting you back to your store"
You'll be automatically redirected back to your WooCommerce store
The plugin settings will now show your store as Connected

Verifying Your Connection

Once connected, the plugin settings page will display:

Status: Connected ✓
Connected Company: The Taxually company name
Store URL: Your WooCommerce store URL

Connecting Multiple Stores

You can connect multiple WooCommerce stores to a single Taxually account. Each store can be linked to:

The same company (if all stores belong to one business entity)
Different companies (if you manage multiple business entities)

How to Add Another Store

Install the Taxually plugin on your additional WooCommerce store
Follow the same connection steps above
When selecting a company, choose the appropriate one for that store

Disconnecting Your Store

If you need to disconnect your WooCommerce store from Taxually:

From Your WooCommerce Store

Go to WooCommerce → Settings → Taxually
Click Disconnect
Confirm the disconnection

What Happens When You Disconnect

Data already synced remains in Taxually (historical data is preserved)
Future data will no longer be automatically pulled
You can reconnect at any time by following the connection steps again

Reconnecting After Disconnection

If you reconnect the same store:

It can be linked to the same or a different company
Historical data from before disconnection remains with the original company
New data will sync to the newly connected company

Managing Connections in Taxually

Viewing Connected Stores

To see which WooCommerce stores are connected to your Taxually account:

Log in to Taxually
Go to Settings → Integrations
You'll see a list of connected WooCommerce stores

Connection Details

For each connected store, you can see:

Store URL
Connected company
Connection date
Last sync status

Troubleshooting Connection Issues

"Connection Failed" Error

Session expired: Try again – you may need to log in again
Network timeout: Check your internet connection and retry
Plugin outdated: Update to the latest plugin version

"No Companies Found" Error

This means your Taxually account doesn't have any companies set up yet. To fix this:

Log in to Taxually directly
Complete the onboarding to create your first company
Return to WooCommerce and try connecting again

"Store Already Connected" Error

Each WooCommerce store can only be connected to one Taxually company at a time. If you want to connect to a different company:

Disconnect the store first
Reconnect and select the new company

Connection Keeps Failing

If you continue to have issues:

Clear your browser cookies/cache
Try using a different browser
Ensure pop-ups are not blocked
Contact Taxually support with your store URL

Security & Permissions

What Access Does Taxually Have?

When you connect your store, Taxually receives:

Read-only access to orders and refunds
Your store URL for identification

Taxually cannot:

Modify your orders
Access customer payment details
Change any store settings

API Credentials

The connection uses secure WooCommerce REST API credentials that are:

Generated automatically during connection
Encrypted and stored securely
Limited to read-only order access

Data Sync Schedule

Once connected, your data is automatically synced:

Monthly sync: 1st–5th of each month, includes previous month's orders and refunds
Manual sync: On request, for a specific date range

Requesting a Manual Sync

If you need data synced outside the normal schedule, contact Taxually support with:

Your store URL
The date range you need synced
The reason for the manual sync

Frequently Asked Questions

Can I connect the same store to multiple Taxually companies?

No, each store can only be connected to one company at a time. If you need to change the company, disconnect first, then reconnect to the new company.

Will disconnecting delete my historical data?

No, all previously synced data remains in Taxually. Only future automatic syncs will stop.

Do I need to keep the browser open during connection?

Yes, please don't close the browser tab until you see the success message and are redirected back to your store.

Can I connect stores from different WooCommerce installations?

Yes, you can connect any number of separate WooCommerce stores to your Taxually account.

What happens if I change my WooCommerce store URL?

You'll need to disconnect and reconnect with the new URL, as the store is identified by its URL.

Need Help?

If you're having trouble connecting your store, please contact Taxually support with:

Your WooCommerce store URL
Screenshots of any error messages
The browser you're using