Setup Guide

Installing the Plugin on a Staging or Test Site

1. Create a staging site, either via cloning a live site, or through a fresh install of WordPress with WooCommerce.
2. Deactivate WC Autoship and ALL Autoship related plugins (Product Page Options, upsell, payment gateways, etc)!!!
   • 
3. Download the QPilot WC plugin.
   1. You will find this link within an email you received titled “QPilot Beta Release 0.0.X”.
4. You’ll receive a .zip file.  This is the plugin file you will upload
   1. For detailed instructions on uploading a WordPress Plugin see: https://codex.wordpress.org/Managing_Plugins
5. Upload the plugin via Plugins > Add new > Upload plugin
6. Activate the plugin
   • 

Connecting WooCommerce to QPilot Using the REST API

1. Within the WP-Admin Dashboard, navigate to Woocommerce > Settings > API (tab).
2. Ensure that the REST API is enabled.
3. Navigate to Keys/Apps (tab).
4. Click Add Key
   • Note: Please create a new key even if you have created one before
5. In the Description field, give the new key a descriptive name (example: “qpilot-test”).
6. In the User field, select a user with Admin permissions. (usually this user is pre-selected by default)
7. Ensure Permissions are set to Read/Write.
8. Click Generate API Key
9. Open a separate browser window or tab and navigate within the WP-Admin Dashboard to QPilot
10. Next to “Connect QPilot”, click Connect. This will direct you to the QPilot Merchant Dashboard.
11. You will need to create an account by clicking Register, and entering your email address and a password.
12. Login using the email and password you registered with.
13. Once you are logged in, paste the API Consumer Key and API Consumer Secret created in steps 1-8 into the API Consumer Key and API Consumer Secret fields and click Add Site.
14. On the following screen, review the terms and conditions and click Grant Access.
15. This will redirect you back to the WP Admin Dashboard along with an alert stating “QPilot has been connected!”