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Getting Started

Welcome! In a few minutes you can turn your WooCommerce orders into a smooth, trackable workflow—ready for bulk labels, easy customer updates, and less manual work.

Time to set up: ~10 minutes
Who it’s for: WooCommerce store owners & managers (no coding needed)


What you’ll need

  • WordPress: 6.0 or newer (latest recommended)
  • WooCommerce: 7.0 or newer (latest recommended)
  • PHP: 7.4+ (PHP 8.0–8.2 recommended)
  • Email sending (recommended): an SMTP plugin (e.g. WP Mail SMTP / FluentSMTP) so your messages land in inboxes.

Don’t worry—if you’re unsure about versions, you can still start. We’ll let you know if something needs attention.


How InstaConsole fits your store

  • Lite (Free): a faster, calmer order console. Smart filters, tracking badges, clearer “what’s next.”
  • Pro (Add-on): import tracking from carriers via CSV, add canned replies, and save tracking details to orders.
  • Premier (Add-on): create carrier-friendly export files (CSV) from your orders—upload to DHL/UPS/Royal Mail/FedEx portals and print labels in bulk.

Start with Lite. Add Pro or Premier when you’re ready—your store will gracefully fall back to Lite if an add-on is turned off.


Install in minutes

  1. Install Lite
    Go to Plugins → Add New → Upload, install InstaConsole (Lite), and activate.
  2. (Optional) Add Pro
    Upload/activate InstaConsole Pro to unlock CSV imports, canned replies, and tracking helpers.
  3. (Optional) Add Premier
    Upload/activate InstaConsole Premier for carrier exports and saved mappings.
  4. (Optional) Licensing server
    If you manage licenses yourself, activate InstaConsole Licensing on your license server. (If you bought a license from us, just use the key we sent—no server needed.)

Activate your license (Pro/Premier)

  • Open Settings → InstaConsole Pro License or Settings → InstaConsole Premier License
  • Paste your license key → Save → Activate → Validate
  • You’ll see Status: ACTIVE when you’re good to go.

Lost your key? Check My Account → My Licenses, or the order email we sent.


Your first 10 minutes

If you’re using Lite (Free)

  • Open InstaConsole → Console
  • Filter by date or status, and look for the Has tracking badge once tracking is saved on an order.

If you added Pro: import carrier tracking (CSV)

  • Go to InstaConsole Pro → Imports (CSV)
  • Upload your carrier CSV (e.g., DHL export)
  • Map our fields (left) to their columns (right)
  • Dry Run to preview results, then Import to write tracking into orders
  • (Optional) Mark orders completed and add a private order note

Good to know

  • The Autofill button guesses mappings for common carriers.
  • If your file doesn’t include a tracking link, we generate one when we recognize the carrier.

If you added Premier: export to label portals (CSV)

  • Go to Premier — Exports → Mappings
  • Start with a Preset (DHL/UPS/Royal Mail/FedEx) or create your own
  • Choose Row mode:
    • Order rows = one CSV row per order
    • Item rows = one CSV row per line item
  • Add columns and pick data sources (or type custom ones like literal:GB, meta:_shipping_phone_alt, itemmeta:_hs_code)
  • Save the mapping, then open the Export tab
  • Pick a date range & status → Preview a few rows → Download CSV
  • Upload to your carrier portal and print labels in bulk

Helpful flags

  • Only unexported skips orders you already exported
  • Mark exported tags orders so you don’t double-send next time

Customer updates (optional, Pro)

  • Canned Replies: answer “Where is my order?” in two clicks.
  • Tracking Helpers: store carrier + number + link on the order; the Console shows a tracking badge so you can spot it instantly.

Your account & licenses

  • Create a page called My Licenses and add the shortcode: [insta_licenses]
    You’ll see product name, key, expiry, allowed/used sites, and activation history.
  • Admins can review keys in Tools → InstaConsole Licensing.

Tips for smooth exports

  • Set weight units in WooCommerce (kg recommended if your carrier expects kg).
  • Check addresses include City / State / Postcode / Country.
  • Use the date format your carrier expects (e.g., Y-m-d).
  • Some EU portals prefer semicolon instead of comma as the CSV delimiter.

Troubleshooting

  • CSV import finds no orders: map Order ID first if you have it; if you use custom order numbers, map Order Number.
  • Export looks empty: widen the date range or choose “Any” status, then preview again.
  • White screen or strange characters: re-save edited PHP files without BOM (UTF-8); temporarily disable other plugins to isolate a conflict; check your debug.log.
  • Emails land in spam: set up an SMTP plugin and test.

Need a hand?

Email support@instaconsole.com with a short note, your WordPress/WooCommerce versions, and (if relevant) a sample CSV or screenshot. We’re happy to help.


Quick glossary

  • Mapping: the blueprint that shapes your CSV for a carrier portal.
  • Row mode: order vs. item rows.
  • Only unexported / Mark exported: simple guardrails to prevent duplicates.