WooCommerce Pro Partner
WordPress Pro Partner
Connected to Salesforce
WordPress and Salesforce integration
For Pacific Equity Partners, we built a custom WordPress plugin that loads share registry reports into Salesforce through the Salesforce REST API, row by row, matched to the account, investing entity, fund, application and transaction structure their team uses.
The problem
Pacific Equity Partners keeps its investor data in Salesforce.
Their share registry reports came from Boardroom as spreadsheets, but the team needed that data loaded into Salesforce in the right structure.
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Reports arrived as spreadsheets
Application and transaction reports came out of the registry as files, not as records in Salesforce.
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A structure to follow
Each application belongs to an account, an investing entity and a fund in Salesforce, so records had to be created in the right order and linked correctly.
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Every row needed checking
The team needed to see which rows were imported, which were not, and why, without digging through Salesforce.
What we built
We built the PEP Processor, a custom WordPress plugin on PEP’s own hosting.
It went live to their team in December 2024 and is used to process registry reports into Salesforce.
Uploading reports
Upload a report, the plugin does the rest
Getting a report into Salesforce takes one upload.
Staff upload the registry’s CSV reports through a simple WordPress admin screen, or files arrive by FTP.
The plugin works out whether a file is an application report or a transaction report and handles each one the right way.
Files go into a queue that is processed every minute, so larger reports do not time out.
Live to PEP’s team since December 2024.
Pacific Equity Partners, private equity.
Visit the website
Into Salesforce
Records created in the right order
The plugin follows the structure PEP’s Salesforce already uses.
Each row creates or updates the account, then the investing entity linked to it.
The fund is looked up in Salesforce and the application is created against it.
Transaction reports create transaction records. This stage went live in January 2025.
Records are sent through Salesforce’s REST Composite API, which can handle several linked records in one request.
Checks and logs
Every row accounted for
Investor data has to be right, so the uploader shows exactly what happened.
Each row is logged as a success or an error, with the reason, so staff can see what needs attention.
Separate settings for Salesforce sandbox and production, so changes are tested before they reach live records.
Staff can check the Salesforce connection before they upload.
Uploaded files and logs are cleared after a set time, so investor data is not kept longer than needed.
Looked after since
Kept running as things change
Salesforce and PEP’s data changed over time, and the uploader had to keep up.
In 2025 we adjusted how names, fund names and emails are matched, and fixed a request Salesforce had started rejecting.
When a change to PEP’s Salesforce password policy stopped the connection in 2026, we worked with their team to reconnect it.
PEP’s team still uses the uploader to load registry reports.
Day to day
How a report gets into Salesforce
From the registry to Salesforce in a few minutes.
Every row is logged
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01
Export from the registry
PEP’s team exports the application or transaction report from Boardroom.
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02
Upload it
They upload the file in WordPress, or it arrives by FTP.
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03
Queued and processed
The plugin works out the report type and processes the file through a scheduled queue.
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04
Created in Salesforce
Accounts, investing entities, applications and transactions are created or updated in Salesforce.
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05
Check the results
Staff review the result for each row and follow up anything that needs attention.
Need WordPress or WooCommerce to talk to Salesforce?
If your team works in Salesforce and your data starts somewhere else, such as your website, online store, forms, uploads, spreadsheets or another system, we can build the connection. We start by mapping your Salesforce records, agreeing which system owns each piece of data, then build and test against your sandbox before anything touches production.
Questions about Salesforce integration
Yes. For Pacific Equity Partners, we built a custom WordPress plugin that loads share registry reports into Salesforce through the Salesforce REST API.
Forms, uploads, applications and other website data can be sent into Salesforce in a similar way, depending on how your Salesforce records are structured.
Usually, yes. Salesforce has a full API, so customers, orders and other WooCommerce data can be sent to Salesforce.
The right approach depends on what you want Salesforce to own, what should stay in WooCommerce, and how your team uses Salesforce day to day.
Yes. StoreConnect is the online store platform that runs inside Salesforce, and we’ve designed and built on it. See our StoreConnect work.
No. We build and test against a Salesforce sandbox first, then move to production once the connection has been tested and approved.
Yes. If your team receives structured data in spreadsheets or CSV files, we can build an importer that checks the rows, maps them to the right Salesforce records and logs what happened.
For PEP, that meant importing share registry reports into accounts, investing entities, funds, applications and transactions.
The system can log the row, the result and the reason it failed, so your team can see what needs fixing.
That is much better than a silent import where staff only discover missing data later.
It depends on your Salesforce setup, the data being moved and the rules around it.
A simple form-to-Salesforce connection is very different from a custom importer using Salesforce’s REST Composite API, row-level logging, sandbox and production settings, FTP uploads and scheduled processing.
After an initial conversation, we give you a fixed quote so you know the scope, timeline and price before work starts.
Talk to us about Salesforce
Tell us how you use Salesforce today and what you’d like connected. A real person from our Sydney team will get back to you to talk it through.
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