How to perform WooCommerce Customer Import

When you are merging multiple sites and want to automatically shift all users to a new site, the quickest way to accomplish this is by using a plugin to export and import the user data. WordPress User & WooCommerce Customers Import Export Plugin is one of the best plugins that can help you import user data in CSV/XML formats.

To import WordPress users / WooCommerce customers:

  • Click on WebToffee Import/Export(Pro) > Import

Step 1: Select post type

As a first step, you need to choose the post type as Users/Customers.WooCommerce User Import-Step 1

Step 2: Select the import method

Choose from the below options to continue with your import:

  •  Quick import 
  •  Based on a pre-saved template 
  •  Advanced import

Let us have a look at each of these import methods:

Quick Import

  • imports the basic/standard fields of the respective post type.  
  • primarily used when your input file was exported using the same plugin
  • One can import file from:
    1. Local
    2. URL
    3. FTP
  • Click the Import button to complete the action or proceed to Step3 for advanced options.
  • Navigate to Step 4 to know more about Advanced options/ Batch import/ Scheduling.

From pre-saved template

  • This method retains the previous filter criteria and other column specifications as per the chosen file and imports data accordingly.
  • By selecting this option, one can choose a previously saved template from the Import template drop-down.
  • Click the Import button to complete the action or proceed to Step3 to map and reorder columns.WooCommerce-User-Import-PRESAVED-method
  • Navigate to Step 3 to know more about mapping and reordering import columns.

Advanced Import

  • This option will take you through a detailed process of filtering/column selection/advanced options that may be required for your import.

Step 3: Map and reorder import columns

  • Here, one can map and reorder the import columns under the following 3 fields:
    1. Default fields: The column names appearing in this section can be edited if required. The preferred names and choices that were last saved can be viewed on choosing a pre-saved template. One can also move the columns to reorder the arrangement.
    2. Meta(custom fields)
    3. Hidden metaWooCommerce-User-Import-map-and-reorder
  • Click on Step 4 to proceed.

Evaluate field

This field is used to append a value/expression to an existing item while importing. It basically selects/maps any column from the input file and compute the values with expressions and creates output.

  • Expression: Any of the operators +*/-()&@ or string constants can be used along with the attributes to manipulate the respective value. 
  • Input: Select the column from the dropdown which has to be modified.
  • Output: Sample value will be created based on the first record from input file.

Step 4: Advanced Options/Batch Import/Scheduling

  • On reaching Step 4, the following window will appear, from where one can:
    1. Update Only: On selecting “Yes”, the store is updated with the data from the input file only for matching/existing records from the file. On selecting “No”, the entire data from the input file is processed for an update or insert as the case maybe.
    2. Match users by their:  ID, Email, Username 
    3. If the user exists in the store: One can either Skip or Update the entry.
    4. Retain user passwords
    5. Email new users: One can Email all the new users upon successful import.
  • Save the template file for future (if needed).
 Save-template-option
  • Click on Import/Schedule to finish.

You can either import the products directly into your store or schedule the import using FTP.

To schedule the import:

  1. Hit the Schedule option, and you will be taken to the cron schedule window as shown below:

The plugin supports two different schedule types:

  1. WordPress Cron: Upon a visit, WordPress Cron will check to see if the time/date is later than the scheduled event/s, and if it is– it will fire those events.
    • schedules your job at the specified time. 
    • is dependent on your website visitors.
  2. Server Cron: You may need to trigger the URL every minute depending on the volume of data to be processed.You can use this option :
    • to generate a unique URL that can be added to your system in order to trigger the events. 
    • if you have a separate system to trigger the scheduled events.

Also, the import/export can be scheduled on a daily, weekly, monthly, custom basis. One can also configure the time at which the import has to be scheduled.

To directly import:

  1. Hit on the Import option

Once the import is completed, a pop-up will be displayed showing import status which contains the number of successful imports and failed imports (if any).

To know more about how to get started with the plugin to import or export WooCommerce data.

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