Setting up WordPress Users and WooCommerce Customers Import-Export Plugin

This tutorial explains how to set up WordPress Users & WooCommerce Customers Import Export Plugin. Please refer to the product page to know more about the plugin features.

Overview

WordPress Users & WooCommerce Customers Import Export Plugin is an ideal plugin for exporting and importing user/customers details from/to your WooCommerce store for migrating an existing online store.

You can import users/customers from WooCommerce store as well as another e-commerce platform. It exports users/customers from WooCommerce store to the CSV file. You can import/export/merge(update existing users/customers) hundreds, even thousands, of users/customers details using one file which saves your effort and time of manually adding user’s information.

The plugin has the option to send an Email to the user email ID whenever admin imports/updates users details.

You can map your import columns to the appropriate WooCommerce data to import or merge users/customers details. You can also import data from a variety of sources, such as an uploaded CSV file on FTP, locally saved CSV file to your computer.

For importing users/customers details to your online store, you must create a CSV(Comma-Separated Values) file which contains information about mapping fields in a tabular form. You can create a CSV file by using a spreadsheet program, such as  Excel, or Google Spreadsheets. Save this file with the extension ‘.csv’.  After entering all details about users/customers in the spreadsheet, you can import to your online store.

The plugin easily exports users/customers details to CSV file with multiple powerful filters such as User Roles, date ranges, etc. Even the plugin automatically upload your exports via FTP.

Installation

After purchasing the WordPress Users & WooCommerce Customers Import Export Plugin, the plugin ZIP file is available in MY ACCOUNT.

1. Navigate to My Account -> API Downloads tab and download the plugin.
   Note: If you have the basic/free version already installed, please Deactivate and Delete the Basic Version before installing Premium Version to avoid any conflict. Your plugin settings will be retained intact.
2. Install the downloaded plugin zip into your WordPress / WooCommerce Site.
3. You get Activation Key and Activation Email at My Account -> API Keys.
4. Go to your site Admin and the Settings page of the plugin and activate it using email and key.

For detailed information about installing Plugins, See How to Download, Install, Activate & Update WooCommerce Plugin?

Navigating to WordPress Users & WooCommerce Customers Import Export Plugin

After installing the plugin, you can navigate to it as given below:

• Navigate to Dashboard > Users > User Import Export.
• Navigate to Plugins > Installed Plugins > WordPress Users & WooCommerce Customers Import Export Plugin > Import Export Users/Customers OR
• Navigate to Dashboard > WooCommerce > Customer Import Export. It is as shown below:

  

Import/Export

The plugin takes CSV file as input. It maps each field of CSV file to the field of a particular Users/Customers.

For example, the customer_id field gets mapped to the identification number of the customer and the user_login field gets mapped to the user login name. If you want the plugin to work correctly, you must map headers of all of the column correctly and you must ensure that all of the fields you enter must be in the correct format.

Note: If there is any mistake in your import file, your Users/Customers import may not work as expected. Also, the CSV Import file must be in UTF-8 format. For more information about UTF-8 encoding, read How to save CSV / Excel File as UTF-8 Encoded?

• The first row must contain the column headers which are used for mapping the fields. The details about the mapping field are given as below:
  last_updatetr>Last Update

  Column Heading	Explanation	Accepted Value or format ID
  ID	User ID	Numerical
  customer_id	User ID	Numerical
  user_login	Login name of the User	Text
  user_pass	Password for the username	Text
  user_nicename	The URL-friendly user name	Text
  user_email	The user email address	Text
  user_url	The user URL	Text
  user_registered	Date the user registered. The format is ‘Y-m-d H:i:s	Text
  display_name	The user’s display name	Text
  first_name	The user’s first name. For new users, will be used to build the first part of the user’s display name if display_name` is not specified.	Text
  last_name	The user’s last name. For new users, will be used to build the second part of the user’s display name if display_name is not specified.	Text
  user_status	The user is active or not	numerical e.g.0/1
  roles	Indicates the role of the user.	Text e.g. Author, Customer, etc.
  billing_first_name	First name of the billing address	Text
  billing_last_name	Last name of the billing address	Text
  billing_company	Company name of the billing address	Text
  billing_email	The billing email	Text
  billing_phone	The billing phone number	Text
  billing_address_1	The first line of the billing address	Text
  billing_address_2	The second line of the billing address	Text
  billing_postcode	The postcode of the billing address	Text
  billing_city	The city of the billing address	Text
  billing_state	The state of the billing address	Text
  billing_country	The country of the billing address	Text
  shipping_first_name	First name of the shipping address	Text
  shipping_last_name	Last name of the shipping address	Text
  shipping_company	Company name of the shipping address	Text
  shipping_address_1	The first line of the shipping address	Text
  shipping_address_2	The second line of the shipping address	Text
  shipping_postcode	The postcode of the shipping address	Text
  shipping_city	The city of the shipping address	Text
  shipping_state	The state of the shipping address	Text
  shipping_country	The country of the shipping address	Text
  nickname	The user’s nickname. Default is the user’s username.	Text
  description	The user’s biographical description.	Text
  rich_editing	Whether to enable the rich-editor for the user. False if not empty.	Numerical e.g. 0/1
  comment_shortcuts	Whether to enable comment moderation keyboard. shortcuts for the user. Default false.	Numerical e.g. 0/1
  admin_color	Admin color scheme for the user. Default ‘fresh’.	Text
  use_ssl	Whether the user should always access the admin over https. Default false.	Numerical e.g. 0/1
  show_admin_bar_front	Whether to display the Admin Bar for the user on the site’s front end. Default true.	Numerical e.g. 0/1

  Each row contains a single user.

Import Users/Customers

The User/Customer Import can be categorized into two steps as shown below:

1. Import Settings
2. Map and Transform

Step 1: Import Settings

The Import settings screen is as shown below:

• Choose a method for importing: Basically, there are two methods for importing. You can choose any one method from the two from the drop-down for importing users/customer details.
  • via Local file: Select a file from your computer. Click Choose File to browse a required CSV file from your computer.
    

    

    • Note: You get the mapping file option(s) for auto-mapping only if you save the mapped fields with a user-defined file name while Mapping the fields. Select the required mapping file from the Select a mapping file drop-down list as shown below: Select a mapping file
  • via FTP: Provide FTP Details. If your CSV file is on a server, then to import it,  you need to do FTP settings as given below:

    

  • Choose FTP profile: If you have configured multiple FTP profiles, then those FTP’s will be listed here for selection. You can click on FTP Settings link to Add/Edit FTP profiles as shown below:

    

    • Enter FTP Server Host/IP.
    • Enter FTP User Name.
    • Enter FTP Password.
    • Enter FTP Port.
    • Select the checkbox to use FTPS.
    • If the FTP server does not permit to open a data port as required by active mode FTP, you use the passive mode options to configure the FTP server. To accept passive mode FTP connections enable the passive mode.
    • Enter an FTP profile name
    • Establish a connection with the server by clicking on Test FTP.
    • Save the FTP profile so that it will be listed under the Choose FTP Profile field of the import screen.
  • Import path: Enter the complete CSV path including the filename.
    On attaching the CSV via any of the above methods:
• Enter the delimiter which separates the mapping values.
• Send Email to New Users: Select the checkbox to send an Email to a new user on importing details.
• Update user if exists: If you want to update existing users of your store then tick this checkbox while importing. If there are no existing users, then the user will be imported as a new user.
• Click on Map and Import to proceed further to Step 2.

Step 2: Map and Transform

Mapping the fields Is necessary for a proper import of the customer data Into the WooCommerce website. This is to ensure that the column headers of the CSV file are In sync with the WooCommerce customer data fields. The “column header” indicates the CSV column headers and “Map to” fields corresponds to the WooCommerce database. For a smooth import, It is important that these names match. If they don’t match in case of custom columns) you will see a “Do not Import” under the column header, in this case, you have to map them manually. Columns with “Do not import” tags will not be Imported.

1. The import mapping window appears as shown below:

   

2. You can map the fields(WooCommerce fields) with column headings ( CSV file header). Map a particular field of Map to column by using Column header  drop-down list as shown below:

   

   Select a required option from the drop-down list. Here, a user ID is mapped to ID.

   Note: Mapping is very helpful if you are importing CSV from some other e-Commerce platform like Magento.

   Evaluation field

   

   It is used to fix/update the required value for the particular field. The settings to modify the field are as given below:

   • Assign any required constant value to field (=)
     For Example: Suppose, you want to assign test@test.com as the user email. Under Evaluation field, write =test@test.com in a user_email row.
   • To Convert the registered date to WooCommerce format, provide your CSV date format in the evaluation field.
     For Example: In CSV,  If you have entered the date incorrect PHP format as @ d/m/yy H:i:s (@ 13/07/2016 4:24:25) , then under Evaluation field, you must maintain the same date format as @ d/m/yy H:i:s  in the user_registered row. Then the plugin internally converts it in WooCommerce format as 2016-07-13 4:24:25.
   • Append any field by the required value
     For Example: Suppose, you want to append role by By HikeForce. Under Evaluation field, write &By HikeForce in role row.
   • Prepend any field by the required value
     For Example: Suppose, you want to prepend Billing First Name by Mr/ Mrs. Under Evaluation field, write &Mr/Mrs[VAL] in billing first name row.

   Note: Hover the mouse on? (Help), you can see the information about Evaluation field.

3. Enter the filename in the field provided to save the mapped field to reuse it later.
4. Click on the Submit button.
5. The users/customers will be imported from the CSV into your online store. The window appears as shown below indicating successful import.

   

6. You can see the imported user under the Users Page as shown below:

   

Update Users

Existing store users can be updated very easily by importing the updated CSV. As in the case of normal import, the CSV can be attached via a local file or via the FTP Server.

Step 1: Import Settings

Select Update User if exists checkbox for modifying users as shown below:

Once the CSV is attached, choose update user if exists checkbox and then proceed to Map and Import section.

Step 2: Import Mapping-Merge Users

1. Re-Map the fields if required as shown below:

   

2. Click on the Submit button.
3. The updated details of the users/customers will be imported from the CSV into your online store. The window appears as shown below indicating successful import.

4. 

   Note: If the user ID does not exist, then the user is imported as a new user.

Export Users

If you export users using the plugin, you get the CSV file which contains the data about all the users of the WooCommerce online store.

You can export all the required Users in just two very simple steps. The window to export the users appears as shown below:

In the first step, you have the option to filter the data that you want to export in the CSV file. You can filter the data that are exported based on the following fields:

1. Offset: Enter the user row number at which you wish to start the export.
2. Limit: Enter the maximum number of users that you wish to export.
3. User Roles: Select user roles for which you want to export details from the given list:
4. From Date: Select the date of registration from which you want to export the users by clicking on the calendar icon.
5. To Date: Select the date of registration until which you want to export the users by clicking on the calendar icon.

After you have entered the required filter click on the Apply Filter button. You will be able to see a preview of the selected users on the right-hand side of the page. Clicking on the reset button will clear all the filters that you have applied.

After the required filters have been applied, you can proceed to the second step by clicking on Step 2: Map and Transform button.  This will take you to the following screen.

1. Select a mapping file for export: Similar to import settings, you can select an existing mapping file for export. This option is enabled only when you create your first mapping file on any of the prior user exports.
2. Columns: Select the checkbox for required columns if you want to export specific columns. With the Column Name field, you can modify the column header in the CSV file. To do that, simply enter the required column name for the specific column.
3. Save the export mapping: Enter a mapping filename for exporting.
4. Delimiter: With this field, you can change the comma-separated file to ‘|’ or ‘.” separated file according to your requirement.
5. Export Guest Users: Check this option if you want to export the guest users of your website to be exported to the CSV file.
6. Include hidden metadata: Check this option to include hidden metadata from the third-party plugins.
7. Enable FTP export to export users from an FTP server.
8. Click Export Users, the CSV file gets auto-downloaded to your computer. The sample users CSV file is as shown below:Note: You can download the Sample Exported CSV.

Quick Export

To quickly export the required details of users, navigate to Customer Import Export > Import/Export > Quick Export.

The Quick Export screen is as shown below:

Select the required field from the listing and then click on Export Users, the user details will be auto-downloaded into your system. This file can be further used to import users back into your Woocommerce shop.

Export User(s) from Users Page

You can directly download the export file with all the fields. To do that, navigate to Dashboard > WooCommerce > Users. The Users page appears as shown below:

• To export Users, select them. From the Bulk Action drop-down list, select Download as CSV and click Apply. All the information about selected User(s) gets auto-downloaded to CSV file.

FTP/Cron Settings

FTP Settings for Import/Export Users

Import/Export users via FTP by setting up the FTP details.

You can create a new FTP Profile by clicking on Add new profile button. In the pop-up window that appears, enter in the FTP details like the following:

1. Enter FTP Server Host/IP.
2. Enter FTP User Name.
3. Enter FTP Password.
4. Enter the FTP Port number.
5. If the FTP server does not permit to open a data port as required by active mode FTP, you use the passive mode options to configure the FTP server. To accept passive mode FTP connections enable the passive mode.
6. Select Use FTPS checkbox to connect with the server securely.
7. Enter an appropriate profile name for reusing it later wherever FTP profile has to be chosen
8. Save the Profile. All saved profile will be listed in the FTP settings page.

Export Scheduler

Export scheduler consists of settings options for the automatic export of the users via FTP. It consists of following fields:

1. Select the checkbox to enable FTP export of users.
2. Choose the FTP Profile from the available list. FTP profiles are created from the FTP Settings page.
3. Enter the Export Path where the exported file should be saved.
4. if specified, the exported file will have the name entered in the Export Filename field.
5. Choose Enabled option to Automatically Export Users from FTP Server Host/IP.
6. Enter the required Export Start time for exporting the Users.
7. Enter the time interval in minutes for exporting users in the Export Interval [ Minutes ] field.
8. Check to include hidden metadata. 
9. Click Save Settings to save the FTP settings.

Import Scheduler

Import Scheduler consists of settings options for the automatic import of the users via FTP. It consists of following fields:

1. Choose Enabled option to Automatically Import Users from FTP Server Host/IP.
2. Choose the FTP Profile from the available list. FTP profiles are created from the FTP Settings page.
3. Enter the import path to where the imported file should be saved along with the filename.
4. Enter the required Import Start time for importing the Users.
5. Enter the time interval in minutes for importing users in the Import Interval [ Minutes ] field.
6. Select Update User if exist checkbox to merge existing Users with the updated details. The Merging is possible only if the ID of User already exists in your online store. Otherwise, the user is imported as a new one.
7. Click Save Settings to save the FTP settings.

Help Tab

The help tab provides shortcut links to the following:

• Detail set-up guide
• Extensive Documentation library
• Direct links to our support team
• Download sample CSV directly

For more information about corn job, please refer Setting Up The Cron Job.

Check out our WordPress Users & WooCommerce Customers Import Export Plugin.

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