Documentation/WordPress Users & WooCommerce Customers Import Export/Setting up WordPress Users and WooCommerce Customers Import-Export Plugin

Setting up WordPress Users and WooCommerce Customers Import-Export Plugin

Overview

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

You can import users/customers from the WooCommerce store as well as another e-commerce platform. It exports users/customers from the 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.

Installation and Activation

After purchasing the WordPress Users & WooCommerce Customers Import Export Plugin, the plugin will be available as a zip file in the API Downloads section of your My Account page. Refer how to download, install, and activate import export plugin.

  1. Download the zip file from API Downloads by logging into your WebToffee My Account page.
  2. Log in as the WordPress Admin from your online store.
  3. Navigate to Plugins > Add New to upload the plugins.
  4. The downloaded ZIP consists of a wrapper plugin- Import Export for WooCommerce along with the add-on WordPress Users and WooCommerce Customers Import Export.
  5. First, you will have to install and activate the import export wrapper plugin (wt-import-export-for-woo.zip).
  6. Then, install and activate the add-on (wt-import-export-for-woo-user.zip).

Pre-requisites

Use a CSV file to import users into your store. You can create the CSV either by exporting the Users/Customers to get the format of CSV or simply download the Sample User CSV.

The CSV Import file must be in UTF-8 format, if you need to know more about it read How to save CSV / Excel File as UTF-8 Encoded?

Getting Started

On installing and activating the plugins, navigate to the WebToffee Import/Export(Pro) menu from your WordPress dashboard.

Import-Export-Navigation

The plugin consists of five different sub-modules – Export, Import, History, Logs, Scheduled actions, and General settings. The following subsections explain each of them in detail.

Export Users

To export WordPress users or WooCommerce customers, go to WebToffee Import/Export(Pro) > Export.

Step 1: Select a post type

As a first step, you need to choose the post type as Users/Customers to start the export.

WooCommerce User Export-Step 1

Step 2: Select an export method

Choose from the options below to continue with your export: quick export from DB, based on a pre-saved template or a new export with advanced options.

WooCommerce User Export-Step 2

The below sections will explain how each of the export is done.

Quick Export

Quick export only exports all the basic/standard fields of the respective post type. You do not get to selectively filter the columns with this option except for the groups based on taxonomies/attributes/meta/hidden meta.

To include fields from either meta(custom fields) or hidden meta enable the respective groups. Now you can either click the Export button to start the Export or go to the Advanced options/Batch export window to enable batch export of users.

You can go to step 5 to know more about the advanced options.

From pre-saved template

Using a pre-saved template retains the previous filter criteria and other column specifications as per the chosen file and export data accordingly. You can also edit this file in the process and export it accordingly or export straightaway.

When this option is selected you will be able to choose a previously saved template from the Export template drop-down.

Once you select the template you can either edit its filters by clicking the Filter data button or go straight with Export. Navigate to step 3 to know more about filtering options.

New Export

A new export will take you through the entire process of filtering/column selection/advanced options that may be required for your export. You can also save this file for future use.

Move on to next step to filter the data.

Step 3: Filter data

Filter data that needs to be exported as per the below criteria.
WooCommerce User Export-Step 3

  • Offset-Specify the number of users that should be skipped from the beginning. e.g. An offset of 10 skips the first 10 users.
  • Limit – The actual number of users you want to export. e.g. A limit of 500 with an offset 10 will export users from 11th to 510th position.
  • User Roles – Input specific roles to export information pertaining to all customers with the respective role/s
  • User Email– Input the customer email to export information pertaining to only these customers
  • Date from – Date on which the customer registered. Export customers registered on and after the specified date.
  • Date to – Export customers registered up to the specified date.
  • Sort Columns – Sort the exported data based on the selected columns in the order specified. Defaulted to ascending order.
  • Sort by: Defaulted to ascending. Applicable to above-selected columns in the order specified.

Step 4: Map and reorder export columns

The default export column names can be seen in the screen below. You can edit these if required. If you have chosen a pre-saved template you can see the preferred names and choices that were last saved. You may also drag the columns accordingly to reorder them within the output file.

WooCommerce User Export-Step 4

You can map the columns for export on the basis of following grouped categories:

  • Default fields
  • Meta(Custom fields)
  • Hidden meta

Step 5: Advanced Options/Batch Export/Scheduling

Use advanced options from below to decide on the batch export count, guest user export, and schedule an export. You can also save the template file for future exports.
WooCommerce User Export-Step 5

  • Export Guest Users: Enable this option to export information related to guest users.
  • Download file format: You can export the users either in CSV or XML format.
  • Delimiter: Separator for differentiating the columns in the CSV file. Assumes ‘,’ by default.
  • Enable FTP export: On opting ‘Yes’, choose an FTP profile and specify the export path.
  • Export in batches of – Here you can give the number of records that the server will process for every iteration within the configured timeout interval. If the export fails you can lower this number accordingly and try again. It has defaulted to 0 records.

Now if you wish to save the configured settings for export, you can click the Save template button. It opens a popup to add a name for the template.

After naming the template click the Save button. Now the saved template will be visible on the previous templates list for you to choose from.

Alternatively, you can click on Export to directly get the file downloaded into your system.

Import Users

To import WordPress users or WooCommerce customers, go to WebToffee Import/Export(Pro) > Import.

For importing users/customers details to your online store, you can use your exported CSV or 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 it to your online store.

Step 1: Select post type

As a first step, you need to choose Users/Customers from the post type drop down to start the import. Now hit the Select import method button to proceed with the next step.
WooCommerce User Import-Step 1

Step 2: Select the import method

Choose from the options below to continue with your import: quick import, based on a pre-saved template, or a new import with advanced options.

Quick Import

Quick import only imports the fields from the input file that conforms to the specific column headers as required by the plugin. You do not get to selectively filter the columns with this option except for the groups based on taxonomies/attributes/meta/hidden meta. Use this option primarily when your input file was exported using the same plugin.

After selecting Quick Import as the import method, you can either start the Import or go to Advanced Options/Batch import to import users in batches. You can go to step 4 to know more about advanced options.

From pre-saved template

Using a pre-saved template retains the previous filter criteria and other column specifications as per the chosen file and imports data accordingly. You can also edit this file in the process and import it accordingly or import straightaway.

New import

A new import will take you through the entire process of filtering/column selection/advanced options that may be required for your import. You can also save this file as a template for future use.

Import Source(CSV/XML)

The products can be imported from following file formats:

  • Import from Local
  • Import from URL
  • Import from FTP

Step 3: Map and reorder import columns

In this step, map the standard/meta/attributes/taxonomies and hidden meta columns with your CSV/XML column names.

You can map your import columns to the appropriate WooCommerce data to import or merge users’/customers’ details.

WooCommerce User Import-Step 3

Columns are mapped automatically only if a matching header name is found in the input file. If not the value is left blank. If your input file header does not have exact names or if you need to edit the existing mapping you can simply click on the respective value fields corresponding to each row. Furthermore you can also assign expressions based on the existing input file columns.

The columns are further grouped into following categories:

  • Default fields
  • Taxonomies
  • Meta(Custom fields)
  • Attributes
  • Hidden meta

Evaluate field

The evaluation field can be used to append a value/expression to an existing item while import. It basically selects or map any column from the input file and compute values with expressions and creates output.

  • Input: Select the column from the drop-down which has to be modified.
  • Expression: Any of the operators +*/-()&@ or string constants can be used along with the attributes to manipulate the respective value. Enclose the operations within square brackets. e.g. if you want to increase the stock quantity of all imported products by 5 units during import simply use [{_stock}+5]. 
  • Output: The sample value will be created based on the first record from the input file.  You can use the expression as a value to proceed with the import with a modified value.
    Note: Columns that have no values in the input file may cause syntax errors if used in an expression as above.

Step 4: Advanced Options/Batch Import/Scheduling

Use advanced options from below update existing users, retain user passwords, notify new users or schedule an import. You can also save the template file for future imports.
WooCommerce User Import-Step 4

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

To schedule the import, hit the schedule option, you will be taken to the cron schedule window as shown below:

The plugin supports two different schedule types:

  • WordPress Cron: This type of scheduler depends on WordPress for scheduling your job at the specified time. However, this model is dependent on your website visitors. 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.
  • Server Cron: You can use this option if you have a separate system to trigger the scheduled events.

The server cron method will generate a unique URL that can be added to your system in order to trigger the events. You may need to trigger the URL every minute depending on the volume of data to be processed.

In addition, the import/export can be scheduled on a daily, weekly, monthly, or on a custom basis. The time at which the import has to be scheduled can also be configured.

Alternatively, to straightaway proceed with the import, hit on the import option. You can see the progress of the import. 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).

History

You can view a list of the runs and the status corresponding to every import/export with options to re-run, view a detailed log, or delete an entry in the History section.

You can get to the History section from the WebToffee Import/Export(Pro) > History.

Here you have different filters available to sort the list. You can sort it by the action type (ie; all/export/import), status ( all/finished), date ( ascending/descending), and by the maximum records to be included in a page.

Logs

Lists developer logs mostly required for debugging purposes. Options to view detailed logs are available along with delete and download(that can be shared with the support team in case of issues).

You can get to the Logs section from the WebToffee Import/Export(Pro) > Logs.

Scheduled Actions

Lists all the scheduled processes for import and export. You can disable or delete unwanted scheduled actions to reduce server load and reduce the chances for failure of actively scheduled actions.

You can get to the Scheduled Actions section from the WebToffee Import/Export(Pro) > Scheduled Actions.

General Settings

The basic settings pertaining to all the components across the plugin are configured within the general tab.

Got to WebToffee Import/Export(Pro) > General Settings to access the settings page.

In this section, you will be able to configure certain settings that apply to all the features of the plugin.

Enable history auto delete – The history section within the plugin keeps the history of all the import and export processes. You can enable auto-delete of history by choosing ‘Yes’.

Maximum entries – Here you can specify the maximum records to retain in history. It will limit the number of records with the status ‘Finished’ to the number you have specified. E.g if you input a count of 50 the system will retain only the most recent 50 number of records with the status ‘Finished’. All other records of any other status e.g In Progress (that may be active as a part of the cron operation) will not be impacted by this count.

Default Export method – Here you can choose a default export method for export from the three given options. Quick export is chosen by default.

Default Export batch count – Here you can give the default count for the records to be exported in a batch.

Save Import log – Here you can choose ‘Yes’ to save the import log as a text file and to make it available in the history section. If not you can choose ‘No’.

Default Import method – Choose an import method from three options Quick import, Pre-saved template, and new import.

Default import batch count – Provide the default count for the records to be imported in a batch. 100 is given by default.

Once you are done with configurations click Update Settings.

FTP Settings

The plugin is equipped to handle multiple FTP profiles. These dedicated FTP profile settings can be used to manage and manipulate easy scheduled import/export.

Import or Export-Add new FTP profile

Help Guide

Help Links provides direct links to resources like documentation and support.

Import or Export - Help

Know more about WordPress Users & WooCommerce Customers Import Export Plugin.



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