Import Users

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

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

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:

• imports the basic/standard fields of the respective post type.  
• used primarily 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.

• 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 columns.
• Navigate to Step 3 to know more about mapping import columns.

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

• 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. Preferred names and choices that have been saved for the last time can be viewed by choosing a pre-saved template.
  2. Meta(custom fields)
  3. Hidden meta
     
     
• Click on Step 4 to proceed.

Evaluate field

Appends 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.

• On reaching Step 4, the following window will appear, from where one can:
  1. Update Only: If you choose “Yes,” the store will only be updated with data from the input file for matching/existing records in the file. When you choose “No,” the entire data from the input file is processed for an update or insert, depending on the situation.
  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).

• Click on Import/Schedule to finish.

You can either import the users directly into your store or schedule the import.

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.

In addition, 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

When the import is done, a pop-up window will appear with the import status, including the number of active and failed imports (if any).

To know more : WordPress Users & WooCommerce Customers Import Export Plugin.