[Resolved] Customer Registration with custom fields

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[Vikram]

I have an ERP desktop application for managing customers and other accounts. Now I shall import/export data between that desktop application and WordPress to automate and minimize manual work. Since, the desktop application stores its own required fields so there will be several custom fields for Products, Orders and Customers. In the data import/export module using Woocommerce orders will be placed by customers which will be exported from WordPress to desktop application and inventory will be imported to WordPress from desktop application.

Plugins: Woocommerce, Elementor Pro, Ultimate Addons for Elementor, Toolset
Theme: Astra

1) Customer Registration:
As my requirement I want all customers register and login via Social Media account. The customer role is assigned only after I confirm them or else delete those requests made through Signup. Also, during this process I may enter some field value which shall be used for mapping or linking customers in WordPress with customers in desktop application.

I am using Ultimate Addons For Elementor - Login Form widget ( hidden link ) for initial Signup step but for next step (redirect url after login) I not sure whether I use User Registration Form widget of Ultimate Addons for Elementor ( hidden link ) or Toolset to meet the requirements I mentioned above where I get a list of requests which I can accept or reject.

2) Import/Export Feature:
As per my current requirements is the free version of WP All Import and WP All Export along with WP All Import - Toolset Types Add-On BETA sufficient or I will be required to have the paid version?

Regards.

[Luo Yang]

Hello,

Both of your requests are not available within Toolset plugins.
1) Customer Registration.

In Toolset side:
You can use Toolset user form to create new WP user, after user submit the user form, redirect him to Woocommerce cart page, and after he complete the order, then the new user created, see our document:
https://toolset.com/course-lesson/charge-users-for-registering-premium-accounts/

2) Import/Export Feature
You are asking for import Woocommerce orders data, there isn't such kind of built-in feature within Toolset plugins, I have searched it in google, and found some related plugins, for example:
https://wordpress.org/plugins/order-import-export-for-woocommerce/

For your reference.

[Vikram]

Hi,
Unfortunately I was unable to make you understand my requirement and maybe you missed the point I was trying to say in both. Sorry for my poor explanation. I will try to elaborate more to make it clear.

1) Customer Registration:
I have already created an option to create a user with Social Media Account using the widget "Login Form widget" available in the plugin "Ultimate Addons For Elementor". Now this option creates a user with role as "Subscriber". This widget has option to set redirect url after login.

In the next step I want to set a "Toolset Form" in redirect url after login in above process. Now this "Toolset Form" should accept all custom fields of same user ( with same role "Subscriber" till this stage) from same user. These users should be available in a list to me (or admin) in some new page maybe using "Toolset View". For each row in this list of users ("Subscriber"), I shall have two buttons accept or reject. Accepted users should turn into "Customer" from "Subscriber" i.e. changed user role. Rejected users are deleted. Accepted users are actually verified and linked customers from ERP desktop application.

2) Import/Export Feature:
I am already aware that there isn't any built-in feature within Toolset plugins to import Woocommerce orders data. So I clearly mentioned three plugins in my question. They are:

WP All Import (free version from https://wordpress.org/plugins/wp-all-import/)

WP All Export (free version from https://wordpress.org/plugins/wp-all-export/)

WP All Import - Toolset Types Add-On BETA (free version from hidden link;

Since there is already an article about WP Import and Toolset integration (refer https://toolset.com/2018/10/wp-all-imports-integration-with-toolsets-types-fields-and-post-relationships-makes-it-easy-to-import-your-data/) so I asked if Toolset team can confirm me if these free version of plugins are sufficient or I will be required to have paid version ( hidden link ).

Regards.

[Luo Yang]

It is still not clear.

Q1) "Toolset Form" in redirect url after login in above process
Toolset Forms plugin can create/edit users, it can provide login feature, if you need a login form, please try [wpv-login-form] shortcode:
https://toolset.com/documentation/programmer-reference/views/views-shortcodes/#wpv-login-form
Above shortcode supports "redirect_url" parameter:
If redirect_url attribute is set, visitors will be redirected to the specified URL.

Q2) Customer Registration
I assume you are going to display a page for WordPress administrator, in this page list all users in role "Customer", each row display two buttons: accept or reject.

If it is, it needs custom codes, you can try these:
1) create a new page for WordPress administrator users
https://toolset.com/learn/create-membership-site-wordpress-using-toolset-plugins/restricting-read-access-specific-pages-posts-members/#step-2-grouping-content-with-the-same-access-control

2) In above page display a user view, query users in role "Customer", display below two editing user forms

3) Setup two editing user forms,
- one display submit button as "accept"
- another display the submit button as "reject"

4) After user submit above forms. you can use action hook "cred_save_data" to trigger different PHP function:
https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data
- For "accept" form, update user's role to "Subscriber":
https://developer.wordpress.org/reference/functions/wp_update_user/
- For "reject" form, delete user
https://developer.wordpress.org/reference/functions/wp_delete_user/

Q3) Import/Export Feature
The "WP All Import - Toolset Types Add-On BETA" is for import Toolset custom fields and post type relationships, see their document:
hidden link

I am not sure they can import Woocommerce order data, I suggest you check it with their support:
hidden link

[Vikram]

Customer Registration:

Step 1 - Register & Login user with Social Media:
As per built-in feature I believe Toolset has no such feature like Social Login and Register i.e. Register and Login users using Social media accounts like Facebook or Google. Toolset has option to create user just through email id. So I used Login Form Widget available in Ultimate Addons for Elementor(UAE) Plugin (refer image attachment or hidden link). The default user created here through UAE plugin has role as "Subscriber".

Step 2 - Accept/Add additional details about the user just after login:
An image I have added as attachment shows how this UAE plugin widget has "Custom Redirects" option where I shall be adding url of "Toolset Form". Here, the purpose of "Toolset Form" will be to add and store additional fields(details in addition to default Woocommerce fields for Customer) about user. However, even after adding additional field values the user shall remain with same role i.e. "Subscriber" as in Step 1. This user is now in queue with other same requests to become a verified Woocommerce Customer.

Step-3 The admin checks list of user requests(created by Step 1 and Step 2) and either accepts or rejects them:
All users who registered with Social Media (from Step 1) and provided additional details (from Step 2) are displayed in a list (refer image attachment). The additional details (from Step 2) are editable so that admin can rectify here. Accept button creates Woocommerce customer and turns the "Subscriber" user role to "Customer". Delete button deletes the user.

[Luo Yang]

Step 2) When user login your website, you can display a editing user form, for users to edit their user's fields:
https://toolset.com/course-lesson/using-forms-to-create-an-edit-your-profile-page/

Step-3) In your screenshot:
https://toolset.com/wp-content/uploads/2020/07/1684999-Customer_Registration_Request_List.jpg
There are two buttons:
- Accept
- Reject
One field:
- Custom field value

You can setup "Custom field value" + "Accept" into the "Accept" editing user form as I mentioned above:
https://toolset.com/forums/topic/customer-registration-with-custom-fields/#post-1684673

So administrator can edit the user then change that user's role to "customer" with action hook "cred_save_data"

[Vikram]

Here administrator creates custom user profiles by adding custom fields to user profiles (Subscriber & Customer). Now I would like to know if these additional fields should be present in user profile (in case of "Customer" role) or it should be in Customer under Woocommerce? Is there any major difference in this and will that make any difference while Woocommerce Data import/Export process?

And finally I would like to make feature request to add "Register and Login using Social Media account" in Toolset.

Regards.

New threads created by Luo Yang and linked to this one are listed below:

https://toolset.com/forums/topic/split-customer-registration-with-custom-fields/

[Luo Yang]

I assume the original question of this thread is resolved.

According to our support policy:
https://toolset.com/toolset-support-policy/

We prefer one question one ticket.

For the new questions please check the new thread here:
https://toolset.com/forums/topic/split-customer-registration-with-custom-fields/

[Vikram]

My issue is resolved now. Thank you!