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[Resolved] Importing a CSV user data to new site

This support ticket is created 5 years, 1 month ago. There's a good chance that you are reading advice that it now obsolete.

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This topic contains 5 replies, has 2 voices.

Last updated by Nigel 5 years, 1 month ago.

Assisted by: Nigel.

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#1357479
csv.PNG

Hello,

I have an old membership site built using Toolset that setup members as CPT's. I did this at the tie because I needed to link those members to CPT's cashless check-outs of materials. All this to say that now I am working to transfer those members to users. I have been able to do a test export from my old site and importing to a new testing site. I have created Custom Fields for users that match data from my old site, but when I transfer over, the data doesn't fill in on the backend of the user. How can I get the fields to match so that my old data transfers? Should I be using WP All Import so that this works properly?

Thank you.

#1357719

Nigel
Supporter

Languages: English (English ) Spanish (Español )

Timezone: Europe/London (GMT+00:00)

Hi Arrien

What are you using to import the user data?

Whichever tool you use will have requirements for the formatting of the CSV file, and you may need to manipulate the CSV file so that it corresponds to the expected format.

Something like WP All Import is more flexible, but I think you need the paid add-on for importing users.

#1359017

Hi Nigel,

Okay. So if I had a field for my custom post type member wpcf-individual-affiliation-with-concordia and I wanted that to populate as user information would I create a column in the CSV that had a header of wpcf-individual-affiliation-with-concordia?

Let me know.

#1359029

Nigel
Supporter

Languages: English (English ) Spanish (Español )

Timezone: Europe/London (GMT+00:00)

I don't know what you are using to import your CSV data.

Most CSV importers are typically for importing posts. What are you using to import users via CSV?

If you export your member posts including their custom fields then your CSV file will include a column "wpcf-individual-affiliation-with-concordia". If your objective is to simply import users that have this value for an individual-affiliation-with-concordia field, then, yes, you will need a column for wpcf-individual-affiliation-with-concordia (assuming that your CSV importer understands that this should create a usermeta entry), but you will also need to go to Toolset > Custom Fields and create/edit a field group for user fields that includes a individual-affiliation-with-concordia field. (The 'wpcf-' prefix is used for storing Types custom fields in the WordPress meta tables (post meta, or user meta, or term meta).

#1361707

Hi Nigel,

I am using WP All Import.

What about child posts of the member posts? Will I be able to reconnect them once members have become users?

Thanks

#1361841

Nigel
Supporter

Languages: English (English ) Spanish (Español )

Timezone: Europe/London (GMT+00:00)

You cannot connect them using Toolset post relationships, because they are for relating posts.

The advice for creating relationships between users and posts is to create a profile post authored by the user and use that profile post in the relationships with other posts, which I think was your starting position. See https://toolset.com/documentation/post-relationships/how-to-create-custom-searches-and-relationships-for-users/

You could "connect" posts and users by simply making the user the author of the posts, it depends on your needs.

See this post about using WP All Import for importing relationship data: https://toolset.com/2018/10/wp-all-imports-integration-with-toolsets-types-fields-and-post-relationships-makes-it-easy-to-import-your-data/