Data import

Any users that you already had in your stock WordPress install are automatically imported, or you can use the Import Users action under User Reports to bring in new users.

Presspoint allows you to import user and commerce data via CSV in 4 easy steps

  1. Select your data source
  2. Configure the import options
  3. Map the fields
  4. Run the import and view results

Selecting your data source

FIND IT: Presspoint dashboard »  Users » Actions tab

1. Go to the Actions tab on the Users Reports view and select “Import”

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2. Give Import a name, so you can refer back to it in each User’s history, then upload your CSV

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* Note. You do not have to specify your column headers in your CSV. During the import, you will match up your data with existing fields in Presspoint.

Import options

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1. Handling duplicates. If you want to avoid duplicates on import, choose your primary field. Email address is the standard key but you can specify other fields using the “unique” identifier when editing your fields. Presspoint uses this to lookup if the user already exists on the system. Selecting your overwrite preference will give you options on what to do if the user already exists in the system – you can choose to overwrite fields, or just append where the field is currently blank.

3. Log Items. This will create a log item in each imported user’s history which is useful if you want to keep a record of where the user came from or, if you want to track a profile update by a source. The default is “yes” but it’s ok to say “no” – adding log items adds to your database and slows down the imports so, unless you really need them, it’s probably best to say no.

4. Date format. Choose the date format contained within your CSV – if you have dates. Make sure you select a date field in the CSV for each column and inspect the actual format as this is often a detail that gets overlooked and isn’t immediately noticeable after performing an import.

 

Map fields

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  1. For each field in your CSV, choose the corresponding field in Presspoint. This seems obvious but make sure you have created the field prior to the import – nothing’s more frustrating than getting this far and having to go back to your form/profile to add a field you forgot.
    Note: if you start typing in the dropdown, autocomplete will jump to that field

Special Field Types

If you’re importing to our multitext field or importing/assigning multiple values for checkboxes (eg. Taxonomies in WordPress and Presspoint) then there are some special considerations to keep in mind:

  1. Multitext: Because multitext fields consist of a primary value and a “type” modifier (eg. Telephone with options for mobile, home, other, etc.) you can import multiple value|key pairs in one field as long as the pairs are separated by a comma ‘,’ and the value|keys are separated a “pipe” ‘|’. here’s an example: {value}|{key},{value}|{key}. Make sure that the “key” corresponds exactly to the key field when editing the field in “Manage Fields” as the importer is case sensitive.
  2. Taxonomies: you can import multiple terms for a taxonomy/checklist in one field as long as the terms are separated by either a comma ‘,’ or a “pipe” ‘|’. If you look at the .csv using a text editor, you would see something like this (where the double quotes encapsulate a field): “{first term}, {second term}”,”next field” OR “{first term}|{second term}”,”next field”

Run import

  1. Click import users
  2. Presspoint will pull in all the users and give a report
  3. You can view the new users in a list by clicking “Show Results”

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It’s important to note here that two major factors must be considered here: The resources of your server and the size of your file. Many hosts impose time and size restrictions to processes. Presspoint does it’s best to negotiate higher rates for you but it isn’t always successful. In the event you import times out, you’ll get an email with a link to download a CSV with the completed imports logged. From there, you can roughly estimate how many rows of a CSV your serve will allow – breaking up your source file based on this information is a good way to proceed.

Note: this would be a good time to save this list as a Smart List if you want to pull up this exact list, or you can do it later by creating a Smart List based on the Log item.

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Importing Financial Data

Presspoint can also import transactional data so long as a few required fields are filled out in your import file. In the field selection dropdown above each column of your import file there is a section for financial data – it is immediately below your profile fields and is called “Item Details”:

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In order to successfully import a transaction, you must match a value for:

  • Item Date
  • Item Title

Additionally, you would be well-served to have values for the following, otherwise your results will not display as anticipated when running reports:

  • Total Amount (Which should be calculated as the amount of the item multiplied by the quantity desired)
  • Quantity

Remember to, if you are importing transactions for users that are already in the system, make sure that you match on a unique identifier – in most cases, this will be an email address, however, Presspoint does allow you to select other unique identifiers of your choosing.

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