Please note, before import implementation, in case you perform it at the first time, we strongly recommend to make the backup of your store database!
You can make a backup using Tools -> Database Backup/Restore wizard.
Open Import wizard from the top toolbar of the Users page.
or call the context menu via right-mouse clicking:
The first step of the wizard requires specify the filename and the file path in the upper field. For more convenience use the browse button.
Take into account the 'Select source to import file from...' area - there are three variants the possible location of a file:
- locally - in case your import file is placed on your computer and you can specify the local direction to it;
- HTTP URL to file - your file is on the web-server and you have access to the server and its directories.
First of all, check URL in your browser - if you have the opportunity to open and preview the file by using current file URL path - it is available and you can proceed with the import.
- FTP URL to file - this field serves to specify the file path located on the FTP server. Check your FTP credentials before filling the form below:
Go to Preferences - > FTP section and press 'Test Connection' button to verify the settings. If you get the following message:
you have an opportunity to specify the FTP details and FTP directory in the current form. Otherwise, you should contact your hosting company to clarify your FTP access details.
To move to the next step of import click on the 'Next...' button at the bottom. In order to move to the import step you need, without going through all the steps gradually, use the numbered boxes with the names
of the import steps inside on the left.
2. Select fields delimiter and quote characters page contains some important settings to separate data.
The typical delimiters are the comma (,), semicolon (;) and tab character ( ), however other symbols can be used as well.
On the preview table below you can see how selected delimiter affects the data displaying.
Quote string values - specifies the character used to separate strings in the CSV file. Leave this field unchanged.
In case at the first row of import file there are the field names, i.e (see an illustration below),
do not forget to check the appropriate field at this step of import.
If you file looks like in the image below you should leave this field unchecked:
3. Fields linking is the most important step of the whole import process and requires to assign the columns from a file to the appropriate fields in your store database.
Use the drop-down list to find the necessary source field:
Or select the field on the left and double-clicks on the corresponding columns on the right to make it assigned to the selected position.
Identification fields in import - check the necessary positions by which the WooCommerce import will search for a user. The users will be modified if found, if not - new customer (user) will be added.
By using the top toolbar you can facilitate the linking procedure.
'Auto Link All' helps to link all possible columns from a source file to the most suitable fields from the store database. Please note, it works only when the file columns names are the same (similar) as the store database fields.
'Unlink All' button - clear all "csv col" values at the left pane.
To link or unlink the selected positions separately - use the options from the toolbar.
Check if the all necessary data are linked with the appropriate columns from a source file.
You should note, the fields that have assigned the appropriate CSV columns will be updated and all the other ones - unassigned - will not be changed.
You have also a possibility to extend the current import functionality by adding the appropriate formula - expressions. With the simple expression, you can combine some values positions in the appropriate fields of store
database or add additional data to your imported details. For example, if the Website name is not specified in your import file, it can be added by executing the following expression:
where COL(x) refers to the column's number in the CSV file that matches the website information:
Press the 'Insert...' button on the toolbar to select the necessary fields value from a drop-down list.
To check the correctness of this formula hit the 'Execute...' option. You will get the result in a lower pane of the editor form.
If you want to add more complex transformation for your imported data, for example, extracting the certain positions from the database or group data by a certain position, add a condition, under which the data will automatically
change their values, etc. - all this is possible, provided queries to the database tables. It requires some SQL skills. Please check the following chapter about the Custom SQL section of Store Manager.
To create the appropriate query open the Editor form by helping with the ‘Add Custom SQL’ option.
To delete the extended formula from the SQL list - use the button for removal:
A separate part of the current window occupies an area to create the skip rules. In other words, conditions under which the import data will be skipped - not be imported.
By using the ‘plus’ sign you can create as many rules as you need. To remove the selected rules from a list - press the 'minus' sign below.
Fill the form which appears:
In case, using the expression formula you should specify the value to which this expression will be used - you can take if from the store database or from a file’s data.
If the main actions on this step are done you can go to the final page of import process - ‘Options’ .
4. Select the appropriate method for processing import data at the top:
- to add new items if it is not already in your database store and modify the existing ones - press the 'Add and Modify' command;
- only add the new records without any additional changes in the store - 'Add Only' command;
- only update the existing items but not add new ones, even if the importing products do not currently exist in the store database - 'Modify Only';
- the last option - 'Just Add' allows to add the products from a file as a NEW without searching or validating existing data. Be careful, this action can lead to the duplicate records at your database!
Press ‘Show advanced options’ button and you will see the base date/time formats and value’s separators.
You can specify the row number, from which you want to start importing and the row number, to which the data will be used in the process.
The fields already contain default values, which may be changed, if necessary. You can set the default settings on this step after pressing the 'Set Default' button.
To check the data for import before the start transmission , click on the 'Preview import data' option . You will see the preview table in the separate window:
Attention! The import process will start, when you press "Import" Button!
The last window of WooCommerce Import Wizard displays results and errors if any emerged in the course of the import process.
To use these configuration settings in the future - save them directly to the Wizard or to a separate file by clicking on the appropriate button below.
To have an opportunity to use current import settings in the next import processes - save them to a separate file or to the Wizard list directly:
You can also remove the selected configuration or clear all configurations at once by helping with one-mouse-clicking on the corresponding option from the drop-down menu.
‘Finish’ button allows to exit from a Wizard and check the data after import at your store.
5. Users Management >