5.3 Import Users

fmUsers

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.

Database backup

Open Import wizard from the top toolbar of the Users page.


Import Users Data

or call the context menu via right-mouse clicking:


Import Users from Context Menu

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.


Browser button in Select Source File

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.


HTTP URL to a file

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:

FTP URL to a file

Go to Preferences - > FTP section and press 'Test Connection' button to verify the settings. If you get the following message:

FTP test connection

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.


Numbered boxes and Next button

2. Select fields delimiter and quote characters page contains some important settings to separate data.

Select delimiter character

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.


Table Preview during Delimiter selecting

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),

Table with the field names in the first row


do not forget to check the appropriate field at this step of import.


First row contains fields names but not values

If you file looks like in the image below you should leave this field unchecked:


The values name in the first row of a file

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:


Choose fields to link

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.


Identification fields to import

By using the top toolbar you can facilitate the linking procedure.


Linking step's top toolbar

'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.


Link/Unlink selected positions

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:


CONCAT('Your_Website_Name',[CSV_COL(x)]) ,


where COL(x) refers to the column's number in the CSV file that matches the website information:


Example of simple expression formula

Press the 'Insert...' button on the toolbar to select the necessary fields value from a drop-down list.


'Insert values...'  option in Expression Editor form

To check the correctness of this formula hit the 'Execute...' option. You will get the result in a lower pane of the editor form.


Execute Expression Option

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.


Add Custom SQL button

To delete the extended formula from the SQL list - use the button for removal:


Delete Selected Custom SQL

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.


Skip Rules Area

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:


Skip Rules form


  • specify the rule’s type value   -  from resource file, from store database or from the expression .

  • indicate the value which will be used for your rule;

  • clarify the equation sign between the two parts of the rule.


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.


Use expression in Skip Rules Form

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.


Show Advanced Options form

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:


Preview Import Data

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.


Preview Import Results

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:

Save configuration option


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.


Delete or Clear Configurations


‘Finish’ button allows to exit from a Wizard and check the data after import at your store.



By eMagicOne Inc.

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