There are seven sections in the WP Ultimate CSV importer.
Section 1: Dashboard
Section 2: Import/Update
Section 3: Media
Section 4: Manager
Section 5: Export
Section 6: Settings
Section 7: Support
SECTION 1: DASHBOARD
In the dashboard module, you can view the statistics of import, update, and export details.
- Monthly Analysis
The Importers Activity shows the stats of the total number of posts, pages, or other data imported on your WordPress in months.
- Data Analysis
Import Statistics shows how many posts or pages or other WordPress modules data are inserted, updated, and skipped.
SECTION 2: IMPORT/UPDATE
Instant or Scheduled data import/update
WP Ultimate CSV Importer allows you to do the following process
- WordPress Data Import
- WordPress Data update
- Scheduled data import/update
I. WordPress Data Import
Importing 1000 of data and planning it to update on the WordPress website is done easily with the help of the WordPress CSV importer plugin.
Why WordPress Ultimate CSV, XML Importer?
WordPress import export(WP Ultimate CSV Importer) plugin is a perfect solution for website content migration. For illustration, you have a blogging website and you want to transfer 1000 blogs to another website. When you are doing it manually it takes a lot of time to create each post manually in WordPress.To reduce this effort, we developed a powerful CSV importer plugin.
Import CSV/XML data into WordPress #
Ultimate CSV Importer lets you import your CSV/XML data in 3 simple steps.
- Step 1: Upload the file & choose a post type
- Step 2: Mapping import file header fields with WordPress fields
- Step 3: Manage media uploads & import of CSV/XML file
Step 1: Upload the file & choose a post type #
The first step is to upload the CSV file or other supported format import file to the CSV importer. There are 4 methods used to upload your file. You can choose your file from your desktop, FTP, or paste an external URL or from a server. The auto delimiter support is available for “,”, “t”, “|”, “;”, “:” delimiters.
Method 1: Desktop
Upload your CSV file from the desktop. It supports four file formats CSV file (.csv), XML file (.xml), Text file (.txt), and Zip file (.zip).
Method 2: FTP/ SFTP/ FTPS Upload
You can upload your CSV and XML files from FTP, SFTP, or FTPS. To access your file you have to provide information such as:
- Hostname
- Host id
- Username
- Password
- File path
Get to know how to import/update WordPress data via FTP/SFTP.
Method 3: External URLs
You directly upload files from external URLs such as Google Sheets and Dropbox. You have to provide the URL for your CSV for Google Sheets. You can choose an XML file or CSV from Dropbox.
Import Google Sheets Data into WordPress
Create a Google Sheet to import with CSV Importer. You can also download the google sheet as CSV and import them. The moment you drop the file and process the import steps, it will allow you to select which columns to import. You can use the drag and drop method to drag and drag the google sheet fields to the wordpress fields. In this way, the import will be processed.
To import Google sheet data from WordPress, follow the below steps:
- Navigate to the CSV importer plugin. Here, click on “Upload from the URL”
- Copy and Paste the URL of the Google sheet that you need to import in the File Path section.
- In the Mapping Section, you can map all the desired fields you need to import. That is you can also leave the undesired fields as empty that you don’t want to import.
- Configure the manage media uploads and click Import.
Method 4:
You can upload your CSV or XML file from the server. You can browse data from the server instance.
Step 2: Choose post type #
- After uploading the file, a new activity gets open. You have to choose whether the data you want to import is update existing content or fresh import.
- Then you have to choose the post type from the dropdown(Import each record as)
- posts
- pages
- comments
- nav_menu_item
- widgets
- users, etc.,
Step 2: Mapping import file headers with WordPress fields #
The mapping section allows you to map CSV/XML fields with the corresponding WP fields. WP Ultimate CSV Importer provides two different mapping options.
- Advanced Mapping
- Drag ‘n’ Drop
Note:
Only the mapped fields of your import file will get imported.
When you provide the wrong header in the import file header, the data from the import file header field will get imported, that is it’ll be imported in the wrong WP field. So while mapping the fields check twice the header mapped for the appropriate WordPress fields.
How does Mapping occur?
Once you choose the post type, the importer will list out all the WP fields of the particular post type. If you choose to import records as Posts, then it’ll show WordPress posts fields. When you map the CSV/XML headers with WP fields, the file values will get stored in that particular WP field you mapped. So that the data from the CSV/XML file gets stored in WordPress.
1. Advanced Mapping
WP Ultimate CSV Importer automaps the fields, if your CSV headers and WP field names are the same. There are no restrictions in providing name for your CSV header. If you’re using a different header name you have to choose the desired header field name from the drop down. You can also provide the WP Field values instantaneously during your import by choosing Header Manipulation from the drop-down and you can define the CSV fields and Static text within the curly braces using the static field. You can also merge multi-column values and perform arithmetic calculations with the formula field.
There are two types of actions performed in Advanced Mode. Header manipulation and Arithmetic Operations
Header Manipulation:
You can merge the column by choosing the Header Manipulation field from the drop-down. Now you can define the CSV fields and Static text within the curly braces using the static field.
Watch the video to learn how to work with the Header Manipulation field in CSV Importer:
Arithmetic Operations:
You can merge column values to perform arithmetic calculations with the formula field.
2. Drag ‘n’ Drop Mapping
It lets you drag & drop the CSV fields to the corresponding WP fields. It provides a complete working experience exactly like your WordPress view. You can simply drag the CSV/XML fields on the right side and drop them in the desired WP Fields on the left. From here you can also preview the mapped CSV fields.
Styles Formatting:
The new WYSIWYG editor in post_content allows you to add styles to the content. The style formatting includes bold, italics, bullets, and numbered items.
Note:
This feature allows you to add style to static content along with drag and drop dynamic data columns.
The result will be importing all the post content body build with the same static-styled text.
Terms and Taxonomies:
In WordPress, Terms refer to taxonomies. There are two types of taxonomies: category and tag. In category, you can import your post categories and in tags, you can import your keywords.
For example, you’re writing a blog on the Digital marketing category you display on the website. For this, you have created a field as the taxonomy in the CSV file. So that you can map your taxonomies in WordPress. Like the same, in the tag field, you can add tags for that post.
Supported Modules #
Posts | Pages | Custom Posts | Event |
Recurring Events | Location | WP eCommerce | Marketpress |
WooCommerce | eShop |
Custom Fields
You can also add extra necessary fields while you perform the mapping. The ADD CUSTOM FIELD button helps you to add new Custom Fields. You can create new fields based on your needs.
Save Mapping
With CSV Importer, you can save your field mapping as a template. So, you no longer need to repeat the mapping every time you import the existing item. To save the mapping, add your Template name in the “Save this mapping as” section. Then click Continue, now the mapping will be saved, and proceed to the next step.
Use Existing Template
The saved templates will be shown in the initial step of your mapping on future imports(as given below). You can choose the existing mapping or start a new mapping.
Step 3: Manage Media Uploads & Import Configuration #
WP Ultimate CSV Importer lets you import images in bulk separately or import inline/featured images along with your post, page, WooCommerce, or any other post type. It also offers you some advanced options for featured image import. To know more about image import, please refer to WP Ultimate CSV Importer Image Import.
- Manage Media Uploads – In this section, you have to choose one among the three.
- Post content image option- Choose whether you have to download an external image specified inside post content or not.
Importing of CSV/XML File
At last, you have to configure the import of CSV/XML files. With an improved import engine, the plugin can handle any size of bulk import as CSV or XML file without any server-side changes like max. execution time settings in php.ini. This means the plugin itself can do bulk imports straight away without any issues like crashes or stalling at import-export events. But not just import, WP Ultimate CSV Importer provides you with some advanced options like Duplicate check, RollBack, and Maintenance mode to make your import more secure. The configuration items are,
- Backup before import
- Maintenance mode
- Handle duplication
- Scheduling import
1. Backup before Import
RollBack option lets you get your database backup before your import. This feature helps in maintaining your database integrity. To take a backup of your database, check on the Enable safe pre-state option. If an unexpected error arises during the import. Easily retrieve the previous state using this RollBack option.
2. Maintenance Mode
With this, you can notify your visitors that your website is under maintenance. You can run important updates at the backend without any intervention. It helps you to maintain your WordPress database more optimized. To run the maintenance mode, check on the ‘Do you want to SWITCH ON Maintenance mode while import?’
3. Handle Duplication
This handles duplicates by providing the default WordPress field to check for duplicates. CSV Importer will check for the duplication in the field and Skip the record. This prevents duplication of records during your import. To handle duplicates, click ‘Do you want to handle the duplicate’. In the existing record choose the desired WordPress field from the drop-down.
4. Schedule Import
This plugin allows you to schedule your import and update processes based on your own UTC. In the schedule, add the Date, Frequency, UTC Time, and Zone. Now click on Schedule, and the import will run at the chosen date and time.
The data gets imported using the WP Ultimate CSV Importer plugin. Importing the data without a scheduled process lets you see the import log summary of the imported/updated records one by one like below.
But before you get this page, an import completed pop up window will appear instantly when the import completes. It provide the import completed message along with two button to download as CSVs. One is the Summary button which contains all the import or update process details with their statuses. Refer to the below screenshot for example.
The other one is failed media. This CSV provides the list of all failed medias which you can edit and reuse it later. The CSV contains information like media id, post title, file name, caption, description, alt text, actual url, status and file url.
WordPress Data Update #
WP Ultimate CSV Importer allows you to update your existing WordPress data from any CSV/XML file. Once your CSV/XML file has uploaded, check the Update Content option as you’re going to update your existing data.
How to update a CSV file in WordPress?
An update of existing WordPress information will be done based on Post Title, ID, and Slug. For WooCommerce Products, you have an additional option to update based on SKU. You can choose any one of these fields in the final step from the Update records based on the drop-down. Based on the value you have chosen, WordPress data will get updated. The mapping and import sections follow the same procedure.
- Upload CSV or XML file by using the four methods detailed in Step 1 of WordPress Data Import.
- After uploading the data, you have to select the update content option.
- Follow Step 3 as same as WordPress Data Import.
- In the Import configuration, you have to choose the field that you are going to update and follow the other steps.
Stage 3: Media
The Media section is particularly for importing images. You can import both external and local images. That is import images hosted elsewhere and images from your local devices to your WordPress media library.
How to Import Images from desktop or local device
To import images from desktop or local devices to your media library, you need to prepare the images as a zip file. The zip file can contain multiple images packed as multiple folders, or single folder, or only images. Next, you need to prepare an import file with image fields like file name, caption, title, description, and title. Now follow the below instructions to import the images zip to your WordPress media.
- Visit the Media tab inside the Ultimate CSV Importer plugin.
- It opens a popup window that asks you to select any one option ‘Device’ or ‘Remote’.
- Select the option Device as we’re importing the images from local devices. It will direct you to a page where you need to upload both image’s zip and its csv.
- Update the images zip file first in the Media Upload Fields. After you upload, it asks you to choose the images to import from the zip. Select the checkbox beside the text name at the top to select all images. Click Ok.
- Next, upload the prepared media import file in the upload file widget.
- Choose Fresh Import for newly imported images. Click on continue.
- It takes you to the mapping section, where you need to map all the import file fields with wordpress fields. Save the mapping with the name and click on continue.
- At last, in the manage media uploads section, choose any one option to handle duplicates and click the Import button.
- Upon import completion, you can see a window named Import Completed. It shows the message along with two buttons to download. One is the Import Log and the other is Failed Media. You can download and view the media import log to know which images are imported successfully, failed, or updated. Download the failed media log to get the list of failed images. Edit this file and reimport/update with WP Ultimate CSV Importer.
Failed media CSV:
When you update make sure to zip the correct image files, and mention the correct image file names in your CSV to avoid import failure.
Important to note: To prevent issues when uploading ZIP files, please ensure that the ZIP extension is installed in your PHP configuration.
How to Import Images from URLs
Follow the steps below to import images from external URLs. Prepare the import file which contains fields like filename, caption, description, alt text, title and actual url. The actual url field contains the image urls that are hosted elsewhere not on your website. Make sure all the images are publicly accessible. Follow the steps to import images from URLs:
- Navigate to the Media tab and select ‘remote’ to import images of other websites.
- Upload the prepared import file and in the next step map the import file headers.
- Click Import to import external images from URLs to your WordPress media.
- Download the Import log and failed media CSVs from the Import Completed window.
Schedule your CSV #
Stage 4: Manager
In the manager section, you can view and manage your files. There are 6 processes handled in the Manager stage.
- File Manager
- Smart Schedule
- Scheduled Export
- Templates
- Log manager
This WP import export plugin offers a scheduling option for both import and export.
1.File Manager
The file manager helps you to maintain all your data. In File Manager, you can download the file with the revised version or zip file. You can also delete the file from here.
2. Smart Schedule
WP Ultimate CSV Import lets you schedule your import as well as update the process based on your own UTC and zone. To schedule, check on Do you want to Schedule this Import in the final step of your import process and add the Date, Frequency, UTC Time, and Zone. Now click on Schedule, and the import will automatically run at the chosen date and time.
3. Scheduled Export
With WP Ultimate CSV Importer you can also schedule your export to automatically backup your WordPress data based on your UTC Time and Zone without any manual intervention. You can export data in your FTP, FTPS, and SFTP. Specify the Date, frequency, UTC Time, and Zone. Finally, click on Scheduled Export.
4. Templates
These templates get created during the mapping of import and update. It is useful when you upload the same format data into the plugin. The templates listed below in this field
5. Log Manager
Log Manager provides the details of the activities undergone in the existing files. So that you can check the latest revision. You can download the import log for post types, their failed import log, and the media import log here.
Export Data in CSV/XML File #
Section 4: Export
The export module enables you to export all your WordPress data with advanced options. There are three steps to export your data from WordPress.
- Select the file you want to export
- Export your data
- Advanced Features
Step 1: Select the file you want to export
Choose the module to export data. For Custom Post and Custom Taxonomy, you need to select the post type from the dropdown list. Once chosen, the total records count of the particular module is displayed in the top right corner.
Note: If no data is available, then you can’t proceed to the second step.
Click on Continue.
Step 2: Export your Date
Initially add the Filename to export. Now you can skip the other export sections and click on Export when you no longer need to add any filters to your Export. By default the export is done in CSV format, however, you can change the file format from the “Advanced Settings” option.
Step 3: Advance Features
Advanced Settings
- WP Ultimate CSV Importer lets you export data in 4 different file formats CSV, XML, XLS, and JSON. Choose the desired option from the Export Type.
Additionally, CSV Importer allows you to split your data and export, this can be useful in the case of exporting large amounts of data. Enable Split the Record and mention the values in numbers. If you provide the value as 1000, the first 1000 records will be in the 1st CSV file, the next 1000 in the 2nd file, and so on.
Advanced Filters
WP Ultimate CSV Importer offers you 5 different filters. Enable the required filter option and use it.
- Export data with auto delimiters – Choose one of the five provided delimiters from the “Delimiters” drop-down. If you need to use a different delimiter you can add it in the “Other Delimiters” column.
Export data for a specific period – It allows you to export the files imported in a specific period. Mention the From date and End date to export the files.
- Export data with a specific status – It allows you to export the files with a specified post status. The status can be publish, sticky, private, protected, draft, and pending.
- Export data by specific authors – It lets you export the files of specific authors. The author may be an admin, user, contributor, etc.
- Export data based on specific inclusion – Lets you export the data with some specific fields. It displays all the WordPress fields based on the groups. If you want to export any particular fields or fields from any supported third-party plugin for the selected module, you can select that field in this filter.
Once done with your filters, click on Export. Finally, click on “Download” to download the exported file.
Custom Post Export
Custom Taxonomies
Section 5: Settings
There are four classifications are there in the setting module
- General Settings
- Database Optimization
- Security and Performance
- Documentation
1.General Setting
In a general setting, you can:
- Drop table – Enabling the drop table will delete all the details available in the plugin “Manager” tab. Records imported using the CSV Importer Pro plugin won’t get deleted or removed during the process. After enabling the Drop-table option in the settings tab, deactivate the plugin to remove the records in the Manager section.
- Scheduled log mails- The log details will send to you via Email
- Send Password to user – It sends user password through Email
- WooCommerce Custom Attributes- Enable this to register the names of WooCommerce attributes.
- CMB2 Metadata- Display prefix of your fields
2. Database Optimization
Database optimization is a technique to reduce the DB response time. While optimizing databases make sure that you already have a backup for this DB. The deleted data can’t be retrieved.
3. Security and Performance
In this module, the minimum requirements, system value, and debug information are present.
- The minimum required php.ini values contain the system values and the requirements for each variable.
- You can view the requirement to enable/ disable loaders, extensions, and modules such as PDO and curl.
- PDO- Php Data Objects is a database access layer that uses a unified API.
- Curl- It is a command-line tool to access data from or to the server
- In debug information, you can check out your software details and versions.
4. Documentation
This document section includes a demo video of the product. You can view the details of the developer, product, documentation, and demo videos. You can also check out the other WP plugins developed by us. The main purpose of this section is to encourage a self-help process that helps to clear all the queries of WP Ultimate CSV Importer yourself.
Section 6: Support
You can contact our support team to assist you in clearing all your questions.
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