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Importing, Exporting, Moving & Synchronizing Data in WordPress

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From http://www.meetup.com/Milwaukee-WordPress-MeetUp/events/44448922/

Geoff Myers, digital marketing consultant/strategist and president of SimDex LLC, will be presenting on importing, exporting, migrating, and synchronizing data to/from WordPress.

This presentation will cover a variety of data import/export strategies, plugins, tools, best practices, and tutorials for:

— Website migrations from one server to another
— Bulk importing data from Excel, CSV, and XML files including posts, pages, media, users, products, custom post types + custom fields, and more
— Bulk exporting data to Excel, CSV, and XML files including posts, pages, media, users, products, custom post types + custom fields, and more
— Automation of data import/export and scheduled tasks
— Synchronization of databases, posts, pages, media, users, and more

Some of the specific plugins, tools, and resources we'll talk about:

— Better Search Replace
— Duplicator
— phpMyAdmin
— UpdraftPlus
— WooCommerce Product CSV Import Suite
— WP All Export
— WP All Import
— WP Migrate DB

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Importing, Exporting, Moving & Synchronizing Data in WordPress

  1. 1. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS GEOFF MYERS PRESENTS
  2. 2. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 BEFORE WE BEGIN… THIS PRESENTATION IS AVAILABLE ONLINE: simdex.org/data Get In Touch:
 @geoffmyers
 geoff@simdex.org
 simdex.org
 414.455.6675
  3. 3. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 BEFORE WE BEGIN… ABOUT GEOFF MYERS ▸ Founded SimDex in 2004 ▸ Web Solutions for Small + Medium Sized Businesses ▸ Digital Marketing Consultant + Strategist ▸ Focused on Custom Web Application Development ▸ 12+ Years as Full Stack Web Designer + Developer ▸ 5+ Years of WordPress Development Experience ▸ 75+ WordPress Sites Built, Maintained + Marketed ▸ Get In Touch: geoff@simdex.org or simdex.org or 414.455.6675
  4. 4. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WHAT ARE WE GOING TO COVER? (PART 1) Importing Exporting
  5. 5. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WHAT ARE WE GOING TO COVER? (PART 2) Moving or
 Migrating Syncing
  6. 6. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WORDPRESS PLUGINS FOR WEBSITE MIGRATIONS + BACKUPS ▸ All-in-One WP Migration 🆓 💵 ▸ BackupBuddy 💵 ▸ BackWPup (Pro) 🆓 💵 ▸ Better Search Replace ★ 🆓 ▸ Duplicator (Pro) ★ 🆓 💵 ▸ Search & Replace 🆓 ▸ UpdraftPlus (Premium) ★ 🆓 💵 ▸ WP Migrate DB (Pro) 🆓 💵
  7. 7. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS LIVE DEMONSTRATION: MIGRATING A WORDPRESS WEBSITE Duplicator (Pro) +
 Better Search Replace
  8. 8. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WHAT MIGHT YOU WANT TO IMPORT OR EXPORT? (PART 1) ‣ Posts ‣ Pages ‣ Custom Post Types ‣ Taxonomies ‣ Media (Images + Videos + Documents) ‣ Users (Customers + Members + Employees)
  9. 9. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WHAT MIGHT YOU WANT TO IMPORT OR EXPORT? (PART 2) ‣ WordPress + Theme + Plugin Settings ‣ Widgets + Menus ‣ Data Tables + Lists ‣ Ecommerce Orders + Invoices ‣ Submitted Form Entries ‣ Entire WordPress MySQL Database
  10. 10. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS GENERAL ADVICE + BEST PRACTICES ‣ Create database backup first before performing operations ‣ Establish a formal, standardized format ‣ CSV + XML + JSON formats work best ‣ XLS + XLSX formats are less compatible ‣ Disable automated WordPress email
 notifications before bulk importing
 user accounts
  11. 11. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS WORDPRESS PLUGINS FOR IMPORTING + EXPORTING DATA ▸ Add from Server ★ 🆓 (import media) ▸ CSV Importer 🆓 (import posts) ▸ Import Users from CSV with Meta 🆓 (import users) ▸ WooCommerce CSV Importer 🆓 (import products) ▸ WooCommerce Premium Extensions ▸ Customer/Order/Coupon CSV Import Suite 💵 ▸ Customer/Order XML Export Suite 💵 ▸ Order/Customer CSV Export ★ 💵 ▸ Product CSV Import Suite ★ 💵 ▸ WP All Import (Pro) + WP All Export ★ 🆓 💵
  12. 12. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS LIVE DEMONSTRATION: IMPORTING PRODUCTS + USERS WP All Import (Pro) +
 WP All Export
  13. 13. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS OTHER COOL THINGS YOU MIGHT WANT TO DO (PART 1) ▸ Automate or schedule imports and exports ▸ Possible with WP All Import/Export Pro:
 Scheduling An Import Using Cron Jobs ▸ Execute custom PHP functions on values
 when importing and exporting data ▸ Possible with WP All Import/Export Pro:
 Executing Custom PHP Functions
  14. 14. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS OTHER COOL THINGS YOU MIGHT WANT TO DO (PART 2) ▸ Filter which data are imported or exported ▸ Possible with WP All Import/Export Pro ▸ Intelligently update existing records or data entries with new values ▸ Possible with WP All Import/Export Pro ▸ Integrate with third party application programming interfaces (APIs) ▸ Possible with WP All Export + Zapier:
 Send your export file to over 500 apps
  15. 15. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS OTHER COOL THINGS YOU MIGHT WANT TO DO (PART 3) ▸ Synchronize WordPress Databases (MySQL) ▸ Database Sync (plugin) 🆓 ▸ WP Migrate DB Pro (plugin) ★ 💵 ▸ WP Sync DB (plugin) 🆓 ▸ WPSiteSync (plugin) ★ 🆓 ▸ Synchronize WordPress Users ▸ WordPress User Sync (plugin) 💵
  16. 16. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS OTHER COOL THINGS YOU MIGHT WANT TO DO (PART 4) ▸ Synchronize WordPress Folders + Files (wp-content) ▸ rsync + cron (command-line tools) ★ 🆓 ▸ Version Control
 (Git ★, SVN, or Mercurial) 🆓 ▸ WP Migrate DB Pro
 Media Files Addon (plugin) 💵 ▸ WP Sync DB Media Files (plugin) 🆓
  17. 17. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS ADDITIONAL USEFUL DATA TOOLS ▸ Apple Numbers ★  💵 ▸ Google Sheets 🆓 ▸ Microsoft Excel 💵 ▸ MySQL Workbench 🆓 ▸ phpMyAdmin ★ 🆓 ▸ Sequel Pro  🆓 ▸ SSH (Shell, Terminal, or CLI) ★ 🆓 ▸ Sublime Text ★ 💵 ▸ WordPress Core Import/Export Tools 🆓
  18. 18. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 THAT’S IT FOR NOW… THANK YOU! Questions? Get In Touch:
 @geoffmyers
 geoff@simdex.org
 simdex.org
 414.455.6675
  19. 19. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 THAT’S IT FOR NOW… THIS PRESENTATION IS AVAILABLE ONLINE: simdex.org/data Get In Touch:
 @geoffmyers
 geoff@simdex.org
 simdex.org
 414.455.6675

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