Import Members from CSV for Paid Memberships Pro

This plugin is designed to give you an error free import of a user/member to a WordPress/Paid Memberships Pro site. It supports both adding and changing user data. Unlike the "Import User From CSV Integration" add-on by Paid Memberships Pro, this "Import Members from CSV" plugin will verify the data you are trying to import during the import operation. This is done to reduce the probability of problem after the import. If there are any errors/issues,information about the problem will be logged to the pmp_updates.log saved in the wp-content/uploads/ directory. NOTE: You can run the import multiple times with the same/slightly modified import .csv file and the appropriate settings (see the FAQ/description below). If you configure the plugin settings correctly, this will only result in overwriting/changing the existing member data. Using a CSV (Comma Separated Values) file, the will add users with basic user information as well as user meta data fields, the user role (if applicable) and the specified Paid Memberships Pro member configuration/information. It can also generate an order record to ensure your recurring subscriptions continue to get attributed to the imported member. If you've exported the user's passwords as hashed strings, you can import them without re-encrypting them again (by setting the option). You can also choose to send a notification to the new users and to display password nag on user login. This plugin supports Network Activation on a WordPress Multisite (WPMU) installation (see the settings page when using in a multisite configuration) Check out my other plugins. Features

• Imports all WP User database table fields
• Imports user meta
• Imports PMPro membership data
• Update existing users if they already exist in the WP Users database (if the option is selected)
• Overwrite preexisting membership records for the same membership level as is being imported (if the option is selected)
• Set/Update the user WordPress role for the member (if the role is specified in the import file)
• Sends new user a notification message (if the option is selected)
• Deactivate the standard WordPress user update email notices during the import operation
• Shows password nag on user login (if the option is selected)
• Allows large user/member import without having to configure the PHP max_execution_time variable (if the option is selected)
• Import hashed password for new/updating users (if the option is selected)

NOTE: The plugin may not import some of data if it detects a problem. To find out what the problem was, read this documentation and the FAQ section to ensure you have correctly formatted all of your import data. For feature request and bug reports, please use the issues section on GitHub. Code contributions are welcome on Github. NOTE: In order to hide the "Donation" button after a donation, this plugin will attempt to track the admin's IP address. This action may have GDPR implications for you or your administrators. The tracking information is stored in the WordPress options table (wp_options) using the e20r_import_has_donated option name and can safely be deleted in the database if you do not wish to leave it. Deleting the option from the database will obviously re-enable the Donation nag. The Nag tracking can be disabled altogether with the e20r_import_donation_tracking_disabled filter: add_filter( 'e20r_import_donation_tracking_disabled', '__return_true' );'

For an automatic installation through WordPress:

1. Go to the 'Add New' plugins screen in your WordPress admin area
2. Search for 'Import Users from CSV'
3. Click 'Install Now' and activate the plugin
4. Upload your CSV file in the 'Users' menu, under 'Import From CSV'

Or use a nifty tool by WordPress lead developer Mark Jaquith:

1. Visit this link and follow the instructions.

For a manual installation via FTP:

1. Upload the pmpro-import-members-from-csv directory to the /wp-content/plugins/ directory
2. Activate the plugin through the 'Plugins' screen in your WordPress admin area
3. Upload your CSV file in the 'Members' menu, under 'Import Members'

To upload the plugin through WordPress, instead of FTP:

1. Search for the plugin ("Paid Memberships Pro Import Members from CSV" on the 'Add New' plugins screen in your WordPress admin area and activate.
2. Upload your CSV file in the 'Memberships' menu, under 'Import Members'

2.60

• ENHANCEMENT: Add support for PMPro Sponsored Members import
• ENHANCEMENT: Add documentation for the Sponsored Members import to the FAQ section
• ENHANCEMENT: Add 'Reset log' button to let admin clear the Import Error/Warning log
• ENHANCEMENT: Add 'View log' button to let admin see the Import Error/Warning log
• ENHANCEMENT: Even more clear in the FAQ that importing credit card numbers is a dangerous thing to do (can be costly!)
• ENHANCEMENT: Updated import.csv example file with correct Sponsored Member column names
• ENHANCEMENT: Refactored Import_Members_From_CSV class
• BUG FIX: Didn't trigger cleanup AJAX job when clicking the "Complete" button
• BUG FIX: Fatal error if importing when sponsored members add-on is active

2.50 ENHANCEMENT: Add warning banner in /wp-admin/ when wanting to send the 'imported_welcome.html' email but didn't set the 'membership_status' column to 'active' ENHANCEMENT: Modify # of attempted records to import per iteration when wanting to send the imported_welcome.html email and/or creating an order record ENHANCEMENT: Added 'calculate_max_records' method & using it in load_settings(), not the constructor ENHANCEMENT: Allow editing imported_member.html in the Email Templates Admin add-on ENHANCEMENT: Include imported_member template in the Email Template Admin add-on BUG FIX: Don't send the imported_welcome.html message if the record is configured as 'inactive' BUG FIX: Use paypal.me link for donations BUG FIX: No Warning if we chose not to send the imported_welcome.html message due to configuration BUG FIX: Would try to cancel subscription plans when updating existing membership level at import BUG FIX: Loading imported_welcome message body by 'pmp_im_imported_member_message_body' filter would sometimes get overridden. BUG FIX: Now running body through 'pmp_im_imported_member_message_body' after loading it BUG FIX: Renamed plugin slightly to match branding rules 2.40

• BUG FIX: Import data would be cleared if the "Import Users from CSV Integraion" add-on is installed and active.

2.31

• ENHANCEMENT: Add more tests & info about incorrect user_registered, membership_startdate and membership_enddate date formats
• ENHANCEMENT: Display a WordPress notice (error) message if a bad/incorrect date format is used in the import file
• ENHANCEMENT: Display proposed solution for date format issues

2.30

• ENHANCEMENT: Added check for valid - pre-defined - membership ID for the user/row
• ENHANCEMENT: When "Add order" is selected and there are pmpro_b prefixed columns with data in the row, use it to try and populate the MemberOrder billing info (in the order record)
• ENHANCEMENT: New and updated Frequently Asked Questions (FAQs)
• ENHANCEMENT: Slightly less stringent behavior if the subscription_transaction_id and/or the payment_transaction_id data is missing
• ENHANCEMENT: Verify that the current line/column count matches the # of header columns
• BUG FIX: Invalid import.csv example file
• BUG FIX: Didn't always track error status
• BUG FIX: Didn't handle membership ID values of 0 properly
• BUG FIX: Didn't set the payment gateway for an order when different from the default was specified

2.23

• BUG FIX: Occasional "Fatal Error" during import operation

2.22

• ENHANCEMENT: Dedicated data check method with filterable result (allow 3rd party data checks w/returned result: 'pmpro_import_members_from_csv_data_check_status' ). Triggered for each record/row being imported.

2.21

• ENHANCEMENT: Disallow problematic file names when selecting import .csv file (files that will be modified during data sanitation on transfer)
• ENHANCEMENT: Various additional tests of data and corresponding error messages when attempting to import order data

2.20

• ENHANCEMENT: Can add a PMPro Order record for the imported user, even without a linked payment gateway record. This assumes that either the membership_initial_payment or membership_billing_amount column is present in the import (.CSV) file. The add order operation can also use the default Membership level definition pricing if neither are present in import file).
• ENHANCEMENT: Support most of the table fields for the pmpro_membership_orders and pmpro_memberships_users table with a 'membership_' prefix as importable data (pmpro_membership_orders data expects the 'Add order' option to be enabled/checked).
• ENHANCEMENT: Extract column names dynamically from PMPro's custom membership users/orders tables
• ENHANCEMENT: Updated screenshot(s)
• ENHANCEMENT: Updated and added to FAQ section
• BUG FIX: Not loading/updating record if user exists and the only user identifiable data is the email address

2.17

• BUG FIX: Consistent use of quote characters in .js file
• BUG FIX: Incorrect ID(s) for NONCE(s)
• BUG FIX: Hardened the error/warning message logger
• BUG FIX: Plugin links were missing
• BUG FIX: Missing semi-colon terminations in some instances
• ENHANCEMENT: Added Donation button (with logic to not always display it) and request for reviews (with .css file)
• ENHANCEMENT: Clicking the Donation button will attempt to dismiss the donation nag for 2 months by trying to track the user's client IP address (can be error prone in certain environments).
• ENHANCEMENT: Remove nag tracking when plugin is being deactivated
• ENHANCEMENT: Add styling for Import Members from a CSV file page
• ENHANCEMENT: More info when we think the import file isn't found/located
• ENHANCEMENT: Open the example import file in its own browser window/tab
• ENHANCEMENT: Add user_login check (validity/duplication)
• ENHANCEMENT: Optionally suppress the "Your password was changed" and "Your email address was changed" message to member when updating their record
• ENHANCEMENT: Remove import file & options when user clicks "Finish" for the import

2.16

• ENHANCEMENT: Faster turnaround when triggering background loading
• ENHANCEMENT: Updated .pot file
• BUG FIX: Didn't skip user_login based search if user found by email address

2.15

• BUG FIX: Would look up user by username before using the (more likely to be unique) email address

2.14

• BUG FIX: Would attempt to update a user record when we shouldn't

2.13

• BUG FIX: Didn't list all tracked/saved errors when import fails
• ENHANCEMENT: Clear output buffer before sending AJAX response

2.12

• ENHANCEMENT/FIX: Limiting max # of records per import iteration to <= 60

2.11

• ENHANCEMENT: More descriptive language for some error messages
• ENHANCEMENT: More checks during Import page load if on WPMU site(s)
• ENHANCEMENT: Split out different membership ID related error messages
• BUG FIX: Didn't handle 'inactive' status when no membership_enddate is supplied
• BUG FIX: Didn't always generate a log entry for certain errors/issues

2.10

• ENHANCEMENT: Warn if user has an invalid (non-existing) membership ID
• ENHANCEMENT: Warn if the user has an enddate in the future but have had their membership_status set to 'inactive'
• ENHANCEMENT: Use 'admin_cancelled' as new status for preexisting user_id/membership_id records where status is 'active'
• ENHANCEMENT: Various updates to the FAQ section.
• ENHANCEMENT/FIX: Better warning messages & handling of WP Multisite configurations
• BUG FIX: Only set status if explicitly asked to
• BUG FIX: Incorrect handling of UTF BOM characters led to missing 1st column header
• BUG FIX: Didn't return new member record to update status for in all cases
• BUG FIX: Didn't set the supplied membership_status value correctly in all cases
• BUG FIX: Didn't set format for DB record update
• BUG FIX: Didn't send imported_member.html message (when activated) to imported member

2.9 BUG FIX: Didn't send the email template based welcome message BUG FIX: Typo in warning/error messages BUG FIX: A little too silent when the imported file is mis-configured BUG FIX: MS Excel causing trouble w/first column import values (Improved UTF BOM handling) BUG FIX: validate_date() method triggered PHP Notices in certain situations BUG FIX: Improved checking of email field in import file BUG FIX: Would sometimes trigger PHP Warning due to incorrectly loaded empty line of text ENHANCEMENT: Strip the UTF BOM character if necessary from first/header line in import file ENHANCEMENT: Clean up unneeded user metadata ENHANCEMENT: Improved error logging/handling for typical import file errors ENHANCEMENT: Send Welcome Email template when adding user to membership level ("Welcome imported user" email located in emails/ directory) ENHANCEMENT: Add warning if unable to apply new membership level for user ENHANCEMENT: Added method to load custom imported_member.html email template for Active Theme/Active Child Theme directory ENHANCEMENT: Add settings for Sending WordPress new user/updated user message ENHANCEMENT: Add setting for sending Custom Welcome Message for new/updated members (imported members) ENHANCEMENT: Run cleanup of imported_ usermeta attributes after import is complete 2.8

• BUG FIX: Attempting to fix issue with the New User Notice not always being sent
• ENHANCEMENT: Select target recipients of "New User Notice" (User, Admin or both)

2.7

• BUG FIX: Didn't include the transaction IDs, affiliate ID or gateway settings in the import
• BUG FIX: Typo in readme.txt

2.6

• ENHANCEMENT: Now calculating # of records to import in background based on PHP setting for max_execution_time
• ENHANCEMENT: Differentiate between warnings and errors. Errors should terminate execution. Warnings should be logged, but not end import.
• ENHANCEMENT: Added ('Recommended') for Import settings we recommend you use
• ENHANCEMENT: Make timeout for JavaScript loop be 20% > than max_execution_time
• ENHANCEMENT: Improved error/warning reporting by using SplFileObject() to manage import file (indicates the line in the .csv file with a problem)
• ENHANCEMENT: Added error message when the ID, user_login and user_email columns are missing
• ENHANCEMENT: Added file indexed warning message if user_login has to be generated from the record email address (using front of '@' as the login name)
• ENHANCEMENT: Added file indexed warning message when an email address is either missing or unrecognizable
• ENHANCEMENT: Include warning and error messages in Import status window (when applicable)
• ENHANCEMENT: Updated links to the WordPress.org repository for information and support for the plugin
• ENHANCEMENT: Linted and refactored the source files
• ENHANCEMENT: Expanded the FAQ section, fixed a few typos and updated the Change log in readme.txt
• BUG FIX: Better handling/reporting of unexpected values in the membership_status column, incorrect email formats, incorrect or missing membership_id value(s), improper date formats for the membership_startdate, membership_enddate and membership_timestamp columns and unexpected membership configurations (based on values supplied in the import file)
• BUG FIX: Displaying error/warning/info messages in wp-admin was a little flaky
• BUG FIX: Would allow duplication of error messages in wp-admin area

2.5

• ENHANCEMENT: Added error checking and messages to warn about the most common PMPro related errors in the .csv file being imported.
• ENHANCEMENT: Added function to test dates for compliance with MySQL requirements

2.4

• BUG FIX: Typo in add_action( 'pmp_im_pre_user_import' ...) caused default pre-import action to not be triggered
• ENHANCEMENT/FIX: Updated action names: 'pmp_im_post_member_import', 'pmp_im_pre_members_import'

2.3

• BUG FIX: PHP Warning
• BUG FIX: The resume URL didn't work as expected
• BUG FIX: Didn't set the blog ID when updating membership info
• BUG FIX: Didn't cancel previous membership records for the imported user ID / membership ID combination when deactivate_old_memberships was set to true (checked)
• ENHANCEMENT: Renamed import page function (documentation related)
• ENHANCEMENT: Added link to error log (if applicable) to the admin notices

2.2

• ENHANCEMENT: Add support for WP Multi Site configurations (adding/updating users to the specified WPMU site)
• ENHANCEMENT: Better error handling/notifications

2.1

• BUG FIX: Lost track of how to update via JavaScript
• BUG FIX: Didn't preserve settings between loads of JS
• BUG FIX: Didn't always load the correct settings for the JS based import
• BUG FIX: Include error info
• BUG FIX: Didn't include all required settings in AJAX operation
• BUG FIX: Didn't set and clear busy icon for import status text
• ENHANCEMENT/FIX: Use PMPro variable array to set record info for each user
• ENHANCEMENT/FIX: Renamed methods to better describe where they're being used/what they're used for
• ENHANCEMENT: Action handler when clicking the "Finished" button at end of import ( redirect to admin_url() )
• ENHANCEMENT: Add set_busy() and clear_busy() for feedback during import
• ENHANCEMENT: Add "Finished" button (display when import is complete)
• ENHANCEMENT: Reorder options (more logical, I think)
• ENHANCEMENT: Use AJAX import as default behavior
• ENHANCEMENT: Add "Import Members" to "Memberships" drop-down menu in /wp-admin/
• ENHANCEMENT: Improved prompts/info for options on import page
• ENHANCEMENT: Load plugin actions in plugins_loaded action
• ENHANCEMENT: Fixing PHPDoc for new functions/updated functions
• ENHANCEMENT: Variable name update
• ENHANCEMENT: Clean up insert method for hashed passwords
• ENHANCEMENT: Log error message if there's a problem with a header field
• ENHANCEMENT: Adding screenshot images

2.0.1

• Fixed bug: Sanitizing request variables
• Fixed bug: Notification nag not getting configured correctly
• Fixed bug: New user notification not getting configured correctly
• Fixed bug: Didn't always handle pause/resume (at all)
• Fixed bug: Didn't stop/pause the import when user clicked the "pause" link
• Enhancement: Added is_iu_import_records_per_scan filter to let user set # of records to import per step when using JS import
• Enhancement: Refactored and added local scope for variables & functions
• Enhancement: Use JSON and status returns from server
• Enhancement: Use filter to set timeout for AJAX operation
• Enhancement: Use proper WP AJAX functionality for variables and statuses
• Enhancement: Clean up translations and grammar.
• Enhancement: Use printf()/sprintf() to improve formatting & translation
• Enhancement: Use wp_register_script()/wp_localize_script() and wp_enqueue_script() to handle passing dynamic data to JavaScript
• Enhancement: Clean up REQUEST variable use
• Enhancement: Allow setting password nag for both new and updated accounts
• Enhancement: Use wp_send_json*() functions for AJAX actions
• Enhancement: Allow import of pre-hashed passwords for user records
• Enhancement: More reliable option based tracking of imports (not transients)
• Enhancement: Moved JavaScript to own location

2.0.0

• Forked from the Import Users from CSV plugin and integrated the "PMPro Import Users From CSV Integration" add-on functionality
• Fixed bug with Notification Nag
• Fixed bug with user notification
• Fixed bugs with static/non-static function calls
• Enhancement: JavaScript based async loading (for large imports)