Importing, Exporting, Moving & Synchronizing Data in WordPress

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

Transcript

1. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 IMPORTING, EXPORTING, MOVING & SYNCHRONIZING DATA IN WORDPRESS GEOFF MYERS PRESENTS
2. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 BEFORE WE BEGIN… THIS PRESENTATION IS AVAILABLE ONLINE: simdex.org/data Get In Touch:
 geoff@simdex.org
 simdex.org
 414.455.6675
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 ▸ 10+ Years as Full Stack Web Designer + Developer ▸ 5+ Years of WordPress Development Experience ▸ 50+ WordPress Sites Built, Maintained + Marketed ▸ Academic Background in Computer Science ▸ Get In Touch: geoff@simdex.org or simdex.org or 414.455.6675
4. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 BEFORE WE BEGIN… WP MAINTENANCE PLAN How You Benefit: ▸ We Do Everything For You ▸ Unlimited Minor Changes + Revisions ▸ 24 Hour Response Time Guaranteed ▸ Your Total Peace of Mind ▸ Monthly Phone Consultations ▸ No Hourly Fees or Additional Costs
5. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 BEFORE WE BEGIN… WP MAINTENANCE PLAN Features + Services Included: ▸ Backups ▸ Monitoring ▸ Speed ▸ Changes ▸ Reports ▸ Support ▸ Consulting ▸ Security ▸ Updates
6. 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
7. 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
8. 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)
9. 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
10. 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)
11. 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
12. 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
13. 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 ̣
14. 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
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 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
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 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
17. 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) ▸ Synchronize WordPress Users ▸ WordPress User Sync (plugin)
18. 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)
19. 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
20. GEOFF@SIMDEX.ORG | WWW.SIMDEX.ORG | 414.455.6675 THAT’S IT FOR NOW… THANK YOU! Questions? Get In Touch:
 geoff@simdex.org
 simdex.org
 414.455.6675
21. 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:
 geoff@simdex.org
 simdex.org
 414.455.6675