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

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:
@geoffmyers
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
▸ 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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