Visão geral da migração e importação

Data migration is often required when migrating to MemberPress from another membership system. This also applies if you're migrating to a new domain or even if you're importing subscriptions to your website.

This document will explain the migration process and the steps you might need to take. These steps are required for all migrations, regardless of the system you are migrating from. 

Importador MemberPress

O MemberPress Importer add-on allows you to import MemberPress-related data to your website. The importer is most commonly used to add users and their subscriptions to MemberPress from a previous membership solution. 

To start importing your data, you must first install and activate the Importer add-on on your website:

1. Navegue até Painel de controle > MemberPress > Complementos.
2. Browse the add-ons list or use the search tool to find the Importer add-on.

3. Clique no botão Instalar o complemento button to install and activate the add-on.

With the Importer installed and activated, you will now see this new Importação item in the MemberPress menu.

Here, you can start importing you CSV files.

Creating Your CSV Files

With the MemberPress Importer installed, you can start creating your first CSV files to import your data. CSV stands for “comma-separated values,” a standard spreadsheet format.

Observação: O CSV deve estar no formato CSV do Windows. Se estiver usando um Mac ou algum software de planilha que não seja o Microsoft Excel, talvez seja necessário "salvar como" e escolher uma opção de CSV compatível com o Windows ou a Microsoft.

You can create and edit these spreadsheet files in Excel, Numbers, Open Office, or Google Spreadsheet.

This file formatting is essential for migrating data using the MemberPress Importer. Please keep in mind that exported CSV files from other plugins and systems will usually have differently formatted CSV files.

You will probably need to reformat your exported files and adjust them to the MemberPress CSV format.

Each group of data must be imported with a separate CSV file. This means that, for example, you will import your users using one CSV file. Next, you will need to import their transactions and subscriptions as separate CSV files. The same goes for other types of data (e.g. importing coupons and rules).

Observação: It's possible that the same data you exported could be combined into one file (e.g., user and subscription data). In this case, you must separate this data into individual CSV files.

All CSV files must be appropriately formatted. Every type of data has its CSV template and unique data items. You can download the sample CSV template files for some of the different types of data here:

• WordPress Users CSV template
• Subscriptions CSV template
• Transactions CSV template
• Corporate Account Sub Accounts CSV template
• Coupons CSV template

In addition, there are a few conventions all of these files must follow:

1. Cada arquivo CSV deve ter uma linha de cabeçalho (primeira linha do arquivo) contendo o nome do campo. Tudo o que estiver na coluna sob a primeira linha será sinalizado como sendo um valor para o campo definido no cabeçalho.
2. As colunas do arquivo CSV não precisam estar em nenhuma ordem definida. Os campos de dados são determinados não pela ordem, mas pelo nome do cabeçalho.
3. O arquivo deve estar em UTF-8 formato.  

Dica: If your CSV file is not in UTF-8 format, you can convert the encoding using a program like Notepad++.

Once you have formatted and prepared your data into appropriate CSV files, you should export them from your spreadsheet.

Importing CSV Files With MemberPress

To import your CSV files to MemberPress, follow these steps:

1. Navegue até Dashboard > MemberPress > Import.
2. Select the type of file to import using the dropdown.

3. Clique no botão Choose file e o botão select the matching CSV file to import from your computer. For example, if you want to import a user's transactions, you will choose your Transactions CSV file here.
4. Clique no botão Carregar button bellow to import the file.

Your data will now be imported and added to your website.

Etapas básicas de migração

1. Instale o MemberPress e configure-o com suas associações e gateways, pelo menos. Você provavelmente não deve criar nenhuma regra ainda para evitar conflitos com o plug-in de associação existente (se estiver usando no mesmo site).
2. Importar seus usuários (se ainda não estiver em seu site WordPress).
3. Importar qualquer assinaturas recorrentes ou pagamentos únicos associados a eles (esses são arquivos separados do arquivo CSV de usuários importado na etapa 2).

Observação: for Stripe, we use the Stripe Subscription ID for Subscription Imports (sub_xxxxxxxxxx)

4. Teste se tudo está correto; se estiver, crie regras no MP.
5. Desative seu plug-in de associação anterior.
6. Realize mais testes para garantir que tudo esteja funcionando corretamente.
7. Troque seus URLs de IPN ou Webhook - etc. - para garantir que os pagamentos sejam registrados corretamente no MemberPress, daqui para frente. Você pode encontrar links para seu(s) gateway(s) com instruções detalhadas sobre suas configurações com o MemberPress aqui.