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Importing users to CBSubs

  • treehstn
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9 years 4 months ago #266512 by treehstn
Importing users to CBSubs was created by treehstn
I'm a little confused after reading the CBSubs pdf (p. 415-417) and searching here on the forums. Our site is new so we have no users yet in either CB or CBSubs. Our membership list is in an excel spreadsheet.

1.Should we be using CBJuice or the Import option in CBSubs to import our users?

2.I need to have it import the first name, last name, company name, address, phone, email and website info from the spreadsheet in addition to the userid, planid, status and subscription date referred to on page 416 in the manual. How do I tell the system during the import what information is in what field from the spreadsheet to CBSubs? Will it use a field header line?

Thank you!

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  • treehstn
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9 years 4 months ago - 9 years 4 months ago #266517 by treehstn
Replied by treehstn on topic Importing users to CBSubs
I tried importing just the basic fields so I could get used to the process while waiting for feedback on my first post. So far this basic importing is not working on our site.

1. I used the examples for single line of comma-separated user ids and even used the example for the data. Imported using the testing effect only and got this:

Error
Failed to save Import subscriptions because: Importer - error: Not all userId exist, are active (confirmed, approved and enabled) ! innexistant or inactive ids: 63, 64, 65, 102

2. Then tried importing using the "each line: userid,planid,status,subscription date" with this for data:

15176,2,A,2015-06-25 00:00:25
15172,5,A,2015-06-21 00:10:05

Got this:
Error
Failed to save Import subscriptions because: Importer - error: Not all userId exist, are active (confirmed, approved and enabled) ! innexistant or inactive ids: 15176, 15172

I think the first option is to get user ids loaded and then you import a second file with the other data? Not sure why this isn't working. Could there be a configuration setting that is preventing this?

Thanks!
Last edit: 9 years 4 months ago by treehstn.

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  • krileon
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9 years 4 months ago #266531 by krileon
Replied by krileon on topic Importing users to CBSubs

1.Should we be using CBJuice or the Import option in CBSubs to import our users?

CB Juice doesn't import for CBSubs. It's for importing CB users. For importing your subscriptions you need to use the CBSubs > Import feature.

2.I need to have it import the first name, last name, company name, address, phone, email and website info from the spreadsheet in addition to the userid, planid, status and subscription date referred to on page 416 in the manual. How do I tell the system during the import what information is in what field from the spreadsheet to CBSubs? Will it use a field header line?

Then you'll need to do the import in 2 steps. First import your users with CB Juice. Once done you can import subscriptions for them using CBSubs > Import. CB Juice maps field information based off the field name. You need to pre-create your fields in CB > Field Management before they can be mapped. So for example you'd have a cb_address field, which you'd map address to. Do a sample export of your admin user with CB Juice to better understand the formatting.

1. I used the examples for single line of comma-separated user ids and even used the example for the data. Imported using the testing effect only and got this:

Error
Failed to save Import subscriptions because: Importer - error: Not all userId exist, are active (confirmed, approved and enabled) ! innexistant or inactive ids: 63, 64, 65, 102

You specified user ids for users that don't exist or they are not active (approved, confirmed, and enabled).

2. Then tried importing using the "each line: userid,planid,status,subscription date" with this for data:

15176,2,A,2015-06-25 00:00:25
15172,5,A,2015-06-21 00:10:05

Got this:
Error
Failed to save Import subscriptions because: Importer - error: Not all userId exist, are active (confirmed, approved and enabled) ! innexistant or inactive ids: 15176, 15172

Same as #1. You're trying to import subscriptions for users that don't exist.


Kyle (Krileon)
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