you have first installed the Woosage plugin on your website, you can add Sage
Accounts Code to User Profiles.
Warning. If you are making changes to a live website we strongly advise you to take a database backup prior to carrying out the Import stage of this process.
If you want
to apply Sage Account Codes to existing website users (customers) you can use
the following plugin to export and import users:
plugin should be installed and we recommend you take a WordPress database
backup before you start. Then follow
the plugin to extract all the user details to a CSV file (see detailed
instructions below). The plugin settings and usage is at Tools>Import and export users and customers.
the CSV file to remove all data except the username email address and Sage
account fields as shown below. Add the Sage codes by matching on the email
address or username (user_login), which are unique among WP users. Do not
change the order of the field (column) headings.
you only need to import users (i.e. you already have a list of email addresses
and Sage account codes) you can modify the field headings to match those shown
the plugin to import the CSV file containing the email addresses and Sage
account codes (see detailed instructions below).
Go to Tools>Import
and export users and customers in the website back-end and select the Export tab.
Then select the Customers from the drop-down list of roles.
the date and time fields and leave the delimiter as Comma then click the Download button.
will be downloaded as export-users.
Go to Tools>Import
and export users and customers in the website back-end and select the Import tab.
Click Choose File and
browse for the CSV file you wish to import.
In Default role tick Customer (this will not be used) and select Leave the old value
for this metadata
Leave the 2
email options unticked if you don't want to notify the users.
Yes for Update Existing users,
No, skip this user for Update Emails and
No for Update
roles for existing users
In the Never update password dropdown Select Never Update Passwords when updating user
Under the section Users
not present… section leave both options unticked
The users will be updated with the Sage account codes and a summary of the changes will
be shown when complete.