Support » Plugin: WP Fusion Lite » Push Existing User Data After Contact Field Sync

  • Resolved roadsunknown

    (@roadsunknown)


    Hi. I feel like this is an obvious thing that ought to just work but not working somehow. When I first synced from WP to HubSpot, I kept only the default Contact Fields mapped. Now I have added new mappings to new custom fields (in HubSpot). New user registrations correctly sync, but existing user data has not. I updated a user within WP Admin, thinking it might require a manual update of a user (which will be a problem), but that didn’t work either.

    When or how does existing user data get re-synced from WP –> CRM (HubSpot)?

    Thanks!

Viewing 5 replies - 1 through 5 (of 5 total)
  • roadsunknown

    (@roadsunknown)

    Aha, this is what I think I was looking for: Batch Operations (https://wpfusion.com/documentation/tutorials/batch-operations/). I assumed this was automatic, but alas it is not.

    Plugin Author verygoodplugins

    (@verygoodplugins)

    @roadsunknown Yup, you got it.

    We didn’t want it to be automatic every time you change the settings because it can take a while, and it uses up a lot of system resources.

    If you have 100,000 WordPress users you’re syncing data for, that’s not something we’d want to start without your consent.

    But yeah, just run a batch operation whenever you need to modify data in bulk 🙂

    roadsunknown

    (@roadsunknown)

    @verygoodplugins Thanks for the confirmation.

    One follow up issue. When user meta data is updated in the WP Admin, it is not syncing automatically back to HubSpot. For example, changing the user role does not sync field “role” (mapped to custom field). However, “first_name”, “last_name”, billing_xyx fields are synced.

    Related, the “role” field may have multiple values, but only the first role is synced. For example, Subscriber and Customer roles may be assigned to a user, but only “subscriber” is synced.

    Plugin Author verygoodplugins

    (@verygoodplugins)

    @roadsunknown ,

    Roles are tricky….

    IIRC WPF will sync the role when it’s changed, or during a Push User Meta batch operation. But just saving the admin profile doesn’t necessarily sync the role if it hasn’t changed.

    The “role” field that WPF is syncing is this field: https://share.getcloudapp.com/Blu5GpyN. And there’s only one role.

    If you need multiple roles you could try syncing the wp_capabilities field instead of “role”. That will give you all the roles / capabilities for the user.

    roadsunknown

    (@roadsunknown)

    @verygoodplugins Thanks for the reply. I was able to sync wp_capabilities as a multiselect to a multiple checkbox field in HubSpot.

Viewing 5 replies - 1 through 5 (of 5 total)
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