Support » Plugin: WP Fusion Lite » Sync problem

  • Resolved ckefalianou

    (@ckefalianou)


    Hi!

    I’m using WP Fusion Lite with Salesforce.

    I’ve managed to sync contact fields but when I go to the “import users” tab and try sync, it is empty.

    In addition it says “select topic”.

    Are there any info you can share with me about that? I completely have to idea of salesforce settings for WP Fusion sync.

    thanks in advance!

Viewing 9 replies - 1 through 9 (of 9 total)
  • Plugin Author verygoodplugins

    (@verygoodplugins)

    @ckefalianou ,

    Normally how that would work (with most of our CRMs) is you’d go into the CRM and bulk-assign a tag or group to every contact you wanted to import. Then in WP Fusion you’d select the tag from the list and import just those contacts.

    With Salesforce WP Fusion can interface with “topics” for segmenting people, but there isn’t an easy way (that I know of) to bulk-assign topics within Salesforce. So it’s not really very practical, unfortunately.

    Probably the best way to import those users would be to export a .csv from Salesforce and then use something like WP All Import to import the contacts as users.

    Once they’re imported WP Fusion will associate the new users with their existing Salesforce contact IDs and their profile updates will automatically be synced going forward.

    @verygoodplugins hello again!

    I managed to synchronise WP with Fusion but all my tags, in user import, come with numbers (ids maybe dunno). Would you know why?

    Thanks in advance!

    Plugin Author verygoodplugins

    (@verygoodplugins)

    @ckefalianou ,

    It’s hard to say. If you mean Salesforce tags, those are stored numerically in the database, but they would show using their labels in the interfaces.

    If it’s another field then you must have imported a field with numbers in it. For example “Account” in Salesforce shows up as an account, but it would be imported as an account ID. Any relational fields like that would import the ID of the related record, not the title.

    ckefalianou

    (@ckefalianou)

    @verygoodplugins Hi again!

    So, I’ve added topics on all the contacts I’d like to import.
    But on import users, I get “No eligible Contacts found. Aborting…” message.

    why’s that?

    Thanks in advance!

    Plugin Author verygoodplugins

    (@verygoodplugins)

    @ckefalianou Hi again 🙂

    One thing is that it won’t import the contact if there’s already a user in WordPress with that email address.

    If it’s an existing user you can use the Pull User Meta tool from the Batch Operations tab.

    The import is also limited to 2,000 contacts with Salesforce.

    To be honest, because Topics are so hard to work with in Salesforce, it might just be easier to export them from Salesforce to a .csv and then import them to WordPress using a plugin like WP All Import.

    That will be a lot faster since it’s a one-time operation instead of sending thousands of API calls and Salesforce data queries to import them one by one.

    ckefalianou

    (@ckefalianou)

    @verygoodplugins

    I’m trying to import users that do not exist in wordpress. The XHR response contains an empty data array. I want to sync Salesforce users to WP, one way (Salesforce -> WP), not only import the users once. Is there a clean documentation on how I can do this? The error I get while I follow these instructions: https://wpfusion.com/connect/connect-ultimate-member-to-salesforce/ is this one: “No eligible Contacts found. Aborting…”.

    Thank you in advance.

    Plugin Author verygoodplugins

    (@verygoodplugins)

    @ckefalianou

    The import tool in WP Fusion Lite is only a one-time import as well. The documentation on that is here: https://wpfusion.com/documentation/tutorials/import-users/

    It should find them and import them if they’re new users and have the right topic, so I’m not sure why it isn’t finding them.

    If you want to import them in an automatic ongoing way (not one-time), you can do that via a workflow rule with an outbound message in Salesforce: https://wpfusion.com/documentation/webhooks/salesforce-outbound-messages/

    But that feature is only available in the full (paid) version of WP Fusion.

    ckefalianou

    (@ckefalianou)

    @verygoodplugins Problem solved and I thought it would help to share it with you.
    Topic was recreated in Salesforce, so id changed and I could not pull the data.
    I just resynced and it work just fine!

    Thank you so much for your time and your help!

    Plugin Author verygoodplugins

    (@verygoodplugins)

    Ah, awesome. That makes a lot of sense. It’s always something 🙂

    Thanks for following up!

Viewing 9 replies - 1 through 9 (of 9 total)
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