993a820a84
- Add 26 documentation files including test reports, deployment guides, and troubleshooting documentation - Include 3 CSV data files for trainer imports and user registration tracking - Add 43 JavaScript test files covering mobile optimization, Safari compatibility, and E2E testing - Include 18 PHP utility files for debugging, geocoding, and data analysis - Add 12 shell scripts for deployment verification, user management, and database operations - Update .gitignore with whitelist patterns for development files, documentation, and CSV data 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
134 lines
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4.5 KiB
Markdown
134 lines
No EOL
4.5 KiB
Markdown
# HVAC Trainer Import Instructions
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## Overview
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This guide walks you through importing trainer data from the Formidable Forms CSV export into your WordPress database.
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## Files Created
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1. `admin-import-trainers.php` - Web-based import tool for server execution
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2. `scripts/import-trainer-csv.php` - Command-line import script (if server has CLI access)
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3. `scripts/README-import.md` - Detailed technical documentation
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## 🚨 IMPORTANT SECURITY NOTES
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- **Remove `admin-import-trainers.php` immediately after import**
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- Only run this on production with admin access
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- Always backup your database first
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## Method 1: Web-Based Import (Recommended)
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### Step 1: Deploy to Server
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1. Upload `admin-import-trainers.php` to your WordPress root directory
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2. Ensure you have WordPress admin access
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### Step 2: Download CSV File
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Download the trainer data CSV:
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```
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https://upskill-staging.measurequick.com/wp-content/uploads/2025/06/250618120131_user-registration_formidable_entries.csv
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```
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### Step 3: Access Import Tool
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Visit: `https://yoursite.com/admin-import-trainers.php`
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### Step 4: Run Import
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1. **First**: Upload CSV and check "Dry Run" to preview changes
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2. **Review**: Check the dry-run output for any issues
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3. **Import**: Uncheck "Dry Run" and run actual import
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4. **Verify**: Check that users were created correctly
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### Step 5: Cleanup
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**IMMEDIATELY** delete `admin-import-trainers.php` from your server for security!
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## Method 2: Command Line (If Available)
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If your server has SSH/CLI access:
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```bash
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# Upload script to server
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scp scripts/import-trainer-csv.php user@yourserver:/path/to/wordpress/
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# Download CSV
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curl -O "https://upskill-staging.measurequick.com/wp-content/uploads/2025/06/250618120131_user-registration_formidable_entries.csv"
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# Run dry-run
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php import-trainer-csv.php 250618120131_user-registration_formidable_entries.csv --dry-run
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# Run actual import
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php import-trainer-csv.php 250618120131_user-registration_formidable_entries.csv
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```
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## What Gets Imported
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### User Data
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- Creates WordPress users with `hvac_trainer` role
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- Maps personal and business information to user meta
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- Sets all imported users as `approved` (pre-approved)
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- Generates secure passwords and sends welcome emails
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### Field Mappings
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| CSV Field | WordPress Field | Notes |
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|-----------|----------------|-------|
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| Name/Last Name | first_name, last_name | User profile |
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| Work Email | user_email, user_login | Primary identifier |
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| Company Name | business_name | Business info |
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| Phone Number | business_phone | Contact info |
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| Personal Accreditations | personal_accreditation | Certifications |
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| Training Target | training_audience | Converted to array |
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| Profile Picture | profile_image_id | URL mapped to attachment |
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### Events Calendar Integration
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- Creates organizer profiles for each trainer
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- Creates venue profiles for businesses
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- Links profiles to user accounts
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## Image Handling
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- **No image downloads** - assumes images exist on current server
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- Maps staging URLs to production URLs automatically
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- Logs warnings for missing images
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## Verification Steps
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After import, verify:
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1. **User Creation**: Check Users → All Users in WordPress admin
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2. **Role Assignment**: Ensure users have `hvac_trainer` role
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3. **Meta Data**: Check user profiles for complete information
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4. **Email Delivery**: Confirm welcome emails were sent
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5. **Events Integration**: Verify organizer/venue profiles created
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## Troubleshooting
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### Common Issues
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- **Missing images**: Check if profile images exist on your server
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- **Duplicate emails**: Script handles duplicates by updating existing users
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- **Role errors**: Ensure `hvac_trainer` role exists in your system
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- **Email failures**: Check WordPress mail configuration
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### Support
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- Check `scripts/README-import.md` for detailed technical info
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- Review error messages in import output
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- Verify WordPress permissions and plugins
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## Sample Output
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```
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Starting import from uploaded CSV
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DRY RUN MODE - No data will be modified
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----------------------------------------
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Creating new user: trainer1@example.com
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Creating new user: trainer2@example.com
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Warning: Could not find attachment for URL: https://...
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========================================
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Import Complete!
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========================================
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Processed: 25
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Created: 23
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Updated: 2
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Skipped: 0
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Errors: 0
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```
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## Post-Import Tasks
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1. **Remove import files** for security
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2. **Test user logins** with password reset
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3. **Verify trainer dashboards** work correctly
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4. **Check event creation** permissions
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5. **Update documentation** with new user count |