e608a15c74
- Add explicit role setting in update_user() method for existing users - Fix issue where existing users kept their old roles during import - Update both CLI and web-based import scripts - Update documentation to reflect role handling improvement 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
118 lines
No EOL
4.1 KiB
Markdown
118 lines
No EOL
4.1 KiB
Markdown
# HVAC Trainer CSV Import
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This script imports trainer data from the Formidable Forms CSV export into the current HVAC Upskill platform user database.
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## Usage
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### Download the CSV File First
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```bash
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# Download the CSV file to your local machine
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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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```
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### Run Import Script
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```bash
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# Dry run (shows what would be imported without making changes)
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php scripts/import-trainer-csv.php 250618120131_user-registration_formidable_entries.csv --dry-run
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# Actual import
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php scripts/import-trainer-csv.php 250618120131_user-registration_formidable_entries.csv
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```
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## What the Script Does
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### User Creation
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- Creates new WordPress users with `hvac_trainer` role
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- Updates existing users and ensures they have `hvac_trainer` role
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- Maps CSV fields to current database schema
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- Sets users as `approved` (pre-approved from previous system)
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- Generates secure random passwords
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- Sends welcome emails with password reset links
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### Field Mappings
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| CSV Field | Database Field | Notes |
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|-----------|----------------|-------|
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| Name | first_name | Direct mapping |
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| Last Name | last_name | Direct mapping |
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| Work Email | user_email, user_login | Primary identifier |
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| Country | user_country | Direct mapping |
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| State | user_state | Direct mapping |
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| Personal Accreditations | personal_accreditation | Direct mapping |
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| Company Name | business_name | Direct mapping |
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| Company Website | business_website | Direct mapping |
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| Phone Number | business_phone | Direct mapping |
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| Trainer Details | application_details | Background info |
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| Training Target | training_audience | Converted to array |
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| Organization Type | business_type | Mapped values |
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| Profile Picture | profile_image_id | URL mapping only |
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### Image Handling
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- **Does NOT download images** from staging URLs
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- Maps staging URLs (`upskill-staging.measurequick.com`) to production URLs
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- Searches for existing attachments by URL
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- Sets `profile_image_id` if attachment found
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- Logs warnings for missing images
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### Additional Features
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- Creates Events Calendar organizer profiles
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- Creates venue profiles for businesses
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- Handles duplicate users (updates existing)
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- Comprehensive error handling and logging
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- Import statistics summary
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## Important Notes
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### Before Running
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1. **Backup your database** - This script creates/modifies user data
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2. **Run dry-run first** - Always test with `--dry-run` flag
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3. **Check production domain** - Update the domain mapping in `map_profile_image()` method if needed
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### Image URL Mapping
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The script expects images to already exist on your current instance but with staging URLs in the CSV. It converts:
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```
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upskill-staging.measurequick.com → upskill.measurequick.com
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```
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Update line 169 in the script if your production domain is different.
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### Generated Passwords
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- Users get randomly generated secure passwords
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- Welcome emails include password reset links
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- Users must reset passwords on first login
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### Organizer/Venue Creation
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- Creates Events Calendar organizer profiles for each trainer
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- Creates venue profiles for trainers with company names
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- Links profiles to user accounts via meta fields
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## Troubleshooting
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### Common Issues
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1. **Missing images**: Check if images exist on current instance
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2. **Duplicate usernames**: Script auto-handles with numbered suffixes
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3. **Email sending**: Ensure WordPress mail is configured
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4. **WordPress not found**: Run from WordPress root directory
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### Error Messages
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- `Could not load WordPress`: Run from correct directory
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- `CSV file not found`: Check file path
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- `Could not find attachment`: Image doesn't exist on current instance
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## Output Example
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```
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Starting import from: trainers.csv
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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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Updating existing user: existing@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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``` |