This helpful article walks you through how to upload new users and their businesses to The Small Business Institute website. Follow this steps:
Prepare the CSV files
Users
Create a user CSV file with these column headings:user_login (a concatenation of the users first and last names – all lowercase – no spaces)
- user_login
- user_email
- user_pass (set to a default like “tsbirewards”)
- first_name
- last_name
- role (set to “free_associate”)
Businesses
Create a business CSV file with these column headings:post_title (their business name)
- post_title (business name)
- post_author (set to the username – same as in user upload sheet)
- post_type (set to “business”)
- post_status (set to “publish”)
- field_51c7abd232c88 (business name)
- field_51b91b73d9fbd (phone)
- field_51be7a64aed47 (street address)
- field_51be7a72aed48 (suburb/town)
- field_51b91b52d9fbc (postcode – custom field key)
- Upload the users
Upload the users by going to Dashboard > Users > Import from CSV .
Use the following settings: leave all boxes unticked
Upload the businesses
Upload the businesses by going to Dashboard > Import > CSV
Upload the user list to Mailchimp
- Login to Mailcimp
- Upload the User CSV to Mailchimp: See this helpful Mailchimp article and video for how to do this
- Go to your lists and select “Import” for the list you want to add users to
- Choose your import method – Import from CSV
- Choose the CSV File
- Map the fields
- Click “Complete Import”
- Your automated welcome email will be sent from Mailchimp
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