Can I automatically assign all the users to a plan

  • slboone
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7 years 9 months ago #100936 by slboone
Hi we have an existing system with about 400 users and we are just adding Membershp Pro. Is there a way to automatically assign a membership plan to these users?

Thank you for your help!

Sondra

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7 years 9 months ago - 7 years 9 months ago #100941 by Alan Henness
Replied by Alan Henness on topic Can I automatically assign all the users to a plan
If you are importing the users using a spreadsheet, then you can create a column that contains the plan name and the users will be automatically assigned to that plan on import. I think the documentation covers it - or there is another thread on here somewhere. I did it with about 150 users - it is well worth while trying it all out beforehand. There are a lot of fields you might want to set up in the spreadsheet, for example, start date, expiry date and any custom fields and it took me several attempts to get everything in the right format. Watch out for date formats in particular!

ETA: make sure you disable the sending of emails when you are trying out the import or you may annoy a lot of your users - I switched it back on after they were all finally and properly imported.
Last edit: 7 years 9 months ago by Alan Henness.
The following user(s) said Thank You: Tuan Pham Ngoc, slboone

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7 years 9 months ago #100994 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can I automatically assign all the users to a plan
Actually, there is a not documented feature to allow doing that easier:

1. Login to administrator area of your site using super admin account

2. Access to this URL domain.com/administrator/index.php?optio...o_plan_id=ID_OF_PLAN

Note that:
- domain.com needs to be replaced with domain of your website
- ID_OF_PLAN needs to be replaced ID of the plan which you want import these users to. For example

joomdonation.com/administrator/index.php..._joomla&to_plan_id=2 will import all Joomla users on our website as subscribers of plan with ID = 2

Regards,

Tuan

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7 years 9 months ago #101039 by Alan Henness
Replied by Alan Henness on topic Can I automatically assign all the users to a plan
Tuan

If I understand you correctly, that url will import existing joomla users into membership Pro? That may or may not have been what Sondra had meant. I assumed Sondra meant importing them as new subscribers that weren't already joomla users.

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7 years 9 months ago #101057 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Can I automatically assign all the users to a plan
@Alan

Ah, Yes, I see it now. I thought he wants to import Joomla users, but look like he wants to import users from different system, so your suggestion is the right option here

Tuan

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