• Hi there,

    I want to build a client portal. Each user has their own private space to log where they can see everything about their account.
    I need to update their information from time to time – in bulk mode – (which campaign are they assigned to, an url to that day’s invoice, etc) without deleting past information. Want them to have an archive of the information I upload. Since

    Basically, I have 3000 clients and each one has different informations (url to pdfs, campaign dates, campaign details, etc) that I need to upload montlhy or every two weeks. But I need to upload on a bulk mode, through an import or something..

    All I see is imports based on user groups, nothing individually.

    Hope I explained myself correctly ??

Viewing 3 replies - 1 through 3 (of 3 total)
  • Kindly help me better understand your question so I can help you.

    I want to build a client portal…

    All I see is imports based on user groups, nothing individually.

    Are these two statements somehow connected? In other words, is this “imports based on user groups” part of the client portal you’re building? Or is it the native WordPress Import feature at TOOLS => IMPORT you’re referring to?

    Also, are you a developer coding your own client portal plugin? Or are you using some existing plugin(s) to build this client portal? If the later, what plugin(s) are you using?

    UPDATE: I’ve had very good result importing bulk CSV data with the WP All Import plugin:

    https://www.ads-software.com/plugins/wp-all-import/

    • This reply was modified 3 years, 9 months ago by George Appiah. Reason: Added a plugin recommendation
    Thread Starter inesalopes

    (@inesalopes)

    thank you for your reply.

    I’m not a developer and I still don’t have the website, just looking for the best plugins (paid or not, don’t care) so I can have a client portal where each user logs and each has their own area to consult the files I upload specifically for them.
    In my head what I need, as an admin, is to import – on a weekly basis – a pdf that is different from user to user and different everytime I upload it. Each user will then have an archive (based on date of import, for example) where they can check and download those pdfs (think of them as invoices).

    Can I simply have the information I need (not the file) uploaded (with custom fields) for each user and then have a pdf generator to make the file I need?

    Sorry if this is confusing ??

    Moderator bcworkz

    (@bcworkz)

    You can pretty much do anything you like with custom coding, but code cannot create data from nothing. There needs to be a resource telling it what to do. Like George suggested, all the data could be in the form of a CSV file which is then imported into the DB with a plugin.

    I don’t think the suggested plugin will also upload files. Code running on a server cannot access a local file system. The custom script may need to run locally where it can push files and data to the server through the API.

    How would you normally specify all this data that needs to be updated? It might be best to create a UI which allows you to create the data directly in the DB and server file system without needing to import via a CSV file. If such a task is horribly repetitious, the repetition should be able to be automated. It’s what computer code does best.

Viewing 3 replies - 1 through 3 (of 3 total)
  • The topic ‘Upload Content by User (bulk mode)’ is closed to new replies.