Dear Syriliah,
To add an existing WP User as a Contact of CRM:
navigate to wp-admin -> CRM -> Contacts -> Add New Contact.
Check out this screenshot
Then, insert the Email of the existing WP User in the “Email” field. Then you would see a message popping up above: “This is wp user! Do you want to create this user as a contact ?”
Check out this screenshot
You will have to select “Create a New Contact”. This would automatically import the details of the existing WP User and add that user as a CRM Contact.
Check out this screenshot
I hope this will help you out.
Thank you.
Hi,
Thank you for your answer but I have 500 users to add!
In users screen, why is it suggested when mass selected : import into CRM?
Thanks for answer
Syriliah
Dear Syrillah,
We are currently working on this “Import into CRM” feature. I will let you know as soon as it is fixed.
Thank you.
-
This reply was modified 7 years, 10 months ago by
Rafin.
Dear Syrillah,
Please replace the code of <strong>functions-customer.php</strong> in line no. 3119 with this following line of code: $contact_id = erp_insert_people( $data );
This is the location of “functions-customer.php” file: modules/crm/includes/functions-customer.php
This should fix the “Import into CRM” issue from the “Users” page.
Let me know if you face any issues
Thank you.
This issue is resolved in the latest update. Let us know if you face any problems.
Thanks
