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  Public Ticket #2700855
Customer Migration
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  • Rudy started the conversation

    We are looking at purchasing Amelia. I am curious if there is a way to port in our existing WooCommerce customers on the paid version? I have the free version installed and the customer list is empty. Is this because of the need for a paid license to connect WooCommerce?

  • [deleted] replied

    Hi, Rudy!

    Thank you for your interest in Amelia.

    Unfortunately, at the moment there's no option to import data to Amelia either from a file or from another service. The WooCommerce integration works as a payment getaway: you can connect Amelia's Services to WooCommerce product/products (it can be the same product or different ones), so your customers will be able to pay online to complete the booking. They won't be able to use the WooCommerce cart, to log in to WooCommerce, etc. 

    If you have any other questions, please let us know.

    Best Regards. 

  • Rudy replied

    Thank you.

    So is the only way to link an Amelia user account to an existing Wordpress "customer" or "user" manually?

  • Rudy replied

    Are you supposed to be able to link to a Wordpress user with the free version (we are testing it now)

  • [deleted] replied

    Hi, Rudy!

    Yes, it's supposed to work.

    Please open WP -> Users page, choose the user you want to connect to the Amelia Customer profile, change the role to Amelia Customer. Then go to Amelia -> Customers page, choose "Add Customer" or edit the existing one. You should be able to connect this Customer to the existing WP User now.

    If it doesn't work, please provide me with temporary WP Admin access. You can post the credentials as a private reply to this ticket, so no one will be able to see them except for us.

    Best Regards. 

  • Rudy replied

    This worked, thank you.

    So we would have to set up customers for our existing 200+ WP Users? Then manually connect them?

  • [deleted] replied

    Hi, Rudy!

    Thank you for your feedback, I'm glad to know I could help.

    It depends on when you want your Customers to be connected to the WP users:

    - If it doesn't matter, then your Customers can be connected after their first bookings. If the "Automatically create Amelia Customer user " option in Amelia -> Settings -> Roles settings -> Customer is enabled, the Amelia Customer will be created after the person completes the first booking, and you'll have to only connect this Customer to the existing WP user (as we discussed before, the WP users have to be added prior and have Amelia Customer roles for that).

    - But if you want your Customers to be connected to WP users in advance, before they make their first bookings, then you'll have to do it manually.

    If you have any other questions, please let us know.

    Best Regards.