Hello Maxime,

Thanks for reaching out to us.

Only WP users with the customer user role will be available for assigning in Amelia Customers. There is an option to import the customers through the .csv file, but if you have WP user with the Amelia customer user role, you will see all the users in the expanding menu.

The same goes for the employees. If there is a user with the Amelia employee, this user will be available in the expanding menu when creating a new employee.

I hope it helps.

Hello Maxime,

Unfortunately, as previously stated, this is not possible since only the WP users with the Amelia customer user roles can be assigned as the WP users in the Amelia Customers.

For example, this WP user has the Amelia Customer role 

In the Amelia Customer, if i click to edit the customer, this WP user will be available in the expanding menu

I hope it helps.

Hello Maxime,

Well, there is a script that you can add to the functions.php file, but again, this only works if the users in WP users have an "Amelia Customer" role, since this is how Amelia recognizes the roles and assigns them to the Amelia Customers.

add_action( 'profile_update', 'add_amelia_customer_role', 10 );
add_action( 'user_register', 'add_amelia_customer_role', 10 );
function add_amelia_customer_role() {
   $args = array(
        'role'         => 'customer',
        'role__not_in' => array( 'wpamelia-customer' ),
        'number'       => '500',
    );
    $customer_users = get_users( $args );
    foreach ( $customer_users as $user ) {
        $user->add_role( 'wpamelia-customer' );
    }
}

This script will execute on every user update and user registration, ensuring every user with the role Customer will also have the role Amelia Customer added.

I hope it helps.

Hello Maxime,

In WP users, you can click on the checkbox to select all the users and then you have the option to "add role"

By doing this, you can assign the role to all users selected, but make sure that each user only has one user role assigned. You would need to remove them and just leave the Amelia Customer

When all the WP users have the Amelia Customer user role, the script should automatically recognize and it will execute on every user update and user registration, ensuring every user with the role Customer will also have the role Amelia Customer added.

I hope it cleared a bit.

Hi Maxim,

Apologies for the delayed answer and thank you for your video. Please, allow me to double check with the developers regarding the script and I will get back to you as soon as I have the feedback.

Apologies again for the inconvenience and for the long wait.

Hi Maxim,

Apologies for the delayed answer. Just checked the code with the developers, and here is the updated one 

add_action('profile_update', function() {    
    $container = require AMELIA_PATH . '/src/Infrastructure/ContainerConfig/container.php';
    $customerAS = $container->get('application.user.customer.service');    $userRepo = $container->get('domain.users.repository');
    $args  = array(        
        'role'    => 'wpamelia-customer'    
    );
    $users = get_users($args);
    foreach ($users as $user) {        
        $ameliaUser = $userRepo->getByEntityId($user->ID, 'externalId');
        if ($ameliaUser && $ameliaUser->length() > 0) {
            continue;
        }
        $userMetaData = get_user_meta($user->ID);
        $userArr      =            [
                'status'     => 'visible',
                'type'       => 'customer',
                'firstName'  => !empty($userMetaData['first_name'][0]) ? $userMetaData['first_name'][0] : $user->data->user_login,
                'lastName'   => !empty($userMetaData['last_name'][0]) ? $userMetaData['last_name'][0] : $user->data->user_login,
                'email'      => $user->data->user_email,
                'externalId' => $user->ID,
            ];
        $customerAS->createCustomer($userArr);
    }
}, 10);

Feel free to use this one. It will be triggered on a profile update and it will take all the wp users that have the Amelia Customer role and create an Amelia Customer tied to that wp user. Once executed successfully you should remove it.

Please, let me know if it works. 

Hi Maxime,

Just consulted developers for the phone number. Waiting for the reply and I will get back to you as soon as I have the information.

Hi Maxime,

Add the phone to this array:

$userArr      =            [
                'status'     => 'visible',
                'type'       => 'customer',
                'firstName'  => !empty($userMetaData['first_name'][0]) ? $userMetaData['first_name'][0] : $user->data->user_login,
                'lastName'   => !empty($userMetaData['last_name'][0]) ? $userMetaData['last_name'][0] : $user->data->user_login,
                'email'      => $user->data->user_email,
                'phone'      => !empty($userMetaData['billing_phone'][0]) ? $userMetaData['billing_phone'][0] : null,
                'countryPhoneIso' => 'us'
            ];

However phone number needs to be in this format: +12124567890 (no dashes or spaces, with the country code), and if all the phone numbers are from the same country you can put country, phone, so like in the example (example for US), if not do not include the field.

If all the Amelia customers are created already this will not work, so you can delete all of them and rerun the code by updating any wp user.

I hope it helps.