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Getting Started Untitled-27

Customisation Untitled-27

Troubleshooting Untitled-27

Security Untitled-27

Users & roles Untitled-27

Working with Client Portal Untitled-27

Integrations Untitled-27

Importing and Exporting Portals

Export your portal data and import into a new website

Woah there! Before you to any imports or exports, make sure you backup your WordPress website.

Exporting your portal data

1
Navigate to Tools -> Export.
2
Choose "Client Portal data"
3
In the dropdown, select which client you would like to export the portals for. If you would only like 1 portal downloaded, you'll need to temporarily create a new user and assign them to only this portal.
4
Click "Download Export File".

 

Importing your portal data

1
Navigate to Tools -> Import.
2
Choose "WordPress" and click "Run Importer". If you don't have this already installed you'll first need to choose "Install now".
3
Click "Choose file" and select the .XML file you downloaded during the export process. Then click "Upload file and import".
4
Choose which user you would like to have as the author of this plugin. This will usually be you (the administrator). Or you can create a new user.
5
Make sure "Download and import file attachments" is checked!
6
Click "Submit"and your portal(s) will be imported. This could take a few minutes to complete.
Please note: If the portals contain a lot of large attachments, it's very likely the attachment import will fail due to a timeout. Unfortunately, we cannot give an accurate number as to the maximum file size as it varies from different servers or hosting providers. If you experience this issue, try re-saving any attachments (like images) as a smaller file size. And make sure you back up your website!