Guide to XFtoWP 1.2 Beta 2

XFtoWP 1.2 Beta 2 is now available, and offers more expansive and consistent user syncing, smarter automated actions, and the first eCommerce plugin integration! See what’s new:

XFtoWP 1.2 Beta 2 is ready for download in your account area

Already a customer of XFtoWP? You can immediately access the new beta from your customers area.

Been waiting for user syncing to be finished? Support the final stretch of development and get your copy now:

Get XFtoWP now

Haven’t ready the first XFtoWP beta guide? See the full features tour of XFtoWP 1.2 first, then see how they have progressed below.

A seriously solid admin workflow

The first thing I can’t help but notice is how solid the new admin workflows feel on the XFtoWP settings page. Everything you need from your XF site setup, all the way to the new User sync settings.

General XFtoWP integration settings setup

Turning on the new user sync features is as easy as clicking a checkbox for what you want your site to be able to do. These permissions look simple but do control important actions between your websites, so it is best to enable the “sync” options for the most consistent results.

BETA NOTE: The “enable user lookup” setting currently doesn’t do anything, but will be a nice little feature once it is complete.

In Beta 2, the User actions system has been completely rebuilt and enhanced to work far more reliably, including near perfect user groups syncing, and new product purchase and product expired actions.

Run a new forum action on user register

The manual controls from the Edit User screen have largely stayed the same but with some user checks put in place so now only administrators can view and sync users.

Custom XF user settings from the Edit profile screen

Need an at a glance view of what data is connected to your sites? The new Connected data page in XFtoWP 1.2 has been a great tool to see which threads and users are connected across my entire sites:

A list of WP users connected to XF users

Created automated actions from membership plugins to your XenForo forum

By itself, the user syncing features of XFtoWP work with the native WordPress register, login, and profile resets… and works with just about any plugin that utilizes the standard WP users database (which is most plugins).

Where the power of the new User actions system really starts to shine is by targeting common actions in eCommerce and membership plugins and running actions on your forum users automatically..

For example, wouldn’t it be great to add and remove usergroups based on a product or membership status? What about being able to send private messages and alerts based on different parts of a membership lifecycle?

Well now you can start to target these actions with the very first plugin integration to make it into XFtoWP.

…and by popular demand, it is MemberPress!

Enabling XFtoWP to MemberPress is as easy as uploading the tiny integration file now provided in your customers area.

XFtoWP and XFtoWP for MemberPress plugins installed and activated

How to Integrate XFtoWP with MemberPress (and other plugin integrations coming soon)

Once the integration plugin is enabled, MemberPress will have already been plugged into XFtoWP’s user sync system. Now you can configure a few settings to get the most of your integration:

Step 1: Add forum usergroups to your products

As explained in the beta 1 guide, you can now add usergroups you wish to promote and demote users to from XenForo – Site Setup – User groups.

Step 2: Create a new “product purchase” user action

The MemberPress integration will add the new “Product purchase” and “Produce expired” actions to the User actions settings. You can now change user groups and send messages based on the actions you choose.

Product purchase user actions settings

You may notice the {usergroup} variable as an option, and that is one you will always want to use if you intend to assign per-product usergroups to customers.

Once you select the {usergroup} variable and save it to your action, you’ll want to go to the product Edit page (in this case, MemberPress > Memberships) and assign a usergroup to the “XenForo actions” meta box:

How to integrate MemberPress to XFtoWP

…and that’s it! You can go create a test transaction and then immediately see the changes made in your test users.

Step 3: Creating test transactions

To create a test transaction, view the page of your Membership and complete the transaction here. If your WP account is already connected to a forum user, that user will get their groups updated and any messages sent.

If a guest is purchasing a product, a new WP user and XF forum account will be created and linked together, available for immediate login

The best part of all? The Product actions work across multiple products. Meaning if you have the same user purchase multiple products, the purchase product action will be gracefully applied to them and add/remove usergroups as necessary.

I’ll let you use your imagination on that one, as I know if you are reading this, you understand the huge possibilities there.

BETA NOTE: As of writing, the “Product expired” user action does not fully save all variable usergroups but other actions work accordingly.

Beta upgrade guide

If you are currently using XFtoWP 1.2 Beta 1 you should upgrade to Beta 2 immediately to try out the new features! While this version of the plugin is functionally stable, it is still beta software and is strongly advised NOT to be used on production sites.

…unless you’re bold, which I see a few of you are, and luckily I don’t expect the plugin to stay in beta for too much longer…

If you are upgrading from XFtoWP 1.2 Beta 1 you can simply delete the existing plugin and re-upload the new beta version through the plugins page. No settings or other data will be lost when you do this.

I also recommend you save the plugin settings and refresh your forum data to ensure there is a connection and no error messages. You should also delete all test users in WP and XF and start with fresh users.

If you find any error messages or anything that looks out of place, please report them to thread attached to this post.

Finally, if you setup User actions in the last beta you will need to re-create those as they have gotten some restructuring under-the-hood. Luckily there is not much information to add here so it won’t take much time.

Developers, there is a new world of content creation open with XFtoWP

Are you a developer and see the opportunity in creating templates, widgets, and other integrations with XenForo data available in WordPress?

XFtoWP comes with many rich developer tools that make getting, using, and sending data across your and XF and WP sites a breeze.

If you are interested in learning how to use XFtoWP developer tools, please leave a message in the attached thread and I’d be happy to help you out!

XFtoWP 1.2 Beta 2 is ready for download in your account area

Already a customer of XFtoWP? You can immediately access the new beta from your customers area.

Been waiting for user syncing to be finished? Support the final stretch of development and get your copy now:

Get XFtoWP now

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Will beta versions be made available to active subscribers? As we've discussed on Xenforo forum, I'm nearly ready to migrate from MyBB to Xenforo and the one thing I'm waiting on is the sync option that will be available soon in this plugin.

And I'll echo others here and in the thread on Xenforo that I'd prefer the Xenforo registration over Wordpress, but at the moment I'll take what I can get. :)

And while registration is done through WP, would an add-on like this for Xenforo still be usable, not for registration but for multiple account detection?

Thanks.

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Thanks for posting here @thunderclap82, glad to have you here. I am aiming to have the beta version using the built-in WP register system by next week and from there I intend to gather more feedback about what other plugins people are using to register on the WP site.

And I'll echo others here and in the thread on Xenforo that I'd prefer the Xenforo registration over Wordpress, but at the moment I'll take what I can get. :)

I can understand the demand and since this is a WP plugin it will have to be handled through WordPress as you know. With eCommerce and membership platforms I personally see this being the more valuable use case but I'd love to hear the case for the alternative.

And while registration is done through WP, would an add-on like this for Xenforo still be usable, not for registration but for multiple account detection?

For the more serious use cases of user sync I would recommend disabling registration on the XenForo side and handling it solely through WordPress, where the plugin will send new account and account update information. I specifically handle duplicate account checks on the WordPress and XenForo side in the plugin so that addon may not be necessary.

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Just looking for a status update on the beta. Thanks!

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Just looking for a status update on the beta. Thanks!

So close! I am just tidying up some permission notices in the beta and will be doing a writeup and video walkthrough to help you navigate the beta features.

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So close! I am just tidying up some permission notices in the beta and will be doing a writeup and video walkthrough to help you navigate the beta features.

Can't wait!

Here's a question while we wait for the imminent release: does syncing happen in both directions, or will all user moderation need to be handled on the WP side? More specifically, if users are pruned in Xenforo will they be pruned in WP, or will WP see they are missing and add them back?

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The best is stable enough that I will be able to release it in a few hours and give you guys time over the weekend to play with it. There are still some very minor quirks but overall the user sync functions have come out better than I thought.

Here's a question while we wait for the imminent release: does syncing happen in both directions, or will all user moderation need to be handled on the WP side? More specifically, if users are pruned in Xenforo will they be pruned in WP, or will WP see they are missing and add them back?

Think about it like this: anything that happens on the XenForo side will require the WP side to sync it, so no actions applied from XF will automatically apply over to WP. It may require you to change a few things about how you edit users and the recommended workflow for certain actions will be (if using all of the plugin's feature to the fullest extent):

  1. Change email from WP side
  2. Change password from WP side
  3. Delete users from WP side

Anything else doesn't matter and can remain on the XF side. Even if you do end up changing these things from the XF side there is a handy sync user button that will allow you to capture those details in one click in case a user is having any trouble:

View image at the forums

The beta plugin will excel in syncing individual users manually from user self-registration, manual admin registration, and syncing existing accounts individually. The thing I want to work out with XFtoWP customers during the beta period is how we can best scale these actions to work with existing user bases and mass syncing with different configurations.

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Use this thread to report any bugs, suggestions, and other discussions about XFtoWP 1.2 beta.

Read the beta announcement post and features tour for more details on how to get started.

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I tried making a post in support but it wouldn't let me saying I'm not authorized.

I installed the WP plugin and created the Xenforo API and as far as I can tell everything is configured properly yet the API user has no API permissions and I can't link anything. Can you point me in the right direction to fix this?

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The plugin works perfectly when creating new Wordpress users; however, I am still not able to bridge with MemberPress.

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I tried making a post in support but it wouldn't let me saying I'm not authorized.

Those forums are for customers of the Marketers Delight theme. Use this forum to post anything related to XFtoWP.

I installed the WP plugin and created the Xenforo API and as far as I can tell everything is configured properly yet the API user has no API permissions and I can't link anything. Can you point me in the right direction to fix this?

Are you seeing any error messages? Do Thread comments still work, and can you try using the manual sync controls when you edit a user?

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The plugin works perfectly when creating new Wordpress users; however, I am still not able to bridge with MemberPress.

That's great feedback! Currently the focus of this beta is to ensure the standard WordPress registration and login forms work. Once a couple more details are ironed out we will begin testing the big three integrations: WooCommerce, LearnDash, and MemberPress hopefully as early as a beta 3 release.

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