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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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:

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Please use this thread to share your experience with XFtoWP 1.2 Beta 2 and how the new user syncing capabilities are working for you. This is still beta software and some features are missing or incomplete, and all feedback is encouraged to get them right for the stable release. Thanks for your support!

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So far the update is working nicely, however I am experiencing an issue when syncing WP posts to Xenforo threads. This actually happened with Beta 1 but forgot to mention it. I'm using the default code when syncing posts to threads.
Is there a way to have the entire post, including pictures, just be in the thread instead of a Read Full Article link?

View image at the forums

Reply Like

So far the update is working nicely, however I am experiencing an issue when syncing WP posts to Xenforo threads. This actually happened with Beta 1 but forgot to mention it. I'm using the default code when syncing posts to threads.
Is there a way to have the entire post, including pictures, just be in the thread instead of a Read Full Article link?

View attachment 3140

Glad to hear the beta is going smoothly so far! Wasn't expecting to hear an issue about thread comments but that's no problem!

Hmm, it look like the excerpt text ("continue reading") has been modified to include some HTML. The XF bbcode parser doesn't seem to like much HTML posted in these areas, which is also why I have been unable to create a full post content variable as images and other HTML are blocked by the API for some reason. I will try to investigate why the HTML comes from the read more link and get back to you.

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Throwing out another registration plugin you might want to incorporate when you have time: Pie Register. It does everything I need in the basic version (i.e. username, email, password, email verification w/ limited days to verify). Or you could always add a basic registration feature to your plugin that piggybacks the default WP one, just add some extra safety measures in it. :) I'd pay a little extra for that feature.

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Throwing out another registration plugin you might want to incorporate when you have time: Pie Register. It does everything I need in the basic version (i.e. username, email, password, email verification w/ limited days to verify). Or you could always add a basic registration feature to your plugin that piggybacks the default WP one, just add some extra safety measures in it. :) I'd pay a little extra for that feature.

Funny enough I already have a simple register form created for a client who needed this exact functionality from XFtoWP, so I will have to release it. :)

I am curious though - does user sync work when you create a new user from the Pie Register admin? I have never heard of the plugin but from my testing most plugins use the standard WP user registration system in some way, which XFtoWP hooks into.

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No it doesn’t, BuddyPress doesn’t either.

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Agh, got ahead of myself. Luckily they won't be too hard to add into the plugin's sights. Since you've remained so active here and helpful I will look into BuddyPress next.

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From my perspective BuddyPress isn’t necessary (unless others are asking for it) if you’re incorporating your own registration settings (verifying email with a custom number of days to very before the account is deleted, and have reCaptcha and/or hCaptcha) or you incorporate Pie Register. The reason for this is Pie Register does what is needed without an additional plug-in like BuddyPress. It might save some work on your end.

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WordPress user syncing is almost ready! See what's new in XFtoWP 1.2