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Migration from NCR – best method

Posted: June 7, 2021 at 7:14 am


denisemorgan

June 7, 2021 at 7:14 am

The site currently uses NCRConsole.com, but the service is being discontinued. Registrations can be exported to a CSV, and I find where EventEspresso accepts csv imports for registrations. Is there anyway the events can be also migrated? Or do they need to be manually setup in Event Espresso before importing the user registrations?

Any knowledge or tips you can offer on migrating from NCR Console to Event Espresso would be appreciated.


Tony

  • Support Staff

June 8, 2021 at 4:41 am

Hi there,

Currently, the only method that can be used to ‘export’ events from one site to another is to copy the entire database over and use that on the new site (so not really an export), however, that won’t work if you are trying to ‘merge’ data from one site into another.

So if your ‘new’ site is an existing site different from NCR you’ll need to manually create the events in that site and then export each event’s registrations on NCR and import them into the new events on the new site to keep a record.

Are the events previous events that you are keeping a record of or are the events active/upcoming?


denisemorgan

June 8, 2021 at 5:01 am

Thanks Tony. Are you suggesting there is a way to migrate a complete database from NCRConsole to EventEspresso? I am familiar with database operations, most recently with MySQL, but was presuming they were entirely different databases. That is why I was expecting to use:
1. Export from NCRConsole to csv
2. Remap csv to EventEspresso csv layout
3. Import csv into EventEspresso

Upcoming events are most important, but my understanding would be required for importing user registrations (that the events already exist).
Historical information is also highly desired for maintaining continuity and customer loyalty, etc.

Thank you.


Tony

  • Support Staff

June 8, 2021 at 5:22 am

Are you suggesting there is a way to migrate a complete database from NCRConsole to EventEspresso?

Depends on what you mean by ‘to EventEspresso’ here?

We (EventEspresso.com) don’t store/host your event data so no, you can’t migrate your database over to us if that is what you are asking?

What I’m referring to above is exporting the database from your NCRConsole site and then using it on another domain. Essentially creating a full copy of your site and then using it on another domain, however, you have a domain linked to your account already and I assume that already has different content than the NCR site? If so, the above won’t work as you’d be trying to merge the 2 databases together, it doesn’t work well.

I am familiar with database operations, most recently with MySQL, but was presuming they were entirely different databases.

They are different databases, NCR will have its own DB and so will your new site.

It sounds like copying the entire database isn’t going to be an option for you here, various EE events are stored in the wp_posts tables as custom post types and their ID’s used as foreign keys within multiple custom tables for Event Espresso. So you can’t export those rows from the above and then import them into another site without then mapping the ID to the various rows that use them (we don’t have any methods that will do this automatically for you currently).

That is why I was expecting to use:
1. Export from NCRConsole to csv
2. Remap csv to EventEspresso csv layout
3. Import csv into EventEspresso

If you are exporting the registration using Event Espresso itself, then you don’t need to remap the CSV, we have an Importer add-on for EE4 that can assign the values on the fly.

Upcoming events are most important, but my understanding would be required for importing user registrations (that the events already exist).

Not sure I understand this, but you will need to manually recreate the events on the new site, then import each individual events registrations separately.

Historical information is also highly desired for maintaining continuity and customer loyalty, etc.

For historic data, what I recommend you do is clone the NCRConsole site on a subdomain and hide it from public view, that allows you (the admins) to get access to that data should you need it.

Transferring over all of the EE data for users into the new site isn’t going to be easy, it’s doable but will take a fair amount of admin work. How many events need to be migrated over from the ‘old’ site?


denisemorgan

June 9, 2021 at 4:42 am

EE is replacing NCR
So it is desired to migrate the NCR data pertaining to events and registrations to EE.
There is no domain change. The same domain is being used.
As I attempted to explain the goal is to migrate the NCR data into the database EE uses.
You seemed to switch your response into exporting FROM EE, that is not the desire.
I have some csvs with exported data from NCR, and want to import that data to were EE will use it. As I expressed EE is using the MySQL database native to WordPress.

So back to the question, hopefully with more clarity:
With the understanding data has been exported from NCR into csv for user registrations which identifies events.

Is there a way to use the NCR csv exports to CREATE the events in EE?
(yes, I understand this goes into the MySQL database).


Tony

  • Support Staff

June 9, 2021 at 5:03 am

Ohh, sorry, when you said NCRConsole.com (which doesn’t load for me) I thought that was a previous site using EE, meaning you are changing from an EE install on NCRConsole.com to a ‘new’ site and wanted to import the data over from ‘old’ EE install into the ‘new’ one.

My mistake, I’ve not heard of NCR Console previously.

So to answer this:

With the understanding data has been exported from NCR into csv for user registrations which identifies events.

Is there a way to use the NCR csv exports to CREATE the events in EE?

No, you’ll need to manually create the events within Event Espresso and then import the registrations.

However, with regards to this:

(yes, I understand this goes into the MySQL database).

It sounds like you are going to import the registration directly into the database yourself, is that correct?

There are a lot of relationships around registrations and I don’t recommend doing this directly but rather using the Importer add-on:

https://eventespresso.com/product/eea-importer/

This allows you to import a CSV file of ‘attendees’ into a specific event, it allows you to set the event and specific ticket on that event on which the registrations should be. Maps out the registration questions for you and allows you to select specific fields for specific registration questions.

Then creates all of the EE_Registration, EE_Contact, EE_Tranactions and EE_Line_item objects for you on the fly.


denisemorgan

June 9, 2021 at 12:59 pm

No, I planned on using a tool of EE to import the csv, not attempting to create the relationships myself.
I had found this, and thought it was the right approach: https://eventespresso.com/topic/export-and-import-of-events-and-registrations/

Is the importer included in the Everything Support License?


Tony

  • Support Staff

June 10, 2021 at 2:41 am

Yes, the EE4 everything license includes all of our EE4 add-ons.

It’s available in the downloads section on your account page.


denisemorgan

June 22, 2021 at 1:52 pm

We are using the import process, but need to import more fields than found in either of the two sample template import csv files. We need “seats” and “comments”.
We added those questions to the registration form, but when attempting to import with those additional fields in the csv there is no field in the import process to represent those fields. Is there a way to have all Registration Form questions active for the import process?


Tony

  • Support Staff

June 23, 2021 at 2:58 am

So they should up as part of the import but there’s no EE question to assign them to?

When you created the questions within EE, did you assign them to a question group?

If so, did you always assign that question group to event you are importing them onto?

EE will show the questions that relate to the selected event, so in the event editor, make sure that the question groups that have all of the questions you need are assigned to the event in this section:

https://monosnap.com/file/SbYGsxdaZwiWs4NzEmDA0v2DNWikX8


denisemorgan

June 23, 2021 at 7:47 am

The mapping process of the import process does not include the fields to contain the answers to the new questions I add to the registrant process.
Where is the process of “import mapping” documented as to how to use “question group” and assignment of “question group” to event?

Ideally I would like a simple process to assign the questions to all the events, run the import process, then remove the questions, since at least one of the questions “# of seats” is not needed, since the EE registration process includes that, so we don’t want to ask twice.


Tony

  • Support Staff

June 23, 2021 at 8:13 am

The mapping process of the import process does not include the fields to contain the answers to the new questions I add to the registrant process.

So is that not showing the CSV field to be mapped, or not showing the EE question to map the CSV field to?

Can you add a screenshot that shows this, please?

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots

Where is the process of “import mapping” documented as to how to use “question group” and assignment of “question group” to event?

It’s not, as your selecting fields from the CSV to assign them to custom questions created within Event Espresso so most of what we document then wouldn’t show for other users as it depends on the questions themselves.

Ideally I would like a simple process to assign the questions to all the events, run the import process, then remove the questions

We don’t have an option to assign/remove questions from all events at once.

Although you could assign the questions to the ‘Personal Information’ question group and they would show for every event as that group is required at least once for every event. Removing them from the question group again though would mean the value wont show up in the registration data for each registrant, so I’m not sure why you would remove them?

since at least one of the questions “# of seats” is not needed, since the EE registration process includes that, so we don’t want to ask twice.

‘# of seats’ is not a default EE question field so I guess I don’t follow your meaning here.

Can you explain further?


denisemorgan

June 23, 2021 at 8:47 am

This would be simple and time efficient if you were able to log in to the site and view the screen. You do understand you are asking for me to take a screenprint of a drop down menu and describe what is NOT there, right? The only fields showing to be mapped are the default ones.

IF the mapping is reliant on questions being assigned to groups and events, then THAT is what I need documentation on how to do. If it exists please provided it.


Tony

  • Support Staff

June 23, 2021 at 11:14 am

This would be simple and time efficient if you were able to log in to the site and view the screen.

I’d have happily logged in to view this, I’m not sure when that wasn’t an option?

You do understand you are asking for me to take a screenprint of a drop down menu and describe what is NOT there, right?

Well, no. What I originally asked was:

So is that not showing the CSV field to be mapped, or not showing the EE question to map the CSV field to?

The answer given, was:

The mapping process of the import process does not include the fields to contain the answers to the new questions I add to the registrant process.

So I asked for a screenshot to work out what the above means as (at that point) it still wasn’t clear if it relates to the CSV fields or the EE Questions not showing.

So it’s the EE Questions not showing up.

IF the mapping is reliant on questions being assigned to groups and events, then THAT is what I need documentation on how to do. If it exists please provided it.

You’ll find that here:

https://eventespresso.com/wiki/add-questions-event-espresso-question-groups/

The video on that page also shows you how to assign question groups onto events.


denisemorgan

June 23, 2021 at 12:21 pm

You seem to be confused, the information being exported comes from NCR (another Calendar process). If the data for “comments” and “seats” weren’t in it, then why/how would I be asking you to map it in the EE importer process? Clearly we have the data, and the problem is there is NO MAP OPTION FOR THE DATA in the EE import process. There is only mapping options for the base default EE fields.

You have now mentioned the EE grouping option several times, and I continue to desire to understand where the import process is documented. I only added the Registration Form questions as it was my “best guess”. You have not confirmed I will end up with the mapping process desired as a result.

Perhaps the Import process requirement for registration form questions to be added is buried in one of the articles you provide, but it is not obvious. Frustration is high when your intent is to lead me down a path that has not been confirmed to be the path I need to be on.

Summary:
1. Event registration data is exported from NCR Calendar process.
2. Exported data contains “seats” and “comments”
3. EE importer does not have mapping options for “seats” and comments”
4. I added Registration form questions ON A GUESS that mapping options would then be available.
5. Mapping options are still not available
6. You have provided information about Registration Form Questions and Question Groups, but have not advised whether work on those will cause Import Mapping options to change.
7. I can provide a screen print showing the fields in the csv to be mapped, but not “to” fields to map them. I do not see an option here to include an attachment of a screen print.

I am happy to do a zoom session if you desire.


Tony

  • Support Staff

June 23, 2021 at 3:18 pm

I’m not confused at all.

The reason I’ve asked for clarification on several occasions is your phrasing is too general to know for sure what needs to be fixed, so I’ve asked for more details.

I didn’t say you didn’t have the data but simply tried to confirm if the individual fields from the CSV are showing on the importer or not. Or, if the issue is the EE Questions not showing in the dropdowns, up until the point you mentioned dropdowns this wasn’t clear.

Anyway, it’s now clear that the issue is the missing registration questions.

Other than the payment amount the importer can only map fields to registration form questions and those questions need to be assigned to the event in question to show up on the importer (You could have hundreds of EE Questions and only need to map 4, so we use whatever fields are assigned on the event the import is for).

So, yes, to get the additional registration questions to show up for mapping you need to first, create the question:

Event Espresso -> Registration form -> Questions.
(Create whichever questions you want to map)

Example: https://monosnap.com/file/nLOnri3GKy6pbjarXh5KoKipJdHsl1
(‘Custom Question 1’ and ‘Custom Question 2’)

Events only allow you to assign question groups, not specific questions, so those questions need to be assigned to a question group. That could be one of the default groups, or a custom group it’s up to you.

Go to Event Espresso -> Registration form -> Question Groups.

Create a question group and assign the question to the group: https://monosnap.com/file/8YJPMs0BJ4kNDKBOOKjIYaiMoSeY39

Right now, at this point, nothing will have changed in the importer. We have custom questions assigned to a group, but we need to set the group onto the event we are importing to.

Edit the event and select the new Custom Group: https://monosnap.com/file/GLvR9TYkGPsedAh63ijKYfzILuZKcy
(Click the checkbox and then update the event)

Reload the importer, now that the question are assigned to the event (thought the use of a question group), they show up within the CSV Mapping questions.


denisemorgan

June 23, 2021 at 4:12 pm

AS I mentioned, I already added the questions, so that was already completed. I decided to assign the questions to the Personal Information group and the additional information has imported. Thank you for your efforts.


Tony

  • Support Staff

June 23, 2021 at 5:30 pm

Yeah, I’m aware. Just didn’t want to leave anything out.

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