Convert CRM contacts to Portal Users

To provide access to Portal for already existing CRM contacts, select such contacts from the contacts’ list view and click on the actions dropdown.


Now select ‘Convert to Portal Contacts’ option from the dropdown.


This will convert CRM Contacts to portal users and a list of imported contacts will be displayed.


Click on ‘Export Converted’ button to export the list of converted users. This will export the list of converted users to a .csv file.


Now to create WordPress Users, import the csv file in WordPress Portal. To import the file in WordPress, navigate to Employee Portal >> Import Users


Click on ‘Choose File’ button and upload the csv file. Now, click on ‘Import’ button to import the contacts.


On importing the file, new WordPress users will be created and if ‘Send User Mail?’ checkbox is checked then users will receive a mail notification along with their credentials.