<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is the Wordpress.org Integration?</strong></p><p><strong>- Connecting to a Wordpress.org Site</strong></p><p><strong>- Importing Posts</strong></p><p><strong>- Enabling the Halo Integrator</strong></p><p><br></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">What is the Wordpress.org Integration?</span></strong></p><p>The Wordpress.org integration can import posts from a self-hosted Wordpress site as Knowledge Base articles in Halo. </p><p><br></p><p><strong><em>Note: If the website is hosted by Wordpress, you must use the </em></strong><a href="https://usehalo.com/haloitsm/guides/2830/" target="_blank" rel="noopener noreferrer"><strong><em>Wordpress.com integration</em></strong></a><strong><em> instead.</em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Connecting to a Wordpress.org Site</span></strong></p><p>In Configuration > Integrations, you will find the Wordpress.org module in the Documentation section. Hover over the module, and click the plus icon to enable it.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA1ZWY4MjAzLTg2ODYtNDAxZS1iY2I4LTBiZmMwYmYyODY0NiJ9.9diD19IEWtPGh95YH6nqO0I1r-1nJ_HQpi_sVAUauBo" class="fr-fic fr-fil fr-dib" width="110" height="118"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling the Wordpress.org integration</span></strong></p><p><br></p><p>Clicking into the module, you will see an option to "Add/Edit Wordpress Connections".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwNThkNDQ4LWMzMmYtNGZjOC04ZmRjLWEzY2FhODdjYmQwZSJ9.0fIR9m54G0J-e-Yhq0YhlHJI564RzNBHfclLLM_9cbM" class="fr-fic fr-fil fr-dib" width="1353" height="705"></p><p><strong><span style="font-size: 10pt;">Fig 2. Navigating to connect to Wordpress.org </span></strong></p><p><br></p><p>Multiple Wordpress.org connections can be made; either choose an existing one to edit or click the "New" button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM3MDczODU1LWEzYmYtNGYxYi1hZTM3LTNjODJmYjk2YzhhZSJ9.vtd5bVcG1ES1VBKR08I-soP5348WvevC5lISYY0uE4w" class="fr-fic fr-fil fr-dib" width="1691" style="width: 1693px; height: 107.443px;" height="107"></p><p><strong><span style="font-size: 10pt;">Fig 3. Wordpress.org connection list</span></strong></p><p><br></p><p>You will then be able to connect to the Wordpress site. </p><p><br></p><ul><li><strong>Enabled:</strong> This will be enabled by default to allow import.</li><li><strong>Connection Name: </strong>Reference for the connection.</li><li><strong>Site Url: </strong>URL of the Wordpress.org site.</li><li><strong>Only import Posts with this Tag: </strong>If set, only posts that match this tag will be imported.</li><li><strong>Post Status to Import: </strong>If set, only posts that use this status will be imported.</li><li><strong>Import categories of Posts as FAQ Lists: </strong>The category set against the post will be created as an FAQ list, and the<strong> </strong>article set against that list.<strong> </strong>"Owner" access control will be given to the agent who imports the post. Any other levels of access control must be manually given.</li><li><strong>Default FAQ List: </strong>This will import all posts against this FAQ list. This will only show if the above setting is disabled.</li><li><strong>Do not update FAQ Lists for previously imported Posts:</strong> If the category/default FAQ list changes and this is enabled, the article will stay in its originally assigned FAQ list instead of moving to the new one.</li><li><strong>Use a Custom Wordpress endpoint:</strong> If enabled, a custom endpoint can be specified to retrieve the post data. This may be needed when using certain custom Wordpress themes. The endpoint must return all the listed fields for the import to run.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxMTlkMDAxLWQ3MGItNDExZS04MDJhLWViOWU1NGI5YzM5NSJ9.FNZi8sFNuMhm4OUln5HM0RtxTHMCPRXUCs3GTu8vHkk" class="fr-fic fr-fil fr-dib" width="684" height="729"></p><p><strong><span style="font-size: 10pt;">Fig 4. Configuring the site and post options</span></strong></p><p><br></p><p>If you wish to retrieve non-public posts, you will need authenticate with Wordpress.org credentials. The username and password given must correspond with a Wordpress admin user.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkYTYyN2IwLWZhMGUtNDkwMS04NjU2LTQxZDZmMDc4ODkyNyJ9.jjkxHtLH79yq59HY4RlJZIOCgR_NsOKU4TKxMv4oGRE" class="fr-fic fr-fil fr-dib" width="632" height="283"></p><p><strong><span style="font-size: 10pt;">Fig 5. Authenticating with Wordpress.org credentials</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Importing Posts</span></strong></p><p>Within the main section of the Wordpress.org module, click the "Import Wordpress Posts via API" button. Anything within the "Posts" section of the Wordpress.org site, that has note been filtered out by status or tag, will show in this import screen.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0Y2U0OWFiLWNiNTMtNGZmNC1iNTU1LWQyMmNjMTZjMjNhMSJ9.nlDN8-qPe0XATjS8HJWe_LIYMUTlHTZzGfUeG9-ktzI" class="fr-fic fr-fil fr-dib" width="1369" height="715"></p><p><strong><span style="font-size: 10pt;">Fig 6. Importing posts via API</span></strong></p><p><br></p><p>The posts will show in the corresponding FAQ list. The "Created by" field does not get set upon first import, but further updates to the same article/post will show the "Edited by" field. If article reviews are enabled, the "Next Review Date" will be set by the default number of days in Configuration > Knowledge Base > "Default Number Of Days Between Reviews".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1NGI1YzgzLWQ2ZjQtNDg2Ny04YzMyLWJkMDk0ODVhNDAzMSJ9.OBkX98tFQtuqnGYdU4ctHPqR6qM2oLgKgglmfislD7A" class="fr-fic fr-fil fr-dib" width="1694" style="width: 1696px; height: 858.511px;" height="859"></p><p><strong><span style="font-size: 10pt;">Fig 7. Imported article and FAQ list</span></strong></p><p><br></p><p>Articles can alternatively be manually imported with an XML file. This can be <a href="https://wordpress.com/support/export/" target="_blank" rel="noopener noreferrer"><strong>exported from Wordpress</strong></a> in the "Tools" section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0NmI1OGZlLTdjZWItNDhlNi1hNWM0LTZlZTBmYTJlMWUzMCJ9.OxNwTQSmmxbLq8FZzNPlmycmqG7Hq5ZjqFv0Thw9Ojg" class="fr-fic fr-fil fr-dib" width="1342" height="703"></p><p><strong><span style="font-size: 10pt;">Fig 8. Importing posts via XML</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Enabling the Halo Integrator</span></strong></p><p>Posts can be imported once a day via the Halo integrator to create or update articles. In the main section of the module, select "Enable the Halo Integrator for the Wordpress.org integration".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlMjliZDQ3LWU1ZmMtNDE1YS05MTAyLTFlYTFlY2MxYTlmMiJ9.ExZmL2VgAqgjoTdD1yzKgPOsDWnye1Lcr5vPoL5m3Zs" class="fr-fic fr-fil fr-dib" width="1305" height="275"></p><p><strong><span style="font-size: 10pt;">Fig 9. Enabling the Halo integrator</span></strong></p><p><br></p>
