Things change rapidly in the WordPress world. The content in this post is more than a year old and may no longer represent best practices.
Our main topic at the September 2017 WordPress meetup was “Content Imports & Site Migrations.” Sallie Goetsch presented about her experience migrating a very large site from a custom flat-file CMS to WordPress, using the HTML Import 2 plugin and a team of people to fix page slugs, stray shortcodes, author, and other issues in CSV files created with WP All Export Pro.
- The Problem with Flat File Site Imports
- Start with a Content Audit
- Try CMS2CMS
- Use the HTML Import 2 Plugin by Stephanie Leary
- The Import Process
- Read the Manual
- Set up a very basic WP install. Include any custom fields, custom post types and custom taxonomies that you plan to use
- Copy HTML website to your local server
- Select HTML regions to import, destination post type, etc.
- Import one post type at a time
- Export all content using the built-in WP export tool and import to your dev site.
- Use tools like Post Type Switcher, Term Management Tools, and WP All Import/Export to clean up anything that needs fixing
- Screenshots of HTML Import 2 settings screens
- Title & Metadata
- Custom Fields
- Categories & Tags
- Fixing Stuff: Convert post types with the Post Type Switcher
- Clean up your categories, tags, and custom taxonomies with Term Management Tools
- Fine-tune things like slugs, authors, and content by using WP All Export Pro to produce CSV files, editing them, and update the entries with WP All Import Pro. (Make a lot of backups. It takes some trial and error to get it right.)