Birchpress – How Do I Export Client Appointments?
As of 2015, from what i’ve read on forums and the Birchpress documentation, you can’t — as of a few minutes ago, i have at least something working!
This is just a PHP script that you can put in a hook or whatever – but in my scenario I’m just going to the URL example.com/services/exportAppointments.php
First we want to include wordpress functionality in our service: (mine’s in a folder i made called “services”, so i need to go up a directory to the be in the root, thus the ‘../’)
<?php
include '../wp-load.php';
?>
We’ll need two functions, one to find an appointment and one to find a client by an ID:
<?php
/***********************************
Query Single Appointment Details
***********************************/
function getAppointment($postID){
query_posts(array(
'post_type' => 'birs_appointment',
'p' => $postID
));
while (have_posts()) : the_post();
$data = get_post_meta(get_the_ID());
endwhile;
wp_reset_query();
return $data;
}
?>
<?php
/***********************************
Query Single Client Details
***********************************/
function getClient($postID){
query_posts(array(
'post_type' => 'birs_client',
'p' => $postID
));
while (have_posts()) : the_post();
$data = get_post_meta(get_the_ID());
endwhile;
wp_reset_query();
return $data;
}
?>
The post type that links these together is called “birs_appointment1on1”, so getting a query of those (you can apply your own filters here) will give me the list of all the appointments, which from there I can get the relevant info of the various clients and appointments. There may be a more sleek way to do this so you don’t re-query those, but this is just a quickie. (please note, i am using the client Zipcode as a zipcode for their private practice, and i create a custom field for their practice name, so there’s an example of custom data in there too!)
<?php
/*****************************************
Query the Various Appointments
*****************************************/
$birchpress_appointments = query_posts(array(
'post_type' => 'birs_appointment1on1',
'showposts' => -1
));
foreach($birchpress_appointments as $birchpress_appointment):
$birchID = $birchpress_appointment->ID;
$data = get_post_meta($birchID);
//CLIENT
$clientID = $data['_birs_client_id'][0];
$client = getClient($clientID);
//APPOINTMENT
$appointmentID = $data['_birs_appointment_id'][0];
$appointment = getAppointment($appointmentID);
endforeach;
?>
So, let’s put it all together and export the data as a csv – hopefully this provides a good starting point for anyone that wants to take the last query and apply meta filters to the _birs_appointment_id and _birs_client_id fields
<?php
include '../wp-load.php';
//OUTPUT HEADERS - makes browser download a CSV
header('Content-type: text/csv');
header('Content-Disposition: attachment; filename="appointments.csv"');
header('Pragma: no-cache');
header('Expires: 0');
$file = fopen('php://output', 'w');
// COLUMN HEADERS
fputcsv($file, array(
'First Name',
'Last Name',
'Email',
'Phone',
'Practice Name',
'Practice Zip',
"Appointment"
));
$csvdata = array();
/*****************************************
Query the Various Appointments
*****************************************/
$birchpress_appointments = query_posts(array(
'post_type' => 'birs_appointment1on1', //birs_appointment
'showposts' => -1
));
foreach($birchpress_appointments as $birchpress_appointment):
$birchID = $birchpress_appointment->ID;
$data = get_post_meta($birchID);
//CLIENT DATA
$clientID = $data['_birs_client_id'][0];
$client = getClient($clientID);
$fname = $client['_birs_client_name_first'][0];
$lname = $client['_birs_client_name_last'][0];
$email = $client['_birs_client_email'][0];
$phone = $client['_birs_client_phone'][0];
$practiceName = $client['_birs_field_6'][0];
$practiceZip = $client['_birs_client_zip'][0];
//APPOINTMENT DATA
$appointmentID = $data['_birs_appointment_id'][0];
$appointment = getAppointment($appointmentID);
$timestamp = $appointment['_birs_appointment_timestamp'][0];
// COLUMN ROWS -- match COLUMN HEADERS array structure
$csvdata[] = array(
$fname,
$lname,
$email,
$phone,
$practiceName,
$practiceZip,
date('Y-m-d H:i:s', $timestamp)
);
endforeach;
wp_reset_query();
// output each row of the data
foreach ($csvdata as $row){
fputcsv($file, $row);
}
exit();
/***********************************
Query Single Appointment Details
***********************************/
function getAppointment($postID){
query_posts(array(
'post_type' => 'birs_appointment',
'p' => $postID
));
while (have_posts()) : the_post();
$data = get_post_meta(get_the_ID());
endwhile;
wp_reset_query();
return $data;
}
/***********************************
Query Single Client Details
***********************************/
function getClient($postID){
query_posts(array(
'post_type' => 'birs_client',
'p' => $postID
));
while (have_posts()) : the_post();
$data = get_post_meta(get_the_ID());
endwhile;
wp_reset_query();
return $data;
}
?>