"Backend Bind Customers to Sales Agent" (#4504194) / KingsPlugins

13 Tickets

Marcus started the conversation 12 months ago on October 10, 2025 at 12:12am

Hi Stefan,

We’re migrating our existing "Customers" into SalesKing and need to bulk assign them to their respective agents.

Can you confirm what’s the correct meta key used to link customers to agents, and whether it’s safe to update or import this via CSV (using the Import Users from CSV with Meta plugin - https://wordpress.org/plugins/import-users-from-csv-with-meta/)?

If not, is there any recommended way to do this in bulk from the backend (API or database)?

Also, whether can bulk edit the agent-subagent binding from backend too

Thanks

2,762

KingsPlugins replied 12 months ago on October 13, 2025 at 4:28pm

Hi Marcus,

Thanks for reaching out,

The meta key used to link customers to agents is:

salesking_assigned_agent

The value should be the agent's user ID (numeric) - this is the WordPress user ID. When editing the agent in the WP backend, you can find this number in the URL.

Yes, you can use that Import Users from CSV with Meta plugin - it's just a matter of editing the user meta, nothing more complex about it.

A couple of additional options that might help:

Under SalesKing → Settings → Tools, there's a "Set an agent for all customers" feature, though this only assigns all customers to a single agent, so it might not fit your needs if you have multiple agents.

Regarding agent-subagent binding, you can go to SalesKing → Settings → Tools where there's a "Set users as subagents of an agent" tool. This allows you to enter the user IDs and it will automatically connect them. For agent-subagent bindings, the meta needs to be set for both agent and subagent so it's a bit more complex - I'd recommend using this built-in tool rather than trying to set it manually via CSV.

Let me know if you need any clarification,

Kind regards,
Stefan