WordPress Setup and Usage

Modified on Wed, 19 Jun 2024 at 10:45 AM

Getting your content from idea... to draft... to final copy... to LIVE on a WordPress website can be a complex process. Why not simplify with Divvy's new, best-in-class WordPress integration that expedites content transfer between DivvyHQ and WordPress, and syncs changes automatically as updates are made in WordPress.


This following knowledgebase article is organized into two parts and provides a detailed walkthrough of how Divvy Pro and Enterprise users can setup and use DivvyHQ's WordPress integration, from start to sync!


Part 1 covers WordPress integration setup. If you've already completed the setup process, you can scroll down to Part 2 that demonstrates how to use the integration to send a piece of content to WordPress.


To enable the WordPress integration, the user must have Administrator permission on the WordPress site you want to integrate with.



TABLE OF CONTENTS


Starting off With an Oops

If you've jumped into DivvyHQ's Sandbox interface and hit the Send to WordPress button in either the Details tab or the Content tab, you'll be greeted with an Oops overlay.




Worry not, let's get your WordPress integration in place by following the steps below.


Part 1 - WordPress Integration Setup


Step 1: Authenticating with WordPress

Our plugin requires that you install two specific plugins.

  1. Search the WordPress plugin directory for JWT Authentication for WP REST API, and follow the install and activation prompts.
  2. Then search DivvyHQ within the WordPress plugin directory, and follow the install and activation prompts again.

With both plugins installed and activated, please proceed as directed below.


Permalink Settings Check - You probably won't need to do anything here, but please make sure that your Permalink Settings are set to something other than "Plain". 




Step 2: Add & Configure the WordPress Integration in DivvyHQ

Now let's head back over to DivvyHQ. This next step will activate Divvy's WordPress integration and allow you to determine which users on your team have permission to publish to your WordPress site.


A) Add a WordPress Connection

Log in to DivvyHQ and under your name in the top right, click Account Admin, then click Integrations, and then click the WordPress tab.

 

wordpress-integrations-settings-2.png



Have your WordPress login credentials handy because you are going to need them for the the next step. Within the WordPress information overlay you will need to enter:

  • Your website Root URL (ex: https://divvyhq.com)
  • The Username you use to login to your WordPress site
  • The Password associated to your WordPress login



B) Select the Team Members Who Can Use the WordPress Integration

In some cases, you may need to control which users are allowed to send website content to your WordPress instance(s), so select the team members that are applicable for each WordPress instance.

 

Once you have completed all fields, click Save. If the integration has been established successfully, you'll receive a success message. Your newly added WordPress integration will show listed under the Existing WordPress Integrations area in the lower left. 


Connection Troubleshooting

Upon saving your new connection, if you receive an error message, double check all field inputs to ensure you entered the correct root URL and admin login credentials.

 

If you receive an error message similar to below, our system is likely not able to access your WordPress site's .htaccess file. Please follow the steps below to update your .htaccess file.

"Error: Couldn't finish the process properly, please try again. An error occurred when contacting the WordPress URL."


Within the JWT Authentication for WP REST API plugin documentation, locate the section related to updating your .htaccess file (code below). In your WordPress instance, you will need to first locate and open your .htaccess file, which is typically housed in your root directory. Review the current contents of your file as other plugins may already have required the code snippet that needs to be included (HTTP authorization is already enabled). If the code snippet highlighted below is not present, copy/paste it after the last line of your .htaccess file. When complete, save and re-upload your updated .htaccess file to your web server. 

<IfModule mod_rewrite.c>
RewriteCond %{HTTP:Authorization} ^(.*)
RewriteRule ^(.*) - [E=HTTP_AUTHORIZATION:%1]
</IfModule>


After updating your .htaccess file, you will need to delete the broken integration and add a new connection. 


delete integration


 

Step 3: Enable DivvyHQ WordPress Plugin Sync (optional)

We're almost there! This is the last implementation step. Our WordPress plugin provides users with a syncing function that may or may not be important to you. Here's an explanation of how it works.




Let's say that we've created a blog post draft in DivvyHQ and used the WordPress integration to send the content to our WordPress instance. But then we make some updates to the content in WordPress. With the DivvyHQ WordPress plugin installed and the sync setting enabled, publishing (or updating) your WordPress post will update the originating content item within your DivvyHQ account with the following:

  • Any content changes made in the full content field
  • The Published URL (referenced below)
  • Set the status of your content item in Divvy to Published



Part 2 - How to "Send to Wordpress"

So how do you send your draft to WordPress? Within Divvy's Sandbox interface, you'll notice a Send to WordPress button available when viewing the Details and Content tab. Clicking this button will bring up the Send to WordPress overlay.


Within this overlay, you must complete the following required fields:

  • Site name - select the applicable WordPress site
  • Post Title - Pulls from the content item title, but can be modified
  • Author - Pulls from your list of WordPress users.
  • Categories - Pulls in your current Wordpress categories list, must select at least one

If the user sending the post to WordPress is also an author on your WordPress instance, they will automatically be selected as the Author within the overlay.




Image Syncing

Images attached to the content item in DivvyHQ will show as optional images that you can sync to your WordPress instance. You can also select an attached image to be your featured image. Any embedded images in the WYSIWYG of the content tab will be automatically selected and synced.


Keywords/Tags Syncing

Any keywords that have been input into your content item that don't exist as tags in your WordPress instance will automatically be populated in the Send to WordPress Keyword field within the overlay, and added as new tags in your WordPress instance. Keywords that already exist as tags in your WordPress instance and on the Content Item will automatically be selected and synced to your WordPress post.




When complete, hit Send to Wordpress

After you hit the Send to WordPress button, all those wonderful words that you tirelessly crafted will be waiting for you, as a draft, in your WordPress instance.


A Few Final Notes

  • When the post gets published in WordPress, the user who gets credited with publishing the WordPress post in Divvy is the user who initially sent the post WordPress.
  • The Summary/Description field will populate the excerpt field in WordPress.
  • You cannot sync cloud based attachments to your WordPress instance.


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