1. Server Requirements
CiviCRM for WordPress has been developed and tested by our team on the following 'recommended' platforms:
Because of the huge number and ever-changing nature of community contributed Wordpress plugins, CiviCRM cannot guarantee compatibility with all contributed plugins. Wordpress+CiviCRM is known to be incompatible with the following Wordpress plugins:
2. WordPress Installed
Before installing CiviCRM you need to have a working site with WordPress 3.4.x. If you do not have the required version of WordPress installed, refer to:
3. Download and Un-zip CiviCRM Code
All CiviCRM code and packages used by CiviCRM (such as PEAR libraries) are included in the compressed CiviCRM distribution files ('tarballs'). Follow these steps to download and install the codebase:
* Un-tar (unpack) the codebase into the wordpress/wp-content/plugins directory.
* You should now have a /var/www/wordpress/wp-content/plugins/civicrm directory containing civicrm.php, README.txt and another civicrm directory (which in turn contains bin, CRM, sql, templates, etc.).
4. If Using Localization, Download and Un-tar the Localization Files
Follow these steps to download and install the files that contain strings for languages other than American English:
* Un-tar (unpack) the language files into the wordpress/wp-content/plugins directory.
* You should now have a wordpress/wp-content/plugins/civicrm/civicrm/l10n directory with a number of directories below it (including bin, CRM, sql and templates).
5. Enable CiviCRM plugin and run installer
The installer will verify that you've downloaded the correct version of CiviCRM, and will check your server environment to make sure it meets CiviCRM requirements. It will then create and populate a database for CiviCRM as well as create your CiviCRM settings file (civicrm.settings.php).
6. Locate and Backup the CiviCRM settings file
After installation, a configuration file will have been created by CiviCRM at: <wordpress>/wp-content/plugins/civicrm/civicrm.settings.php
It is critical you make a copy of this file and save as a backup in a safe location. This file contains passwords and other critical information, take precautions to secure the copy from prying eyes.
Should an upgrade fail, you will need this backup copy to restore your site.
7. Create CiviCRM Contacts for Existing WordPress Users
Once installed, CiviCRM keeps your WordPress Users synchronized with corresponding CiviCRM contact records. The 'rule' is that there will be a matched contact record for each WordPress user record. Conversely, only contacts who are authenticated users of your site will have corresponding WordPress user records.
When CiviCRM is installed on top of an existing WordPress site, a special CiviCRM Administrative feature allows you to automatically create CiviCRM contacts for all existing WordPress users:
8. Review the Configuration Checklist
The Configuration Checklist provides a convenient way to work through the settings that need to be reviewed and configured for a new site. You can link to this checklist from the installation success page AND you can visit it at any time from Administer » Administration Console » Configuration Checklist.
9. Test-drive CiviCRM
There should now be a CiviCRM link in your WordPress menu. Click that link and the CiviCRM Menu, Shortcuts, Search and New Individual Blocks should appear.
You can now explore CiviCRM end-user features and begin configuring CiviCRM for your site/organization needs. Refer to the Administrator Guide for information on configuration tasks and options. Tips for creating CiviCRM Profiles (forms), custom data fields and programming custom data manipulation are included in the Drupal installation and configuration example document.
10. Upgrade CiviCRM
When a new, stable version of CiviCRM is released it is recommended you upgrade if the release contains security patches, bug fixes or new features you desire.
1. Backup your existing <wordpress>/wp-content/plugins/civicrm directory by creating an archive or FTPing it to your local computer
Review the Installation and Configuration Trouble-shooting section of our wiki for help with problems you may encounter during the installation.
You can often find solutions to your issue by searching the installation support section of the community forum and you can check out the Installation section of our FAQs.
If you don't find an answer to your problem in those places, the next step is to post a support request on the forum.