Sharing with WordPress

This article will show you how to connect Clarify to your WordPress blog as well as how to upload a document.

Configuring

Open Clarify Preferences

Open Clarify Preferences

Add a WordPress sharing account

From the Share tab click the + button and select WordPress.

Add a WordPress sharing account

Enter your blog URL

Enter the URL to your blog and click Configure.

Enter your blog URL

Enter your blog login credentials

  1. Enter your username and password.
  2. Clarify ships with one WordPress HTML template that is used when formatting your Clarify document for upload to WordPress. The template does not apply any sort of styling to the content that is uploaded. If you would like to create a custom HTML template that can be used when uploading to WordPress then please refer to the HTML templates manual.
  3. Test the connection to make sure you have entered your information correctly.
Enter your blog login credentials

Uploading to WordPress

Now that you have configured your WordPress sharing account you will see a WordPress icon in the sharing toolbar. Click on it to upload your document to WordPress.

Uploading to WordPress

The WordPress upload dialog

You will see this dialog when you upload the document. You can choose the blog, post type, status, and category (if applicable to the selected post type). Any tags you have assigned to the article will be assigned to the post you create in WordPress as well.

The WordPress upload dialog

Clarify will list all of the available post types in your blog. The default choices allow you to create a Post or a Page. If you have any custom post types they will show up in the menu as well.

After you make your selections click the Upload button. When the upload is complete the URL to the WordPress page will be on the clipboard.

A note about updating images

The next time you upload the Clarify document to WordPress Clarify will replace the existing post. When updating an existing WordPress post Clarify tries to optimize the update process by not uploading images which have already been uploaded. If a step image has been uploaded before then it will not be uploaded again if:

  1. The image still exists in WordPress and
  2. The image content has not changed.

A couple of things to keep in mind. You should not modify any images that Clarify uploaded within WordPress itself if you plan on using Clarify to update the post later on. If you use a 3rd party WordPress plugin to replace an image in WordPress, Clarify won't know that you did and will not upload the latest image from the Clarify document. In addition, if you use WordPress to edit the image Clarify will not know that you made changes to it.

Troubleshooting

1. Issues with posting to a WordPress blog

This article provides troubleshooting tips for known issues with posting to WordPress.

Note that these problems are all related to security issues associated with the xmlrpc.php file that ships with WordPress. We are currently working on a solution that uses a new JSON API for WordPress. It requires installing some plugins but so far in our tests does not experience any of the same issues. If you are having trouble posting to WordPress and would like to try the new solution we are working on then send an email to support@screensteps.com.

Error 403 Forbidden

If you have iThemes Security installed make sure you don't have it set to deny all xmlrpc.php files. Switch it to only deny pingbacks and try again.

"Unable to reach the Wordpress server", message about your IP address being banned, or a mod_sec.html error

Some web host providers will blacklist an IP address that makes multiple requests to the xmlrpc.php file in a WordPress installation. This is due to the fact that the file has historically been used for nefarious purposes. Since Clarify documents often contain multiple images it is making multiple requests to the xmlrpc.php file on your server and your web hosting service may flag you.

You can contact your hosting provider and ask them to whitelist you so that you can upload to WordPress.

Another potential cause of the "Unable to reach the WordPress server" error could be a WordPress plugin. At least one user has reported issues with using the "EWWW Image Optimizer" plugin. You can try disabling plugins to see if one is causing a problem.

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14 Comments

raj

hi, great WP integration. Am I able to password protect the page I upload to WP?
Thanks

Trevor DeVore

@raj - You can't specify any page settings within Clarify to password protect a page. You would need to handle that within WordPress itself.

dr frank

I tried everything mentioned above but no success. I have multiple domains hosted through the same company. One domain works fine connecting with Clarify but the other does not. Unfortunately, the one that I want to connect will not connect. :/

Trevor DeVore

@drfrank - can you send a screenshot of the error you are seeing when trying to connect to support@screensteps.com?

Paul DeL

When I type my wordpress url into the Configure WordPress box and Click Configure, it comes back with "Clarify was unable to find the wp-api or xmlrpc.php endpoints on your server"
Can you help?

Trevor DeVore

@Paul - The HTML of your WordPress template isn't including some data that Clarify is looking for. Try holding down the OPTION key on OS X or ALT key on Windows when you select "WordPress" from the "+" menu. This will bypass the auto discovery feature and allow you to input your WordPress URL directly.

Paul DeL

@Trevor - Thank you, the Option key method worked. But when I try to publish to WordPress, I get this message " An error occurred while uploading the file for step 3: uploading file (418 unused /Users/pauldel/Library/Containers/com.blue"

Trevor DeVore

@Paul - looks like your hosting provider is doing something. Take a look at this web page I found that discusses a 418 error:

https://wordpress.org/support/topic/live-writer-418-unused-server-error

Matthew Baldwin

Hi Trevor. I have clarify working with Wordpress on one machine, but the other machine (same version 2.0.5 build 4) I get the following error. "unable to the wp-api or xmlrpc.php endpoint on the server. I was able to publish on one, but not the other. Strange.

Trevor DeVore

@Matthew - try holding down the Option key (OS X) or Alt key (Windows) when selecting WordPress from the + menu. This will bypass the automatic configuration routine and you can configure WordPress by hand.

Matthew Baldwin

Worked like a champ. Thank you! Clarify is my go to tool!

Lesley

In case it helps anyone else: I couldn't connect until I entered the HTTP version of my domain. My blog defaults to HTTPS so that's what I was entering, and I was getting an "application error".

The HTTP version worked perfectly and posts to Wordpress fine.

TQ

I'm getting an error for a failed handhake after installing API plugins. https://screencast.com/t/cZFgGdz3jws

Trevor DeVore

@tq sorry, the instructions you read are for an update to Clarify that hasn't been released yet. That is why you get the error.

The instructions have been updated to the correct ones for the version you have.

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