Discount Import Wizard

The Discount Import Wizard enables importing discounts into an event from a CSV file. The import process has two steps: A. Prepare an Import File; B. Import Your Data.

A. Prepare an Import File

Start by preparing a .CSV file containing the data to be imported.

Best practice: Keep the columns in the same order, and using the same or similar names as used in the mapping step described below. This makes the mapping step quicker and easier. Those fields are more likely to be mapped by default.

Header Row: The first row must be column names. You will use these when mapping the fields.

Note re Required fields: See the list of columns to import, below.

All fields are required fields.
A file cannot be imported if any of them are not included.
The import of a record will fail if any of them have no value.

Save the file as a .CSV file, where the first row contains the column headings (the field names).

International characters and special characters: See these important .CSV file notes if your import includes international or special characters.

Sample CSV File: discount_import_sample_csv_file. You can right-click this file name to save a sample CSV file with columns for all the fields. Note: Be sure to replace the sample data with your own data to import.

B. Import Your Data

Once you have a CSV file of Discounts to import, step through the Discount Import Wizard to import it.

Import Discounts

Browse to select a file to upload, and Upload it.

In the pop-up window, map the columns in the import file to the data fields, which are as listed below. They are all required fields. See the Agenda Items help topic for full details of these fields.

Discount Name – (Required) A descriptive name for the discount.

Best Practice: Make the name self-explanatory.

It's what you'll see when you search for discounts to apply to a promo code in the Create Promo Code Wizard.

Discount Code – (Required) Must be unique to the event.

Caution: If the Discount Code already exists, the import will update the record.

Discount Type – (Required) fixed or percentage.
Discount Amount – (Required) A number representing the monetary value of a fixed discount, or the percentage for a percentage discount.

Note: A positive number; no minus sign. (The agenda item will automatically have a negative percentage or amount.)

Click Import.
Your import is queued.
You will receive an email as soon as it is processed.
The discounts are then available for use.

Examples

Example 1

Example 2

Discount Name: 10% Off

Discount Code: EarlyBird

Type: Percentage

Amount: 10

Discount Name: $500 Off

Discount Code: VIP1

Type: Fixed

Amount: 500