Discount Import Wizard

To open the Discount Import Wizard, click the Import Promo Codes button in the top right corner of the Promo Code List page. See Plan > Promo Codes.

The Discount Import Wizard enables you to import discounts into your event from a CSV file. The import runs in these two steps:

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 use the same or similar names as the mapping step.

The mapping step is described below.

This approach makes the mapping step quicker and easier.

This approach makes default mapping more likely for those fields.

Header Row: The first row must be column names.

The header row is used when mapping the fields.

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

The required fields list is below.

All fields are required fields.

A file cannot be imported if any required field is not included.

The import of a record fails if any required field has no value.

Save the file as a .CSV file.

The first row contains the column headings.

The column headings contain the field names.

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

Sample CSV File: discount_import_sample_csv_file

Right-click the file name to save a sample CSV file with columns for all the fields.

Replace the sample data with your own data to import.

B. Import Your Data

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

Import Discounts

1. Browse to select a file to upload, and upload it. 1. In the pop-up window, map the columns in the import file to the data fields. All data fields are required fields. Full details for the fields are in Agenda Items.

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

Best practice: Make the name self-explanatory.

The discount name is what is seen when searching 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 updates the record.

Discount Type – (Required) fixed or percentage.

Discount Amount – (Required) A number representing the monetary value of a fixed discount.

Discount Amount also represents the percentage for a percentage discount.

Note: A positive number is required.

No minus sign is allowed.

The agenda item automatically has a negative percentage or amount.

1. Click Import. 1. The import is queued. An email is received as soon as the import is processed. The discounts are then available for use.

Examples

| | Example 1 | Example 2 | |---|---:|---:| | Discount Name: | 10% Off | $500 Off | | Discount Code: | EarlyBird | VIP1 | | Type: | Percentage | Fixed | | Amount: | 10 | 500 |