A. Prepare an Import File
The Discount Import Wizard requires 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.
- Header Row: The first row must be column names. These names are used 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 the required fields are not included.
- The import of a record will fail if any required field has 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 important .CSV file notes if the import includes international or special characters.
- Sample CSV File: discount_import_sample_csv_file
- Right-click the sample file name to save a sample CSV file with columns for all the fields.
- Note: Replace the sample data with the actual data to import.
B. Import Your Data
Once a CSV file of Discounts to import exists, proceed 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 listed below. All fields are required.
- See the Agenda Items help topic for full details of the data fields.
Discount fields
- Discount Name – (Required) A descriptive name for the discount.
- Best Practice: Make the name self-explanatory; it is what appears when scanning 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.
- The import is queued, and an email is sent when processing is complete. The discounts become available for use.
Examples
Example 1
| Discount Name | Discount Code | Type | Amount | |---|---|---|---| | 10% Off | EarlyBird | Percentage | 10 |
Example 2
| Discount Name | Discount Code | Type | Amount | |---|---|---|---| | $500 Off | VIP1 | Fixed | 500 |
See Also
- Quick Guide to Promo Codes (PDF)
- Promo Codes (including the Promo Code List and Promo Code Wizard)
- Import Promo Codes
- Promo Code Form Section
- Form Logic actions "Display Promo Code" and "Assign Promo Code"
- Report Setup: report type "Registration Groups with Promo Codes"
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