Codes Import

What if you want to share codes from other sources than Voucherify? To handle this scenario, we’ve placed the CSV Import Tool in the Dashboard. It enables you to import both standalone codes and unique codes grouped as a campaign.

Contents

  1. Discount Coupons Import
  2. Gift Cards Import
  3. Loyalty Cards Import

Important Notes

  • Start and expiration dates in the CSV file should be provided in compliance with the ISO 8601 norms. For example, 2020-03-11T09:00:00.000Z.
  • CSV columns mapped to Custom Attributes will be added as codes' metadata. There is no limit on the number of custom attributes that you can import as metadata. 
  • Note that you cannot import two same codes to a single Voucherify Project. 

Discount Coupons

You can import coupons with percentage and amount discounts. First, choose if you want to import your codes as standalone coupons or if you want to group them into a campaign. Standalone codes function as independent promo codes while campaign codes are assigned to a particular campaign and inherit its settings (validation rules, timeframe, redemption limits). Note that regardless of the import type, you cannot add two same codes to your project.

Standalone Coupons Import

Prepare a CSV file with your codes. Besides the coupon code, your file needs to include the following coupon attributes:

  • voucher type (text: discount_voucher),
  • value (number),
  • discount type (text: amount or percentage).

The remaining fields in the CSV template are optional.

CSV File Template

Import_Standalone_Coupons_Template.csv

When the CSV file is ready, go to the Vouchers view and click on the Import tool in the top right corner. 

Choose Import CSV file and upload the file with your codes.

Go to the Map Fields tab to map data from your CSV columns to Voucherfy fields.

On the left-hand side, you can see the CSV column names (1) that need to be mapped to fields from a Select property list (2). After selecting the matching field, choose the Plus to confirm mapping (3).

Customer Attributes Mapping

If you want to add a field unlisted in the built-in properties, change Voucherify fields to Custom Attributes. Define the name of your custom field and confirm with the plus. The attribute and its value from the CSV file will be added as codes' metadata. 

When the mapping is ready, click  Import to confirm. 

When the import is done, Voucherify will notify you about the result. 

Import Discount Coupons to a Campaign

If you don't have a campaign for your codes yet, create a discount coupons campaign. Then, prepare your CSV file. If you are adding vouchers to the existing campaign, CSV can contain columns with:

  • Required attribute: code. 
  • Optional attributes:
    • Status (column mapped to Active field in Voucherify and set to true if code is active).
    • Category. 

The remaining voucher attributes are assigned accordingly to the campaign properties.

CSV File Template

Import_Coupons_to_Campaign_Template.csv 

When the CSV file is ready, go to the detailed campaign view and click  Import CSV file in the right-corner menu. 

Upload the CSV file with your campaign codes.

Go to the Map Fields tab to map data from your CSV columns to Voucherify fields.

On the left-hand side, you can see the name of CSV column (1) that needs to be mapped to a field from a  Select property list (2). After selecting the matching field, choose the plus to confirm the column mapping (3).

When the mapping is ready, click  Import to confirm (4). You'll be notified when the import is done.

New vouchers will be listed in the Vouchers tab in the detailed campaign view.

Gift Cards

You can import gift card codes with a predefined balance. First, choose if you want to import your codes as standalone gift cards or if you want to group them into a campaign. Standalone codes function as independent promo codes while campaign codes are assigned to a particular campaign and inherit its settings (validation rules, timeframe, redemption limits). Note that regardless of the import type, you cannot add two same codes to your account. 

Standalone Gift Cards Import

Prepare a CSV file with your codes. Besides the gift card code, your CSV file needs to include the following code attributes:

  • Voucher type (text: gift_voucher).
  • Gift card value (number). 

You need to multiply the gift card balance by 100 in your CSV file. For example, if a gift card balance should be $40, you need to put 4000 in the CSV file.

The remaining fields in the CSV template are optional.

CSV File Template

Import_Standalone_Gift_Cards_Template.csv

When the CSV file is ready, go to the Vouchers view in your dashboard, and click on the Import tool. 

Choose Import CSV file and upload the file with your codes.

Go to the Map Fields tab to map data from your CSV columns to Voucherify fields.

On the left-hand side, you can see the name of CSV column (1) that needs to be mapped to a field from a Select property list (2). After selecting the matching field, choose the plus to confirm mapping (3).

Customer Attributes Mapping

If you want to add a field unlisted in built-in properties, change Voucherify fields to Custom Attributes. Define the name of your custom field and confirm with the plus. Added attribute and its value from CSV file will be added as code metadata. 

When the mapping is ready, click  Import to confirm. 

You'll be notified when the import is done.

Import Gift Cards to a Campaign

If you don't have a campaign for your codes yet, create a unique gift cards campaign. Then, prepare your CSV file. If you are adding gift cards to the existing campaign, your CSV file can contain columns with: 

  • Required attribute: gift card code.
  • Optional attributes:
    • Active (column with code status mapped to Active field in Voucherify and set to true if code is active).
    • Category.
    • Current gift card balance (number x 100, mapped to Gift amount in Voucherify). 

    When importing gift cards with custom amounts, you need to multiply the gift card balance by 100 in your CSV file. For example, if a gift card balance should be $40, you need to put 4000 in the CSV file. If you skip this attribute in your CSV file, the app will set the card balance accordingly to the initial gift card value defined in campaign settings.

Gift card attributes unlisted in the import file will be assigned accordingly to the campaign properties.

CSV File Template

Import_Gift_Cards_to_Campaign_Template.csv

When the CSV file is ready, go to the detailed campaign view and click on the  Import CSV file in the right-corner menu. 

Upload the CSV file with your gift card codes.

Go to the Map Fields tab to map data from your CSV columns to Voucherfy fields.

On the left-hand side, you can see the name of CSV column (1) that needs to be mapped to a field from a  Select property list (2). After selecting the matching field, choose the plus to confirm the column mapping (3).

 When all CSV columns are mapped, click  Import to confirm (4). You'll be notified when the import is done.

New gift card codes will be visible in the  Vouchers tab in the detailed campaign view.

Loyalty Cards Import

You can import digital loyalty cards with their current score. If you don't have a loyalty campaign for your codes yet, create a loyalty program first. Then, prepare your CSV file. While adding loyalty cards to the existing campaign, your CSV file can contain the following data: 

  • Required attribute: loyalty card code.
  • Optional attributes:
    • Active (column with code status mapped to Active field in Voucherify and set to true if loyalty card is active).
    • Category.
    • Current loyalty card score. If you skip this attribute in your CSV file, the initial number of points will be assigned accordingly to your campaign settings. 

The remaining code attributes unlisted in the import file will be assigned accordingly to the loyalty program settings.

CSV File Template

Import_Loyalty_Cards.csv

When the CSV file is ready, go to the detailed campaign view and click Import CSV file in the right-corner menu. 

Upload the CSV file with your loyalty codes.

Go to the Map Fields tab to map data from your CSV columns to Voucherify fields.

On the left-hand side, you can see the name of CSV column (1) that needs to be mapped to a field from a  Select property list (2). After selecting the matching field, choose the plus to confirm column mapping (3). 

When all CSV columns are mapped, click  Import to confirm (4). You'll be notified when the import is done.

New loyalty codes will be visible in the  Loyalty Cards tab in the detailed campaign view.

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