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

Discount Coupons

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 PERCENT).

The remaining fields in the CSV template are optional.

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).

Custom 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. 

During the voucher codes import, all the fields that cannot be mapped will inherit the default settings from the campaign. 

Please keep in mind that you can only change the below attributes with the import file: 

• Active/Inactive parameter
• Category field
• Metadata (you can add/update multiple metadata properties within the file).

For example, if you import vouchers to a campaign and do not specify the ‘active’ parameter, Voucherify will use the parameters from the campaign setup: 

• If the campaign is not expired and the active field is not present in the import file, Voucherify will set up the active field to TRUE, so the imported vouchers will be enabled.
• If the campaign expires and the active field is not present in the import file, Voucherify will set up the active field to FALSE, so the imported vouchers will be disabled.

After importing a code, all of the voucher parameters that cannot be included in the import file will be adjusted to the current campaign’s settings - e.g. redemption limit, discount value or an expiration date.

When it comes to metadata it will be overwritten/added only if you specify it in the import file and define the mapping in the import screen in the dashboard. A few options are possible:

• You can skip the metadata column in the file and don’t map any metadata in the import process - the vouchers will inherit the metadata from the campaign. 
• You can add columns with metadata to the file and map them. In this case those metadata properties will be overridden with the value provided for each code in the import file. Metadata that is not mapped won’t be overridden.

So for instance, if a voucher already has a custom attribute it can either be modified or you can add a new attribute via the import metadata mapping field. 

Note that if you wish your vouchers to have other attributes than in the campaign, they always have to be specified in the appropriate mapping fields in the import file, otherwise the default settings of the campaign will be applied.

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

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). 

The remaining fields in the CSV template are optional.

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).

Custom 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 (mapped to Gift amount in Voucherify). 

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

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.

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.