Data import

This guide explains how to import data into Voucherify. You can use the import feature to upload vouchers, customers, products, and SKUs. The import process supports CSV files.

Contents

1. Guidelines
2. Imports overview
3. Notifications
4. Troubleshooting & Audit
5. Vouchers
6. Customers
7. Products
8. SKUs
9. Import CSV through the API

Guidelines

There are a few things you need to know before starting the import. Here are some guidelines to follow for importing data into Voucherify:

• The maximum file size for imports is 10 megabytes for all import types.
• Note that dates and date-time attributes must be provided in compliance with the ISO 8601 standards—for example, 2022-03-11T09:00:00.000Z or 2022-03-11.
• Columns that can't be mapped to standard fields will not be mapped by default. However, you can map them as Metadata (schema) or Metadata (unknown). Metadata (schema) refers to the metadata that has a schema defined in the Project settings. The Metadata (unknown) does not have a defined schema, but you can still add the field. This metadata will be added to a relevant schema as undefined with a type set to string. There is no limit on the number of custom attributes that you can import as metadata. To provide the proper data type, you need to add all custom attributes to the metadata schema before importing the file.
• Headers with metadata names can't contain white-space characters.
• If you import metadata defined in the schema as flag (boolean) type, but you do not want to assign a true or false value, use null. Otherwise, the whole data row will be ignored in the import.
• If you import metadata defined in the schema as arrays (multiple), you need to separate each value using a comma, for example:
  • array of strings: "subscribed,premium"
  • array of numbers: "123,234"
  • array of dates: "2000-01-01,2000-01-02"

Imports overview

You can import vouchers, customers, products, and SKUs. Importing is a three-step process.

1. Prepare import CSV file. Below, you will find a table with example CSV files.

2. Map fields and attributes:
   1. Go to a specific dashboard section (Campaigns, a specific campaign, Products, or Customers). 
   2. Click Import CSV to open the import builder. 
   3. Upload your CSV file. 
   4. In Map fields, map the CSV column titles to: 

• Voucherify fields 
• Existing metadata 
• Unknown metadata (undefined in the metadata schema) 
• Or choose not to map given data.

3. Click Import to confirm. You will receive a notification when the import is completed in the Notifications Center.

Notifications

You can set custom notifications for data import. In Notifications, go to the Notifications center > User settings.

Troubleshooting and Audit

Once your import is finished, you can find its status under the notification bell icon.

If you receive an error during your data import attempt, you can check the details regarding the problem in your Dashboard in the Audit Log. You can find it at the bottom of the left-hand side menu.

Details in the Audit Log show what to change in your import CSV to ensure the import is successful. 

If the number of errors in a single import exceeds 100, the import process is automatically stopped.

Vouchers

Follow this guide for examples of the different voucher types that you can import to Voucherify.

Customers

Follow this guide for examples of customer data that you can import into Voucherify.

Products

Follow this guide for examples of product data that you can import into Voucherify.

SKUs

Follow this guide for examples of SKU data that you can import into Voucherify.

Import CSV through API

For more information about importing files through the API, visit the following resources:

• Import vouchers.
• Import vouchers to campaign.
• Import customers.
• Import products.
• Import SKUs.