Importing/exporting voucher codes

Importing voucher codes

By using a spreadsheet upload you can import voucher codes to your account. This allows you to create new voucher codes or update existing ones. The spreadsheet for the import file must be in a specific format in order to work. To obtain a template of the spreadsheet select Import in the top right corner of the voucher codes page:

In the box that appears select download the import template:

A CSV file of the template will then be downloaded to your computer’s hard drive.

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Field guidance

Fill the spreadsheet in according to the following field guidance:

Voucher ID

If you are creating a new voucher code, leave this column empty. If you are updating a voucher code, this column must be filled in with the unique ID of the voucher code. You can obtain the ID by taking an export of your existing codes.

Code

In this field enter the code that you want the user to enter at checkout when they use the voucher code. This should be a unique code that is not in use by any other voucher. Some examples would be, ‘10OFF’ or ‘FREESHIPPING’.

Discount Type

In this field enter the discount type of the voucher code. You can enter percent, amount or shipping. Percent allows for a percentage discount. Amount is a fixed price discount. Shipping is a discount on the delivery costs.

Discount Value

If you are using a percent or amount discount, enter the value of the discount in this field. If you are using a shipping discount, enter the value of the discount or enter a 0 for free shipping. Do not use a currency symbol.

Valid From

Enter the date you want the voucher to be valid from.

Expires On

Enter the date you want the voucher to expire on. Leave this blank if you don’t want the code to expire.

Target Type

Use this field to determine what orders you want the code to apply to:

• If you want the voucher to apply to all orders, leave the field blank.
• Enter orders_over if the code should only apply to orders over a particular value.
• Enter category if the code should only apply to certain categories.
• Enter product if the code should only apply to certain products.
• Enter product_sku if the code should only apply to certain SKU codes.

Target Value

In this field enter the value of the target:

• If the target is orders_over, enter the amount that the order must exceed for the code to work. Do not use a currency symbol.
• If the target is product or category, enter the ID(s) for the products or categories that you want to be included. To find the ID(s) take an export of the products or categories, and the ID will be located in the first column of the spreadsheet. You can enter multiple products or categories by separating the values with a comma.
• If the target is product_sku, enter the SKU code(s) in the field using a comma to separate multiple values.

Active

Use this field to determine if a code should be immediately active or not. If you want it to be active, enter yes and if not, enter no.

Uses Max

Enter the maximum amount of times you want a voucher code to be allowed to be used. If there is no maximum, leave this field blank.

Customer Uses Max

In this field enter the maximum amount of times a voucher code is allowed to be used by an individual customer. If there is no maximum, leave this field blank.

Comments

If you want to make any notes about the voucher code for your internal use, enter them in this field.

Shipping Rates

If using a shipping type discount, enter in this field the IDs for the shipping rates that are included in the voucher. Leave this column blank if the code is applicable to all shipping rates. Click here to learn how to obtain the ID of a shipping rate.

Dynamic Amount

If the voucher code should be used for multiple quantities of the same product, enter yes, if not enter no. This is only applicable if you are using an amount type discount.

Automatic

If you want the voucher code to be automatically applied to the customer’s cart without them having to enter the code, enter yes here, if not, enter no.

Tags

In this field enter any tags you want to be assigned to the voucher code for your internal reference. If you want to enter multiple tags, separate them with a comma.

Excluded Products

If you would like to exclude products from the voucher code, you should enter the ID of the product into this column. The ID is found by taking an export of your products and is located in column A of the spreadsheet. To enter more than one product enter each ID with a comma and a space (e.g. 193238, 1238239, 123238). You must enter both the comma and the space.

Excluded Categories

If you would like to exclude categories from the voucher code, you should enter the ID of the category into this column. You can obtain the unique ID for each category on your account by taking a category export (the unique ID is located in column A of the export file).

Delete

If you want to use the import system to delete any existing voucher codes, create a new column at the top of the spreadsheet named Delete. Then place the Voucher ID (obtained by taking an export of your current vouchers) in the first column and place a 1 in the Delete column.

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Saving the spreadsheet

In order to successfully upload, the spreadsheet needs to be saved as a CSV file. If you are using an Apple computer, save the file as a ‘Windows Comma Separated (.csv)’ file. The upload will not process if the spreadsheet is in any other format.

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Uploading the file

To upload your CSV file select the Import button again:

You'll then see this box again:

Select Choose file and find the file in your computer’s hard drive.

Once you have attached the file select import.

Allow the system to process the file. If you are uploading a large file, it might take some time to process, but don’t navigate away from the page. Once the file has uploaded you will see an ‘Import completed’ success message.

Exporting voucher codes

To take an export of your voucher codes select Marketing > Voucher Codes from the menu. Select Export from the top right corner:

A box will then appear. Select prepare your export and allow the system to process your file:

Once the system is finished processing select download your export:

A CSV file containing a spreadsheet of your voucher codes will then be downloaded to your computer's hard drive.

Updating voucher codes

To update your voucher codes first take an export of your current voucher codes. Open the spreadsheet on your computer and edit the information in the columns according to the field guidance (as explained in the ‘Importing voucher codes’ section). Save your spreadsheet as a CSV file and upload the file to the system using the ‘Import’ button.