Importing/exporting voucher codes
The import/export system allows you to create, update or export your voucher codes in bulk.
To import or export voucher codes selectfrom the menu.
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.
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.
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.
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 basket 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.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.
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.
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 Export from the top right corner:from the menu. Select
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.
When updating voucher codes do not change the values in column ‘A’ of the spreadsheet (Voucher ID). This column provides the unique ID used by the ShopWired database to distinguish your voucher codes.