Discount Import Wizard

Access via: (Event) > Plan > Promo Codes > Import Discounts (button)

To open the Discount Import Wizard, click the Import Promo Codes button in the top right corner of the Promo Code List page (see Plan > Promo Codes).

The wizard enables you to import discounts into your event from a CSV file, in these two steps:

A: Prepare an Import File

B: Import Your Data

A. Prepare an Import File

Start by preparing a .CSV file containing the data to be imported.

• Best practice: Keep the columns in the same order, and using the same or similar names, as used in the mapping step, which is described below. This makes the mapping step quicker and easier, since those fields are more likely to be mapped by default.

• Header Row: The first row must be column names. You will use these when mapping the fields.

• Note re Required fields: See the list of columns to import, below.
  • All fields are required fields.
  • A file cannot be imported if any of them are not included.
  • And the import of a record will fail if any of them have no value.

• Save the file as a .CSV file, where the first row contains the column headings (the field names).

• International characters and special characters:
  See these important .CSV file notes if your import includes international or special characters .

• Sample CSV File: discount_import_sample_csv_file
  You can right-click this file name to save a sample CSV file with columns for all the fields.
  Note: Be sure to replace the sample data with your own data to import.

B. Import Your Data

Once you have a CSV file of Discounts to import, step through the Discount Import Wizard to import it.

Import Discounts

1. Browse to select a file to upload, and Upload it.

2. In the pop-up window, map the columns in the import file to the data fields, which are as listed below. They are all required fields.
   
   See the Agenda Items help topic for full details of these fields.

• Discount Name – (Required) A descriptive name for the discount.
  Best Practice: Make the name self-explanatory; it's what you'll see when you search for discounts to apply to a promo code in the Create Promo Code Wizard.

• Discount Code – (Required) Must be unique to the event.
                               Caution: If the Discount Code already exists, the import will update the record.

• Discount Type – (Required) fixed or percentage.

• Discount Amount – (Required) A number representing the monetary value of a fixed discount, or the percentage for a percentage discount.
  Note: A positive number; no minus sign. (The agenda item will automatically have a negative percentage or amount.)

3. Click Import.

4. Your import is queued, and you receive an email as soon as it is processed. The discounts are then available for use.

Examples

See Also

• Quick Guide to Promo Codes (PDF)

• Promo Codes (including the Promo Code List and Promo Code Wizard)

• Import Promo Codes

• Promo Code Form Section

• Form Logic actions "Display Promo Code" and "Assign Promo Code"

• Report Setup report type "Registration Groups with Promo Codes"