Add a promotion via CSV
Guide for bulk uploading promotions using CSV files, including downloading existing promotions, uploading new ones, and managing product groups for efficient mass promotion management.
Where there are multiple promotions to be added it might be more straightforward to do this in the form of a CSV. There are two CSV types that you are able to download and upload.
When to use CSV uploads: Use CSV uploads when you need to create multiple promotions at once, update existing promotions in bulk, or when working with large product groups. For single promotions, consider using the manual promotion creation process.
Prerequisites
Before uploading promotions via CSV, ensure you have:
- Admin access to the promotions module
- Understanding of your promotion structure and requirements
- Prepared data with all mandatory fields completed
CSV Types Overview
Promotions CSV
Contains all the promotions that are live on the site and the options available within the tabbed system
Use this to manage promotion details, voucher codes, and promotion settings.
Group CSV
Contains the products that the promotions apply to
Use this to define which products are included in specific promotions.
Promotions CSV
Downloading the promotion CSV
Go to the promotions module and the promotions page.
Look to the far right.
Select Download Promotions CSV.
View downloaded promotions.
Uploading the promotion CSV
Important: All CSV fields are mandatory except ID (which is automatically added by the system). Ensure all required fields are populated before uploading to avoid errors.
Upload Requirements
| Requirement | Description |
|---|---|
| Mandatory Fields | All CSV fields are mandatory except ID (added by system on upload) |
| Field Population | Populate all mandatory fields before upload |
| Upload Method | Drag file into upload section or click to select file |
| File Format | Must be a valid CSV file with proper encoding |
| Data Validation | System validates all fields during upload process |
Ensure all mandatory fields are completed and data is properly formatted.
Navigate to the promotions module and locate the upload area.
Drag your CSV file into the upload section or click to browse and select the file.
The system will validate your data and display any errors that need correction.
Review the validation results and confirm the upload if no errors are present.
Group CSV
The group CSV contains the products that the promotions apply to.
Downloading the group CSV
Go to the promotions module and the promotions page.
Look to the far right.
Select Download group CSV.
View downloaded groups.
Uploading the group CSV
Ensure all product groups and associated data are properly formatted in your CSV file.
Drag your group CSV file into the upload section or click to browse and select the file.
The system will validate product group associations and display any conflicts.
Review validation results and confirm the upload to apply product group assignments.
Upload Requirements
| Requirement | Description |
|---|---|
| Mandatory Fields | All CSV fields are mandatory except ID (added by system on upload) |
| Field Population | Populate all mandatory fields before upload |
| Upload Method | Drag file into upload section or click to select file |
| Product Validation | System checks that referenced products exist |
| Group Associations | Validates product group relationships |
CSV File Structure
Sample CSV Format
Best Practice: Download existing CSV files first to understand the required format and column structure before creating new ones.
Required Fields
The promotions CSV includes the following mandatory fields:
| Field | Type | Description |
|---|---|---|
| Title | Text | Promotion name/title |
| Voucher Type | Select | Money off, percentage, or x for y |
| Start Date | Date | When promotion becomes active |
| End Date | Date | When promotion expires |
| Value | Number | Discount amount or percentage |
| Minimum Order | Number | Minimum order value required |
| Maximum Order | Number | Maximum order value allowed |
Troubleshooting
File Size Limits: Large CSV files may take longer to process. If you encounter timeout issues, consider splitting large files into smaller batches.
How is this guide?
Last updated on
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