Every shopper loves a steal. That’s why coupons — for one-off specials and holiday or seasonal discounts — are great for attracting them to your store and incentivizing them to buy. 

We make it convenient to add coupons for your products — lots of them, all at once — with our export and import system. We’ll show you how.


Step 1. Export The CSV File For Any Existing Coupons

CSV — short for comma-separated values — is a simple file format used to house data, like your store’s coupon specifications, in a spreadsheet-like table. The quickest and easiest way to update your past or existing coupons is to download the CSV file for them (saving you time on formatting, for one). 

  1. Go to Inventory > Import/Export > Standard Export
  2. From the Export From menu, select Discounts
  3. Select the following check boxes: DiscountAutoID, Name, DiscountType, DiscountValue, CouponCode, Cannot_Use_With_Any_Other, CouponUsage
  4. From the File Format menu, select CSV - Comma Delimited Text File
  5. Click Export
  6. Click Download on the right
  7. Open the CSV file on your computer 💻


Step 2: Edit The CSV File For Coupons

Coupon creators, let’s do this! Once you open the CSV file, fill in all columns for each coupon you want to add in the following way:

  • discountautoid — Must be unique to each coupon. If you have existing coupons and discounts, we recommend continuing the already-established numerical sequence.
  • name — What appears on the checkout page when the shopper redeems it.
  • discounttype — Enter "Per Unit" in each row of dollar-based discounts, and “Percent” in each row of percentage-based discounts.
  • discountvalue — Enter the value of the coupon for each row, in dollars or percentages, based on the discounttype value. 
  • couponcode — Enter the code you would like the shopper to enter on the checkout page to redeem the coupon. Each coupon should have a unique code.
  • Cannot_use_with_any_other — Enter "Y" in each row
  • Couponusage — Enter "SingleUse" in each row

😀 ⚠️️ Friendly warning: Be sure not to accidentally delete or overwrite any active coupon codes; they should still remain in the new version of the CSV file you’re editing on your computer.

When finished, save the file to your computer in CSV format, so you can easily import the new codes into your store.  💻


Step 3: Import The New Version Of The CSV File For Coupons

Out with the old, in with the new. Here’s how to upload your new codes to your store:

  1. Go to Inventory > Import/Export
  2. From the Import to menu, select Discounts
  3. For the Overwrite Existing Data? value, select Yes, replace any existing data with my new updated data
  4. Click Import

Well done, you. But what good are your newly created coupon codes if your store doesn’t know how to apply them? Good news: You can export, edit and import the CSV file for your discount settings, too.

 

Step 4: Export The CSV File For Coupon Settings 

Just like in step 1 with your coupons, the fastest, easiest way to update your coupon settings is to download the CSV file from your store, like so ...

  1. Go to Inventory > Import/Export > Standard Export
  2. From the Export From menu, select Discounts_ApplyTo
  3. Select the following check boxes: SyncID, DiscountAutoID, ProductCode
  4. From the File Format menu, select CSV - Comma Delimited Text File
  5. Click Export
  6. Click Download on the right
  7. Open the CSV file for coupon settings on your computer  💻


Step 5: Edit The CSV File For Coupon Settings

Now it’s time to specify which codes to apply to which products. Once you open the file, fill in all columns for each coupon code you added in Step 3, in the following way:

  • Syncid Must be unique for each coupon, and different than the discountautoid value. We recommend continuing the numerical sequence established by existing coupons and discounts.
  • Discountautoid —  Enter the info you established in step 2.
  • productcode: —  Enter the Code of the product eligible for the coupon.

When finished, save the file to your computer, making sure to keep the CSV format.  💻


Step 6: Import The CSV File For Coupon Settings

You’re *thisclose* to being finished. The only thing keeping your shoppers from coupons is uploading the CSV file for Special Discount Settings. So whatcha waiting for?

  1. Go to Inventory > Import/Export
  2. From the Import to menu, select Discounts_ApplyTo
  3. For the Overwrite Existing Data? value, select Yes, replace any existing data with my new updated data
  4. Click Import

Woohoo! Now you’re ready to distribute discounts to your customers through channels like e-newsletters, social media and even by advertising them on a banner on your own site. If you want to do a happy dance, we won’t judge. 💃


Summary:

Coupons are a great way to prompt a purchase. So create some codes — the more, the merrier, thanks to our export and import system. Then, share them with shoppers and brace your store for the stampede of sales.

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