Importing vouchers

Vouchers are the perfect solution if you plan, for example, to distribute unique discount codes. Thanks to Synerise’s capabilities in the area of communication, you can distribute your vouchers through SMS, email, web push and mobile communication, but also directly on your webpage.

Requirements

You need user permissions that grants you access to Simple Imports or/and Automation
Create voucher pool

Tips for preparing a CSV file

Prepare a file that contains the column (code) with the voucher codes.
Recommended file metacharacters:
- A character that splits columns (delimiter): ,
- A character that is used to contain the text (quotation mark): "
- A character (escape character) that changes the default interpretation of a sign or string followed by the escape character: \
Spaces and special characters in the column headers are not allowed.
.csv files must be UTF-8 encoded

Procedure

Selecting the file for import

In this part of the process, you will upload a file from your device.

Go to Data Management > Data import > New import.
As the data type for import, select Voucher pool.
As the import method, select one of the following options:
- Import a local file - To import a single .csv file to Synerise.
- Import in Automation - To import a .csv, .json, .jsonl, and .xml files and execute periodical imports.

Upload the .csv file by using the + Upload file or drop one here field.
Optionally, you can customize the file metacharacters by clicking the arrow down icon.
1. From the Delimiter dropdown, select the character that marks the end of a column.
2. From the Quotation mark dropdown list, select the characters that contain the text or data type.
3. From the Escape character dropdown lists, select the character which changes the default interpretation of a character or a string followed by the escape character.
To proceed to the next step, click the Next button.

Selecting voucher pool

Select the voucher pool to which you want to import your data. If you selected the Import option on the interface of a specific voucher pool (Data Management > Voucher pools), the voucher pool will be selected automatically.

Selecting column with codes

You can import only codes into the voucher pool. Your file must contain a column with the codes. However, if your file contains more than one column, at this stage you must indicate which column contains the codes.

The remaining columns will not be imported.

Selection of the column containing the codes

Launching import

After selecting the column that contains a code, you will be redirected to the mapping summary. If it’s correct, to launch the import, click Run import.