Importing promotions

You can import the promotion created in external sources, so you can manage them in Synerise. The output of the import is a promotion added to the list of promotions in Communication > Promotions

Requirements

You need user permissions that grant you access to Simple Imports or/and Automation
Prepare a CSV file:
The following columns are required:
- a code column which contains the ID of the promotion - it must be a string
- a redeemType column which defines whether a promotion is redeemed fully or partially. Accepted values: FULL, PARTIAL
- a headerName column that contains the name of promotion that will be displayed on the list of promotions in Synerise UI ( Communication > Promotions)
- a name column which contains the name of the promotion visible to end-users
- a type column that contain the promotion type. Accepted values: GENERAL, MEMBERS_ONLY, HANDBILL, CUSTOM
  
  Note: These types correspond to the types you can select in Synerise UI while creating a promotion. You can find more information about them here

Tips for preparing a file

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: \
We recommend importing promotions in JSON files (through the Automation module)
For more details about promotion import specification, you can go here.

Procedure

Selecting the file for import

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

Go to Settings > Import > New import.
As the data type for import, select Promotions.
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.

Mapping the columns with parameters in Synerise

In this part of the process, you will connect the columns from the file with their counterparts (the existing parameters) in Synerise. This way, you will point which parameters in Synerise will contain the promotion information from the imported file. You can exclude parameters from import as well. During the mapping process, there is no possibility of adding new columns to the imported file.

On the user interface, you will be presented with two columns - the left column displays the names of the columns from the imported file, the other contains dropdown lists with the parameters available in Synerise. The dropdown lists indicate the required parameters for a an import.

Next to the file column name, from the dropdown list, select the corresponding parameter in Synerise. Perform this step for all columns in your file.
To exclude a parameter from import, next to the column name, click this icon:
Result: The icon changes to
To proceed to the summary of the import, click Next.
Result: The summary of the import is displayed.
After checking the import summary, to start the import, click Run import.