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Promo Codes: Import

Learn how to bulk import Promo Codes into ClearEvent

Updated over a week ago

Import Promo Codes In Bulk

Event organizers often need to create many promo codes with similar settings or behaviors. Instead of creating each one manually, you can import a list of promo codes using a CSV file. This allows you to quickly generate large sets of codes, apply consistent settings, and optionally create random promo codes.

The import feature supports both custom promo codes (for example, 202610OFF) and randomly generated codes.

When To Use Promo Code Import

Use the import feature when you need to:

  • Create a large number of promo codes quickly

  • Apply consistent settings across many codes

  • Generate random promo codes

  • Use an existing promo code as a template to copy settings

How To Import Promo Codes

  1. In the Event Manager App, navigate to Promo Codes section > Promo Codes tab.

  2. Click the Import button.

  3. Download the Promo Code Import Template CSV file and fill in the details of the Promo Codes you need to import.

  4. Upload your CSV file containing the promo codes and settings.

  5. Review any validation errors reported by the system.

  6. Complete the import.

If errors are detected, the import will stop so that you can correct the file before trying again.

CSV Import Fields

Your CSV file can include the following fields.

Field

Description

PromoCode

The unique promo code value. Required unless random code generation is enabled.

TemplatePromoCode

Uses an existing promo code as a template. Any additional fields in the import file will override the template values.

UseRandomPromoCode

Set to Yes, Y, or True to generate a random promo code automatically. (Case-Insensitive)

Category

The promo code category.

DiscountCode

Internal discount identifier.

DiscountValue

The value of the discount.

IsPercent

Indicates whether the discount is a percentage. Set to Yes, Y, or True (Case-Insensitive)

IsPublished

Determines whether the promo code is published and available for use. Set to Yes, Y, or True (Case-Insensitive)

ValidFromDate

Date and time when the promo code becomes active.

ValidToDate

Date and time when the promo code expires.

IsSingleUse

Limits the promo code to a single redemption. Set to Yes, Y, or True (Case-Insensitive)

MaxRedemptions

Maximum number of times the promo code can be used.

EnableForProducts

Enables the promo code for product purchases. Set to Yes, Y, or True (Case-Insensitive)

Usages

A comma-separated list of Registrant Types and/or Ticket Names where the promo code can be applied. If blank, the promo code applies globally.

Using A Template Promo Code

You can use an existing promo code as a template to quickly apply the same settings to many new promo codes.

  1. Ensure the Promo Code that you want to use as a template already exists in the Event Manager App > Promo Codes section > Promo Codes tab.

  2. Specify the Template's Promo Code in the TemplatePromoCode field in your import file.

  3. Provide the new PromoCode value or enable UseRandomPromoCode.

  4. Any additional fields in the file will override the template Promo Code settings.

This approach significantly reduces the number of fields you need to include in your CSV file.

📝Notes:

  1. Promo codes must be unique. If a promo code already exists, the import will stop and report an error.

  2. If a TemplatePromoCode is provided but does not exist, the system will report an error.

  3. Boolean fields accept the following values for True:

    1. Yes

    2. Y

    3. True

    Values are case-insensitive.

💡Tips:

  • Include date and time values for ValidFromDate and ValidToDate to ensure the promo code activates and expires at the correct time.

  • If the Usages field contains a Registrant Type or Ticket Name that does not exist, the import will stop so you can correct the file.

  • If the Usages field is left blank, the promo code will apply globally across the event.

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