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Coupons

Introduction

Coupons are a great way to offer discounts and rewards to your customers, and can help promote sales across your shop.

Coupons can be uploaded/imported one by one or in bulk.

In this section, you will learn the bulk methodology to upload/import multiple coupons in one go. This is done by uploading a CSV file using the Ultimate CSV Importer PRO.

CSV File

Before we learn how to upload coupons, let's learn about a CSV file.

What is a CSV File?

It is an excel file with the extension ".CSV". All the required data is populated in this CSV file in a pre-defined format. The file has columns dedicated to each field corresponding to the fields in the backend.

Maintaining the format of all columns is of utmost importance in order to import all data correctly.

A sample CSV file is below:

sample csv

Sample CSV

CSV Columns

The below table gives a brief description of all the column fields of a CSV file:

WP Fields CSV Header Description CSV Sample Value
*Coupon Code coupon_code It is used to specify the code of the coupon in the CSV file. You can generate coupon code by using numerical, alphabet, and special character. JJ8kC
Description Description Enter text to describe the coupon Discount for product
*Status post_status Specify the status for the coupon publish
*Discount Type discount_type Mention one of the discount types: Cart Discount; Cart % Discount; Product Discount; Product % Discount fixed_cart = Cart Discount; percent = Cart % Discount; fixed_product = Product Discount; percent_product = Product % Discount
*Coupon Amount coupon_amount Specify the coupon amount in decimal form without thousand separators and currency symbols. According to the Discount type please specify the coupon amount in the CSV file 34.896
Individual Use individual_use Specify that the coupon is used in conjunction with other coupons or not. Yes - not used in conjunction with other coupons; No - Used in conjunction with other coupons yes/no
*Product Ids product_ids Enter the id of the products which you want to be discounted 27,532,756
Exclude Product Ids exclude_product_ids Enter the id of the products which you do not want to discount 275,327
Usage Limit usage_limit Specifies how many times a coupon can be used by all customers before being invalid. Enter numeric value
Usage Limit Per User usage_limit_per_user Specify how many times a coupon can be used by each customer before being invalid for that customer. Enter numeric value
Limit Usage limit_usage_to_x_items Specify how many items the coupon can be applied to before being invalid. This field is only displayed if there is one or more products that the coupon can be used with, and is configured under the Usage Restrictions. Enter numeric value
*Expiry Date expiry_date Specify the coupon expiry date Date format to be followed : yyyy-mm-dd eg: 2015-02-14
Free Shipping free_shipping Specify if shipping required or not Yes/No
Exclude Sale Items exclude_sale_items Specify whether the coupons apply to items on sale or not. Yes - coupons should not apply to items on sale; No - coupons apply to items on sale yes/no
Product Categories product_categories Specify the category id of the product to be discounted 740,062
Exclude Product Categories exclude_product_categories Specify the category id of the product not to be discounted 1,510,172
Minimum Amount minimum_amount Allows you to set the minimum subtotal needed to use the coupon. Note: The sum of the cart subtotal + tax is used to determine the minimum amount. Enter numeric values
Maximum Amount maximum_amount Allows you to set the maximum subtotal allowed when using the coupon. Enter numeric value
Customer Email customer_email Allows Emails/Email restrictions – Email address or addresses that can use a coupon. It can be left blank. abc@xyz.com

Mandatory Rules to Follow

While entering data in the CSV columns, few rules are mandatory to be followed:

  • Date format to be followed : yyyy-mm-dd
  • For fields where product id or category has to be entered : the excel field format should always be "Text"
  • Column fields with a star "*" in the above table are required fields, rest are optional.
  • Leaving “Products” and “Exclude Products” blank allows the coupon to be applied to the entire store.

How to Import Coupons?

Here, you will see a step by step tutorial on how to import coupons using the Ultimate CSV Importer. Follow the below steps:

  • Go to mycrush.fit/wp-admin
  • Login with the credentials.

  • Go to -> Ultimate CSV Importer Pro at the bottom on left side panel.

    dashboard

Import/Update

  • Go to -> Import/Update
  • Choose the location from where you want to upload the file.

  • Select the respective file.

    import

  • Click the option -> New Item

    new item

  • Under Import each record as -> Select WooCommerece Coupons from list

    wcoupons

  • Click -> Continue

Once the CSV file is uploaded, the fields in the mentioned sections have to be mapped with the respective fields as in the images below:

core fields

coupon meta fields

coupon meta fields1

  • On the next screen, click -> Import

    import1

  • Once the file import is complete, you will see the below screen with the import details:

    import complete

Check Coupon Import

In order to check if the coupons have been uploaded correctly, follow the below steps:

  • Go to -> Marketing -> Coupons

    marketing

  • Check for the added coupon codes in the list

    coupon list

  • Click on coupon code and check the Coupon Data fields, to confirm if the coupon details such as linked product id etc have been uploaded appropriately.

    coupondata

    coupondata1

    coupondata2

Help & Guides

Last update: July 12, 2021