Migrating from a different platform, or do you have bulk coupon data you need to get onto Trackdesk quickly and efficiently? Look no further! With the CSV import feature, you'll be set up in no time. Here's how to do it.
Coupon CSV import is available when the Coupons feature is enabled on your workspace. Availability and limits depend on your subscription settings.
Prepare your source file
First, make sure that the data you're planning to upload is in order. The file should have 3 columns:
Code – This is the code of the coupon you're planning to use.
Offer ID – The ID of the offer where the coupon can be redeemed (you can find it in the offer detail).
Referral ID – The ID of the affiliate who's going to be promoting the code; you can find this in the affiliate list.
Recommended header row:
Code,Offer ID,Referral ID
Important notes:
If your file includes headers, keep First line as header enabled during import.
Coupon codes are normalized during creation (whitespace is removed and codes are uppercased), so values like
spring 25andSPRING25are treated as the same code.If a code already exists, that row will fail with a duplicate-code error.
Upload your CSV
Navigate to Affiliates -> Coupons from the main menu and click on "Add new coupon" button:
In the modal window, select the "Import from CSV" option and select or drag and drop the file you prepared in the previous step.
The system will show the data that will be imported, so you can validate it before you commit the changes and select whether the coupons should be uploaded as active or inactive.
After upload, configure import options:
First line as header - Enable this if row 1 contains column names.
Coupon status - Choose whether imported coupons should be Active or Inactive.
Column mapping - Map your CSV columns to:
Code
Affiliate ID
Offer ID
Trackdesk then shows a preview of the data before import.
The preview is limited to the first 200 rows for performance.
All rows from the file are still processed during import.
Click Import to start the process.
You can monitor each row in the Progress column and see exactly which rows succeeded or failed.
When import finishes:
You’ll see a completion notification (
Imported successfully,Imported with errors, orImport failed).If at least some rows succeeded, you can export the successfully imported rows to CSV.
And that's it! You should see the imported coupons in the coupon list. If the upload was successful, the system will notify you if the upload fails for any specific coupons.
