Import assigned shareable codes
4 min
If you are migrating to Roster from another ambassador or influencer platform and want to bring over existing shareable discount codes, you can import these assigned codes into a Roster discount rule for proper tracking and management. This ensures ambassadors see their shareable codes in the Ambassador Portal, and that referrals are credited accurately.
Step-by-step instructions
Prepare your CSV file
- Export your existing assigned codes from the platform you're migrating away from or from your e-commerce store.
- Ensure your CSV file contains two columns labeled:
- Code - this column contains the codes to import.
- Email - this column contains the email addresses of the ambassadors to whom the codes will be assigned in Roster. Ambassadors with these email address must have already been imported into your Roster account.
- Each row should contain one and only one pair of code + email address that you want to import.
Download this sample CSV for reference:
Open the shareable discount rule in Roster
- Log in to your Roster account.
- Navigate to the Discount Rules page and select the relevant shareable discount rule (e.g., linked to a specific ambassador program).
Start the import process
- Click on More Actions > Import.
- Select Import assigned codes from the popup menu.
Upload the CSV file
- Click Browse and select your prepared CSV file.
- Roster will display the total number of codes to be imported.
- Verify the preview and click Import.
- Wait for the import to complete. For large imports, this may take a few minutes.
Confirm imported codes
- Check the Assigned Codes count at the top of the discount rule to ensure the codes were imported successfully.
- Click on any ambassador’s profile linked to the imported codes to verify they see their assigned code in the Discounts and Links section.
Verify codes in your e-commerce platform (optional)
- If the discount rule is linked to a Shopify store, click Details > View in Shopify to confirm the codes are synced in your Shopify admin panel.
- For other platforms, ensure the codes you imported into Roster match those in your e-commerce system.
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Need help?
For questions about importing assigned shareable codes or additional guidance, please contact us at [email protected].