Re-import Shopify discount codes
3 min
Re-importing Shopify discount codes into Roster is a crucial feature for resolving situations where discount codes or entire discount rules have been mistakenly deleted or deactivated in Shopify. With this process, brands can ensure their ambassadors’ discount codes are restored and fully functional, maintaining a seamless experience for both ambassadors and customers.
Step-by-step instructions
Export the discount codes from Roster
- Navigate to More in the left-hand navigation menu.
- Click on Discounts and select the relevant discount rule (e.g., Friends and Family Discount).
- Click Export to download a CSV file containing the discount codes.
- Open the exported CSV file.
- Rename the ambassador email column to email to ensure compatibility with the import process.
Recreate the discount rule in Shopify (if needed)
- If the entire top-level discount code (aka the discount rule in Roster) has been deleted in Shopify:
- Click Edit Discount Rule within Roster.
- Click Save
- This will force Roster to re-create a top-level discount code in Shopify into which the codes can be recreated.
- Verify the discount rule by clicking View in Shopify from Roster.
- Ensure the rule appears correctly in Shopify with all associated codes.
Re-import the discount codes into Roster
- Return to the Discounts page and select the same discount rule.
- Click Import and choose Import assigned codes from the options.
- Click Browse to upload the updated CSV file.
- Review the import summary, which will display the total number of codes being imported.
- Click Import to reassign the discount codes to their respective ambassadors.
Verify synchronization and functionality
- Navigate back to the Discounts page in Roster and click View all codes under the relevant rule.
- Confirm that the codes are active and assigned to the correct ambassadors.
- In Shopify, refresh the discount code to ensure all codes are listed and functional.
- Optionally, test a discount code in your store to confirm it applies correctly at checkout.
Need help?
If you have any questions or need additional guidance, contact us at [email protected].