Re-import Shopify discount codes

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 video walkthrough video transcript this is a transcript from the loom video walkthrough 0 00 hey there, this is jeff at roster i want to show you a really, really useful feature in roster for shopify brands that has come up periodically with brands, and that is the ability to re sync discount codes in roster with your shopify store 0 18 the number one reason this has come up in the past is that, um, let's say that we have this friends and family discount 0 24 discount rule in roster, and this discount rule has, uh, 12 assigned codes in it and these are all active they're being used 0 32 well, let's just pretend in the uses column, they're being used this is obviously just demo data, but it's very common then for, for a brand 0 42 what will happen sometimes is i'm going to open up this code in roster, some, somebody a brand site or who has access to shopify has, uh, a good intention and they somehow just completely delete a discount rule, a top level discount code 0 59 so you can see this is the, um, this is the discount code for that friends and family discount so somebody comes along, they don't really know what's actually happening 1 11 and let's say they just complete completely delete this they could also just deactivate all the codes, but let's go ahead and delete this 1 19 that's obviously very problematic for the brand because if somebody were to now try to use this code, uh, with the brand, the customer would be told that this code is no longer valid 1 35 so, not only will somebody not be able to use the code, but the ambassador who owns the code, since this is a shareable code, wouldn't be able to, they wouldn't get credit for it 1 44 and that, that's not good we just don't want that to happen so, uhm, so brands will reach out to us in a panic, saying all of our codes have been deleted, and there's actually a really straightforward fix for this 1 58 so, what we want to do is, in this case, all we need to do is just click export, right here, and we want to export all of the discount codes in this rule 2 07 and that puts those codes into an export file, and, er, csv file you can't see it because it's on my, uh, computer 2 17 uhm, let's see here, if i can open this up in a more useful format uhm, well, it's a little bit hard to show you, but basically what i ended up with is a csv file that has a whole bunch of columns in it, of which one of the columns is called code, that is the discount code itself, and another column 2 44 is called ambassador email and all we need to do is change that ambassador email to just say email, because that is the column name that the import looks for 2 56 and if i then go to, let's see, i'm having to move this on my local machine here, which again you can't really see, so i apologize for that 3 08 but if you're the one doing this, you would obviously have access to all of this so, okay, so then what i'm going to do is i'm going to click import, and because this is a shopify linked shareable code, it just gives me the option to import assigned codes 3 27 then i'm going to click browse, and i have this csv file that i just downloaded maybe you can see that preview, i'm not sure if that's coming up 3 37 but it has a column called code with all the codes in it, and a column called email with all of the ambassadors email addresses 3 45 so i'm going to click open, and it tells me it's going to import 12 codes, and then i'll click import 3 52 and what's happening behind the scenes is it's pulling in each of those codes, it's recognizing that those codes already exist inside of roster 4 01 and they, it finds the ambassador that it's already assigned to, and then it does a check out to shopify to say, hey, does this code exist in shopify? 4 12 and if it doesn't, then it simply recreates it within this discount rule but also remember that we completely deleted the discount rule that it was linked to 4 23 so, now what i want to do is, is click this view in shopify, and it will open up, ahhhh, yeah, that's a problem 4 35 didn't find the discount rule because we deleted the whole thing so i think what we actually need to do first i kind of forgot, we need to click edit discount rule, and then we need to click save 5 01 okay, i think that should have recreated the discount rule in shopify let's try this, let me hit refresh let's try this one more time 5 13 okay, there's our friends and family code it did get recreated, and let's try re importing these codes now 5 32 sorry, you expected a perfectly polished demo, and i had to stumble a little bit but that's how it goes okay, now let's try importing those codes 5 44 now we've done that import again, and let me close this we'll click our view in shopify once more okay, cool, there we go 5 58 so now we have all of our codes that have exist inside of shopify, and they were recreated uh, the discount rule was recreated because we had completely deleted it, and the syncing is now in effect 6 18 so if i was to come here and change this to 11% and hit save and then and we were to come into shopify and hit refresh 6 29 you can see that that was also changed to 11% as expected so now they're perfectly linked up so, um, another scenario where this can happen is where let's not take the extreme where the entire discount rule was deleted, but let's just click view all codes 6 49 and then i'm going to actually just delete these oh, can i not select all that's kind of annoying there we go 6 58 and i'm going to click delete codes and now i just deleted all of those ambassadors codes so all of these codes show as active in roster 7 09 and if the ambassador logged into the ambassador portal, they would also show as active, but they are deleted so what we need to do is import those codes 7 21 and this is basically just a repeat of what i already did, but just showing that if just the codes themselves are deleted, that's perfectly fine too 7 30 they can just be re imported and roster will individually synchronize each of those codes over so now when i click refresh, there's all the codes 7 43 so if you ever get into a pinch where you've accidentally deleted all the codes in shopify, or you've deleted some of them, and you didn't want to, but you still have them over in roster, then you can easily export them and re import them back into your shopify store very easily 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 support\@getroster com mailto\ support\@getroster com