The incentive import feature allows you to update incentive information in bulk, outside of the platform.
For example, you may work with your product distribution team to update product incentives associated with campaigns by exporting incentives from the platform, inserting shipment tracking numbers, and importing the incentives with enriched information back into the platform.
Import incentive information:
- Open the Incentives tab.
- Use filters to find the incentives you would like to update.
- Click the export icon in the upper-right corner.
- Open the exported CSV file and make your desired updates, including comments, tracking numbers, order numbers, or fulfillment status.
- Be sure to keep the System ID field unedited. This is the primary key used to map your updates to the correct reward number.
- If you enter data into either the Tracking Number or Order Number fields, the Incentive Fulfillment Status will automatically be changed to Fulfilled when the incentives are imported.
- Save the updated document as a CSV file.
- In the Incentives tab of the platform, click the import icon to upload the updated incentives.
Importing incentives is limited to 250 rows at a time.
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