How to Import Promotion Accounts

Most businesses will have several accounts that they would like to be eligible for Promotions. To make this process easier, you can import accounts using a CSV file. 

To get started, navigate to Configuration > Manage Promotions > Accounts. 

Quick Overview

1. On the Accounts page, click the three dots and download the sample file.
2. Prepare your CSV file to be imported.
3. Import the file into Clover Sport Manager.
4. Verify the data has been imported.

1. Download the Sample Import File.

1. Under Manage Promotions > Accounts, click the three-dot menu next to Create. 
2. Click "here" next to Download Sample file.

2. Prepare Your CSV File

Clover Sport can accept a CSV file (Comma Separated Values). You can download a sample file and edit it in Excel. 

Fill in the following information and then save the file to your computer:

• Account Number - Unique account id. This is what gets associated with a scannable QR code or can be manually typed to redeem the Promotion on the register.
• Account Group - Group that this account will belong to.
  • Note: The Account Group is automatically created once you import the file. If you've already created the Account Group in Manager before uploading the file, then all of the Accounts will be added to that Group as long as the Account Group is typed/named exactly as it is in Manager. 
• Active - Sets the account as active or inactive (0 is active, 1 is inactive)

3. Import File into Clover Sport Manager

Once you have filled out the CSV, you can import the data. 

Once imported, this action can not be undone.

1. Under Manage Promotions > Accounts, click the three-dot menu next to Create. 
2. Click Select File.
3. Attach the saved file.
4. Click Import.

Note: The Account Group is automatically created once you import the file. 

 

4. Verify Imported Data

You will notice that the Accounts will start to populate. Click on an Account to verify the information has imported correctly. The result will behave like the following.

5. Repeat as Needed

You can always come back and re-import data as you need to. For more information on creating promotions, click here.