Import products to a promotion with a CSV file

Purpose

Prerequisites

Before you start:

confirm that Promotions and imports are available for the selected webshop;
create or open the intended promotion and keep that promotion selected;
prepare a UTF-8 CSV file with one row per Product;
choose one Product identifier that is present consistently in the file; and
download the current template. The template and columns marked with * are the authority for the operation.

Use Create and manage promotions for the promotion dates, uplift, lifecycle, and other promotion settings. To choose between a self-serve import into one promotion and support-assisted creation of multiple promotions, see Import promotions: dashboard or support-assisted.

Steps

Open Promotions and create or edit the intended promotion.
Choose the option to import Products.
Choose Add new products to promotion or Update existing products in promotion.
Choose the Product identifier: Optiply ID, EAN code, SKU code, or Article code.
Download the template and prepare the CSV for the selected operation.
Upload the CSV file.
Under Match columns, map the identifier and every field marked with *.
Under Check for errors, correct missing identifiers, duplicate mappings, blank values, and format errors.
When all rows are valid, select Import.
Open Settings > Data management > Imports/Exports to track the job, then return to the promotion and verify the Product list.

Create promotion-product rows

Choose the add operation for Products that are not yet part of the current promotion. Each row identifies a Product to add to that promotion.

Update promotion-product rows

Choose the update operation for Products already associated with the current promotion. Optiply uses the selected Product identifier to target each promotion-product row. Review the reported validation and job outcome for rows that are not matched.

Fields and columns

The selected Product identifier and every field marked with * are required. The current example contains skuCode, specificUpliftType, and specificUpliftIncrease; download the template for the current operation because its requiredness can vary.

Column	Required or optional	Meaning and format
`id` / Optiply ID	Required when selected	Numeric Optiply Product identifier. Recommended when available.
`eanCode`	Required when selected	Product EAN code as text. Keep leading zeroes.
`skuCode`	Required when selected	Product SKU code as text.
`articleCode`	Required when selected	Product article code as text.
`specificUpliftType`	Operation-specific	Product-specific uplift type. Use a value supplied by the current template or wizard, such as the template's `absolute` example.
`specificUpliftIncrease`	Operation-specific	Numeric Product-specific uplift value interpreted according to `specificUpliftType`.

The active promotion is supplied by the promotion you opened; do not add a promotion ID column unless the downloaded template explicitly provides one.

No uplift: product import versus promotion setting

For No uplift per Product in Products in a promotion, leave both specificUpliftType and specificUpliftIncrease cells empty. Keep the headers from the current template. Do not enter 0 or -: neither means No uplift, and the importer rejects them with a reason.

The upload import cannot set No uplift for the promotion itself. Set that promotion-level option in the promotion editor, not in the uploaded Product file. The product-import blank-field rule is separate from changing the promotion's own uplift setting.

Expected result

A successful add job links accepted Products to the current promotion. A successful update job changes matched promotion-product rows. The Imports table reports total, succeeded, failed, and skipped rows. Return to the same promotion and verify a sample of imported Products.

Limitations

Only CSV files are accepted by the wizard.
The import applies to the promotion currently being edited; verify that promotion before starting.
The selected Product identifier must be consistent and must match the intended Product.
This task does not create the promotion or define its overall dates, lifecycle, or default uplift.
Required columns can change with the current template. Do not reuse an old template without checking it.
Starting a job does not establish a universal processing time.

Errors and recovery

Before the job starts

No uplift entered as 0 or -: leave both specificUpliftType and specificUpliftIncrease cells empty, then validate the corrected rows again. These intentional empty cells are not missing Product identifiers.
Required identifier missing: add the selected Product identifier and map it.
Duplicate headers or mappings: keep each header once and map only one source column to the Product identifier.
Blank or invalid identifier: correct the reported row and upload the CSV again.
CSV, UTF-8, empty-file, unreadable-file, or file-size error: export a supported non-empty UTF-8 CSV and retry.

Import job states

Queued: wait for the job to start and refresh Imports/Exports.
Running: the promotion import is still processing. Wait before checking the final Product list.
Complete: verify the succeeded and skipped counts, then inspect the promotion.
Complete with fails: some Product rows succeeded. Correct the failed identifiers and import only those rows again.
Failed: review the displayed message, confirm the promotion and identifier choice, correct the file, and retry. If the failure remains unclear, contact Optiply support with non-sensitive job details.

See Review import and export history for job-column meanings.