---
title: "Promotion Import"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28405476/Promotion%20Import"
format: markdown
---
# Overview
The **Promotion Import** function allows you to import and export promotions so you can create new promotions or maintain your existing promotions in bulk. From the **Promotion Import **screen you will be able to import one or two import file formats:
- **Promotions Header**: The promotion header CSV file allow to add or update information such as the promotion id, description, start and end date ranges, branch and zone ranges, customer group information and account types.
- **Promotion Lines**: The promotion line CSV file allow to add or update information such as the promotion id, product/group id's, pricing rules and other cost and pricing information.
> ℹ️ You can choose to import either or both of the import files.
> ⚠️ The System Setting - Flag** PrmSellInc **will change the **Promo Sell **price from GST Ex, when disabled to be **Promo Sell GST Incl,** when enabled.
# Accessing the Promotion Import
To access the **Promotion Import,** perform the following:
1. Click **Frameworks **then navigate to **Special Pricing > Maintenance > Promotion Import **from the navigation tree.
2. The **Promotion Import **screen will open on the **Import Criteria **tab.
---
# Downloading a Template
To make it easier to add and maintain your promotions you can download a template or export as CSV of promotion header information or promotion line information. By downloading a template, you will ensure that you have the correct promotion fields available to update and/or modify.
To download a template, from the** Import Criteria **tab, perform the following:
1. From the **Update Field **menu select which fields you want to update/import. By default, all the fields are selected, hold the **CTRL** key down to select multiple fields.
For more information about the Promotions Update Fields, click here.
| **Field** | **Description** |
| --- | --- |
| **Promotion (text)** | Enter the **Promotion ID**. This is an Alphanumeric field, for example, Abc123. |
| **Description (text)** | Enter the **Promotion** Descr**i**ption. This is an Alphanumeric field, for example, Abc123. |
| **Start Date (date)** | Enter the** Start Date** of the Promotion. Use the format dd/mm/YYYY |
| **End Date (date)** | Enter the **End Date** of the Promotion. Use the format dd/mm/YYYY |
| **Start Time (int)** | Enter the **Start Time** of the Promotion. Use 24hr format HHmm |
| **End Time (int)** | Enter the **Ent Time** of the Promotion. Use 24hr format HHmm |
| **From Branch (int)** | Enter the** Branch ID** number. Only allows whole numbers |
| **To Branch (int)** | Enter the **Branch ID** number. Only allows whole numbers |
| **From Zone (text)** | Enter the **Area Zone ID.** This is an Alphanumeric field, for example, Abc123. |
| **To Zone (text)** | Enter the **Area Zone ID.** This is an Alphanumeric field, for example, Abc123. |
| **Customer Group (text)** | Enter the **Customer Group ID**. This is an Alphanumeric field, for example, Abc123. |
| **Account Type (text)** | Enter the customer Account Type code. Use one of the following.
- **A** for Standard Debtor
- **C** for Cash Card Holder
- **D** for COD Account
- **F** for Interest Free
- **H** for Hire Purchase
- **I** for Insurance Claim
- **L** for Good on Loan
- **M** for Miscellaneous
- **R** for Debt Reduction
- **S** for Shareholder |
For more informaion about the Promotion Lines Update Fields, click here.
| **Field** | **Description** |
| --- | --- |
| **Promotion (text)** | Enter the** Promotion ID**. This is an Alphanumeric field, for example, Abc123. |
| **Product/Group (text)** | Enter the **Product ID. **This is an Alphanumeric field, for example, Abc123.
OR
Enter the **Product Group ID**. Use the format Group ID/Sub Group 1/Sub Group 2/Sub Group 3, for example 00/01/02/03 |
| **Pricing Rule (text)** | Enter the Pricing Rule Code. Use one of the following.
- **D **for Discount of Retail
- **F **for Fixed
- **G **for Gross Profit
Pricing Rule is required to be the Pricing Rule Code (eg "D" or "F" or "G") instead of the Pricing Rule Description (Discount of Retail, Fixed or "Gross Profit)
Not required for Product Group promotion lines. |
| **Pricing Rule Desc (text)** | Enter the Pricing Rule Description. Match the description to the rule.
- Discount of Retail
- Fixed
- Gross Profit)
Not required for Product Group promotion lines. |
| **Cost Price (dec)** | Enter the product's **Cost Price** ** for the promotion.** This is a decimal field, for example, 2.25
Not required for Product Group promotion lines. |
| **Promo Disc (dec)** | Enter the product's **Promotion Discount **amount for the promotion**.** This is a decimal field, for example, 2.25 |
| **Promo Sell (dec)** | Enter the product's **Promotion Sell **price for the promotion**.** This is a decimal field, for example, 2.25
Not required for Product Group promotion lines. |
| **GP% (dec)** | Enter the product's **Gross Profit** percentage for the promotion**.** This is a decimal field, for example, 2.25 |
| **Purch (dec)** | Enter the **Purchase Quantity** for the promotion. This is a decimal field, for example, 2.25
Not required for Product Group promotion lines. |
2. Depending on what information you want to export you can select a range of data you want included in the template
> ℹ️ Leave the ranges blank to add all product to the template.
**1. Promotions**
From the **Promotions **side you can export a range of Promotions by entering a **From **and** To **range.
**2. Promotion Lines**
From the **Promotion Lines **side you can export a range of **Product/Groups **for a** Promotion** by selecting a promotion and then entering a **From **and** To **range. Click **Search** to open the **Promotion Finder.**
3. Click **Download Template** to download the .csv templates (promotion.csv and/or promotionline.csv) that will include all the promotions and/or promotion lines and fields based on the above selections.
> ℹ️ Enable **Download Template Only (No Data) **to download a blank .csv file (column headers only) that can be used to populate and import new product data.
4. Open up the downloaded .csv template (promotion.csv and/or promotionline.csv) and add/edit the required fields in the file.
5. **Save **the file, keeping the .csv file format, ready for importing.
---
# Uploading the Promotions or Promotion Lines Import
> ℹ️ **Note**: You can choose to import either or both of the import files.
To upload and import the edited promotion.csv and/or promotionline.csv files, from the** Import Criteria **page, perform the following:
1. Click **Upload CSV **and choose the file created in the above steps and then click the** Upload** button. Once the .csv file has been up uploaded next to **Import File:** it will display the filename that is going to be imported.
2. Enable **Report Only **to confirm the changes before importing, or **untick **> Macro (inline-media-image)
to import the changes into Frameworks.
> Macro (include)
3. Click the **Schedule** tab. The scheduled task is defaulted to run **One Time** and is set to run at the *current system date and time*.
> ℹ️ If you are performing a large import you might want to delay the import to not impact performance. To do this update the **Start date** and **time** or use the date finder icon to search for an appropriate date and time to run the task.
4. Select the task notification options to **Send a notification** or **Send and email** once the import has run.
5. Click **Submit **to import the .csv file. An information box will pop up advising that the task has been submitted. Click on **OK.**
6. On the **Output** page, under the **Generated Reports** section, click on the **report** links to review the import.
> ⚠️ If the **Report Only** option was ticked > Macro (inline-media-image)
> ⚠️
> ⚠️ and there were no errors in the generated report repeat the above and untick> Macro (inline-media-image)
> ⚠️
> ⚠️ **Report Only.** If there were any errors in the generate report, resolve the errors before importing and possibly run the the report only option until it is error free.
7. Click on the **Close **button in the bottom right once the task is completed.
---
# Additional Information
> ✅ Refer to the [Promotions Dashboard ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391876)User Manual for more information.
> ✅
> ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information about notifications and scheduling.
Related System Settings
| **System Setting - Flag** | **Flag Purpose** |
| --- | --- |
| **PrmSellInc** | Prompt for the Promo Price Inclusive of GST in Promotion Maintenance and Import |