Overview
The Export Promotions & Coupons feature enables administrators to export promotion data directly from the Marketing > Promotions & Coupons page in either CSV or Excel format. The feature also introduces a Promotion Type filter, allowing administrators to quickly locate and export specific promotion types.
The export process leverages the existing Import/Export framework and runs asynchronously in the background, making it suitable for exporting large datasets without interrupting administrative work.
This feature can be used for:
- Reporting and business analysis
- Auditing promotion configurations
- Data backup
- Migration between environments
- Bulk review of promotion settings
Prerequisites
Before exporting Promotions & Coupons:
- Ensure you have permission to access Marketing > Promotions & Coupons.
- Ensure no other Import, Export, Publish, Data Sync, or Image Generation process is currently running.
- Verify that promotions exist matching your selected filters (if applicable).
Export Promotions
- Navigate to Marketing > Promotions & Coupons.
- (Optional) Filter the promotion list using the available filters, including the new Promotion Type filter.
- (Optional) Select one or more promotions using the checkboxes.
- Click Tools.
- Select one of the following:
- Export to CSV
- Export to Excel
- In the Export dialog, select one of the following:
- Without Additional Attributes (default)
- With Additional Attributes
- Click Export.
The export request is submitted for background processing. A confirmation message is displayed with a link to the Exports page where the export status can be monitored.
Promotion Type Filter
The Promotion Type filter allows administrators to quickly locate promotions of a specific type before exporting.
The filter supports:
- Standard promotion types
- Future promotion types
- Custom promotion types
The filter can also be combined with other existing filters available on the Promotions & Coupons page.
Export Scope
The system automatically determines what should be exported based on the current page context.
| Scenario | Export Result |
|---|---|
| One or more promotions are selected | Only the selected promotions are exported. |
| No promotions are selected but filters are applied | All filtered promotions are exported. |
| No selections and no filters | All promotions are exported. |
Note: Selected promotions always take precedence over applied filters.
Export Options
Without Additional Attributes
This is the default option and exports only the standard promotion fields that are supported by the promotion template.
With Additional Attributes
Includes any available promotion-specific additional attributes.
Only attributes that contain saved values are included in the export.
Note: Additional attributes without saved values are not included due to current import/export limitations.
Export File Format
The exported files follow the existing Promotion Import template structure to maintain compatibility with the import process wherever supported.
Selected or Filtered Promotions
The export generates a ZIP package containing the requested CSV or Excel file.
All Promotions
The export generates a consolidated ZIP package containing separate export files for each promotion type that contains data. Promotion types without data are automatically excluded.
Viewing Export Status
Export requests are processed asynchronously.
You can monitor export progress by navigating to:
System Settings > Exports
The Exports page displays:
- Export status
- Start time
- Completion time
- Export format
- Download option (when completed)
Exports continue processing even if:
- You log out.
- You close your browser.
- Your session expires.
Exported Data
The export includes:
- All standard promotion fields.
- Columns displayed in the Admin grid.
- Custom columns (where supported).
- Additional attributes (when selected and available).
For promotion types associated with multiple entities (such as Brands, Categories, Catalogs, or Products), the export generates separate rows for each associated value to maintain an import-compatible structure.
For Amount Off X if Y Purchased and Percent Off X if Y Purchased promotions, product references are exported using SKU values instead of product names because the import process identifies products by SKU.
Unique Coupon Promotions
Promotions that use standard (non-unique) coupons are fully supported during export and import.
For promotions using unique coupons:
- Unique coupon codes are exported separately.
- The current import process cannot recreate system-generated unique coupon codes.
- Before importing these promotions, administrators must provide valid values for all required coupon fields.
Note: The IsUnique setting can only be configured when the promotion is created and cannot be modified afterward.
Important Notes
- Export supports both CSV and Excel formats.
- Export processing occurs in the background.
- Export files are downloaded from System Settings > Exports after processing completes.
- Promotion Type filtering supports future and custom promotion types.
- Export templates remain compatible with existing Promotion Import templates wherever supported.
- Promotion Message is not included in the export template.
- Call for Price Message continues to be supported where applicable.
- Decimal inventory quantities are not supported in exported templates.
- Custom Promotions are currently outside the scope of this feature.
Best Practices
- Apply filters before exporting to reduce file size.
- Use Without Additional Attributes unless extended promotion information is required.
- Download completed export files before the configured retention period expires.
- For large exports, monitor progress from System Settings > Exports instead of waiting on the current page.
Troubleshooting
| Issue | Resolution |
|---|---|
| Export option is unavailable. | Verify that no Import, Export, Publish, Data Sync, or Image Generation operation is currently running. |
| Export file is not immediately available. | The export is processed asynchronously. Check the status under System Settings > Exports. |
| Export file cannot be downloaded. | Verify that the export completed successfully and has not been removed by the configured retention policy. |
| Additional attributes are missing. | Only additional attributes with saved values are exported. |
| Product names are replaced with SKUs. | This is expected behavior because supported promotion imports identify products using SKU values. |