This guide shows you how to use Promotions & Products Export in effectmanager
In this guide, we will show you how to use the Promotion & Products Export in effectmanager.
This file can be used for export promotions from effectmanager in a standard format. This format can be exported to Excel.XLXS and Excel.csv.
The file can be scheduled for delivery via email or an FTP server.
In this guide, we will show you the following
- How to export the Promotions & Products file
- How to schedule the Promotions & Products file
- How to schedule the Promotions & Products file for integration
How to export the Promotions & Products file
The Promotions & Products export file has a standard format that can be used for import into an external system or to make multiple corrections to promotions in effectmanager.
If you want a guide that shows you how to import the file to create or edit promotions in effectmanager, please see this guide for Promotion Import.
1. In the Reports Module, navigate to the left side menu and find EXPORTS - Promotions and Products.
2. In the filter on the right side, select your filtering criteria.
You can filter by basic criteria, such as Chain, Category, State, Period, or Dynamic Period. You can add a detail filter, such as Type, Mechanism, or Flag.
Pro-tip: If you save a filter with a Dynamic Period, loading your report will become a streamlined process each time you require it. For detailed instructions on utilizing Promotion Filters with a Dynamic Period, please refer to the guide linked here.
Pressing Excel for an Excel.XLSX and CSV for an Excel-CSV file to be exported.
How to schedule the Promotions & Products file
If you want to schedule an export of the Promotions & Products file for sendout to an email, you can do this in two ways:
- Directly from the report - see a detailed guide here.
- From Setting - see a detailed guide here.
You can schedule it as a one-time occurrence or as a recurring task.
To schedule a recurring export, you must have a saved filter.
How to schedule the Promotions & Products file integration
If you want to integrate promotion data into your system, we offer an export of our standard Promotions & Products file. You can schedule the report for export as often as needed, and it can be delivered to an email address or via FTP.
Please get in touch with the effectmanager sales team if you are interested in integrating Promotion & Products data.