The incentive import feature allows you to easily update incentive information in bulk outside of the platform. This feature is recommended as a way to add shipment tracking numbers to product incentives, among any other edits you may wish to make.
A maximum of 250 rows can be imported back into the platform, including the header, meaning 249 incentives can be edited at a time with this method.
The following details can be edited using the import process: Tracking Number, Order Number, Comment, Cost, and ARV (actual retail value).
- Export the relevant incentives.
- Open the Incentives tab from the main menu.
- Adjust filters to meet your needs.
- Click the export icon in the upper-right corner.
- Click Export.
- Open the downloaded CSV file using an editor like Excel, Numbers, or Google Sheets.
- Edit information in the relevant rows and columns. Be sure to keep the "Id" column unchanged.
- Save the edited file in CSV format.
- Open the Incentives tab from the main menu in Later Influence™ (formerly Mavrck).
- Click the import icon in the upper-right corner.
- Click Choose File and select the CSV you edited.
- Click Upload & Update.
- Review the incentives you edited from the incentive fulfillment table.
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