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Use bulk import to load discount cards into your Maestra project in one go. This is the fastest way to add a new batch of cards, refresh existing ones, or assign cards to a card type. The process has four steps: pick the data action, prepare and upload the file, map the file fields to Maestra fields, and review and launch the import.

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Step 1. Select the data action

Go to Settings → Import and click New Import. Make the following selections:
  • Import type: Discount Cards
  • Action: Add and Update Discount Cards

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Step 2. Prepare and upload the file

Build a file that contains the cards you want to load. Each row in the file represents one discount card.

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Required field

Your file must include at least the following field:
  • Discount Card Number — the unique number of the discount card.

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Optional fields

You can also include:
  • Card Type — references a discount card type you have already configured in Maestra. If you leave this empty, cards are loaded without a type.
  • Additional fields — any custom fields you have configured for the Discount Card entity.

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File specifications

  • Format: .csv or .txt
  • Structure: a header row with the field names, followed by one row per card
  • Validation: make sure card numbers and any additional field values use the correct formatting
Double-check that your card numbers are unique and that any values in additional fields match the format Maestra expects. Bad formatting is the most common cause of failed rows.
Upload the prepared file and click Continue.

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Step 3. Map file fields

Maestra automatically matches the columns in your file to fields in the system. On this screen you can:
  • Use the checkboxes in the Import column to choose which fields to load.
  • Adjust the mapping in the Maestra Field column if a column did not match correctly.
  • Skip any optional fields you do not want to import.

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Step 4. Review and launch

Maestra shows preview rows with the mappings applied, so you can confirm the data looks right before running the import. When everything checks out, launch the import.

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Track the import

Every completed import appears in the import list with its launch date, import type, and the person who started it. If any rows failed, you can open the import to see which rows had errors and the specific reason for each failure.

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Results

Successfully imported cards show up in your project. Cards are assigned to the card type you specified, or they are created without a type if you left that field empty.

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Card stock notifications

In your card type settings, you can turn on automatic alerts that fire when the number of available cards drops to a minimum threshold you set. When the threshold is hit, Maestra sends a project-level notification so you know it’s time to load a new batch.