If you're migrating your gift cards from another system or need to update gift card numbers or balances, you can prepare an import file and bulk upload the information into Retail POS. You can also export gift card information to view unredeemed balances and calculate deferred revenue.

Importing gift card balances

To import gift card balances into Retail POS:

1. Download and open the gift card import template.
2. In the number column, enter or paste in the gift card codes.
3. In the balance column, enter or paste in the gift card balances.

   Do not include any special characters in your CSV such as dollar signs or ampersands. Only alphanumeric characters are accepted.

4. Save and export the file as a CSV.
5. In Retail POS, navigate to Catalog > Gift cards.
6. Click Import CSV in the Import gift cards section.

   

7. Select your CSV file. A banner will appear at the top of the page letting you know your file was successfully imported.
8. To verify your gift cards imported as expected, navigate to Reporting > Gift card reports and review the information in the gift card table. You can search and filter by gift card number if needed.

Fixing common import errors

If you click Import CSV and nothing happens or you get an error message saying Retail POS was unable to import the gift cards, review your file for the following common import errors:

• Make sure your file has been exported as a CSV.
• Double-check that there are only two columns in your sheet and no changes were made to the column names (number and balance).
• Except for dashes (-) and periods (.), remove any non-alphanumeric characters like commas (,), apostrophes (‘), grave accent (`), parentheses (), square brackets ( [ ] ), quotation marks (“ ”), and/or ampersands (&).
• If the file has been corrupted, redownload the import template and try again.

If an error occurs, you'll be prompted to download a new CSV. It will include an error message explaining why the errored lines have failed to import. To prep the file for reimport:

1. Update the errored lines accordingly.
2. Delete the Issues column.
3. Save and export the file as a CSV.
4. In Retail POS on the Gift cards page, click the Import button again and select the new CSV file.

The updated gift card balances should now be imported into Retail POS.

Exporting gift card information

To export your gift card information:

1. In Retail POS, navigate to Reporting > Gift card reports.
2. Click Export report.

   

3. Choose a destination folder for the export file download, then click Save.
4. Open the export file in Google Sheets or Excel to view:
   • Gift card codes
   • Created date
   • Last used date
   • Balance
   • Status (active, redeemed, etc.)
   • Customer ID and source
   • Order ID and source
   • Location ID
   • Last recipient email

What's next?

Attachments

• gift_card_import.csv15 Bytes