How do I import my existing gift card balances?

1. If you want to import your existing gift card balances you'll first need to download the template.
2. Open the downloaded file.
3. In the number column, enter the codes of your existing gift cards.
4. In the balance column, enter the balances of these gift cards.
5. When you're done entering the information, save the file and navigate back to Retail POS.

   Do not include any special characters in your CSV such as dollar signs or ampersands, this will prevent you from uploading the file as only alphanumeric characters will be accepted.

6. In Retail POS, navigate to Catalog > Gift cards.
7. Click Import CSV in the Import gift cards section.

   

8. Select your spreadsheet file
9. To confirm everything has been imported correctly, check that the gift card totals on the Gift card screen have been adjusted accordingly.

Your existing gift card balances should now be in the system.

What do I do if I receive an error after importing?

If you receive a red error message after importing your spreadsheet file, it may be because some of the lines in the CSV have failed.

Follow these steps to fix your imported file:

1. If an error occurs, you'll be prompted to download a new CSV. It will include an error message, explaining why any of the errored lines have failed to import.
2. Once you've identified which lines have an error, fix these problems based on what the error message suggests and delete the Issues column.
3. Save the file and navigate back to the Retail POS gift cards screen.
4. Click the Import button again select the new CSV file.

The gift card balances that initially failed should now be imported into your store.

Attachments

• gift_card_import.csv15 Bytes