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Import or Export Gift Cards

Aaron Levy avatar
Written by Aaron Levy
Updated over a month ago

You can quickly upload multiple cards from another system or download an Excel copy of your existing ones for reporting or backup.

Import Gift Cards

Use this option to add multiple gift cards from another system. Follow the steps below:

  1. From Dashboard, click Gift Cards tab.
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  2. Click the three-dots in the top-right corner.
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    Select Excel Import.

  3. On the import page, download the appropriate template.
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    Template Options:

    • Use Existing Gift Cards.

      If you already have cards in the system and want to add more.

    • Use New Gift Cards.

      If you’re adding cards for the first time.

  4. Open the Excel file, fill in the fields, and add any new gift cards.
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    Customer names must already exist in the system and match exactly. Once done, Save the file, return to the import page.

  5. Click Choose File under Step 2.
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    Upload your updated Excel file.

  6. A popup will confirm when the import is successful.
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Export Gift Cards

Use this option to download and back up your gift cards. Follow the steps below:

  1. From Dashboard, click Gift Cards tab.
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  2. Click the three-dots in the top-right corner.
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    Select Excel Export. An Excel file will automatically download with all active gift cards.

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