Creating Gift Cards Using Excel Import (Generic)

You can create gift cards by importing gift card data in Excel format into the Back Office.

Before exporting gift card data in Excel format you need to create a template which will be applied to the imported gift cards; see Gift Card Templates for instructions.

Note that you cannot use a randomized number sequence for gift card IDs when creating gift cards via Excel import; instead, you need to define the numbering sequence to be used in the template settings.

The following example template contains the fields used for gift card Excel imports.

Giftcard_template.xlsx

Gift card template fields.png — Gift card Excel fields (example)

Field	Type	Mandatory/Optional	Description
Gift card number	string	M	ID of the gift card to be created. This field cannot be left empty; enter the gift cards IDs using the numbering scheme defined in the gift card template settings (including the prefix).
Type	enum	M	Value for value gift cards, or Product for product gift cards.
Template name	string	M	Name of the gift card template which will be used. Note: this field is case-sensitive.
Created Date Time	string	O	Gift card creation date; can be left empty.
Value	decimal	M for Value type gift cards	Value of the created gift card. Can be left empty for Product type gift cards.
Open balance	decimal	M for Value type gift cards	Value left in the created gift card. Can be left empty for Product type gift cards.
Usages	string	M for Product type gift cards.	Number of usages for the gift card. Can be left empty for Value type gift cards.
Usages left	string	M for Product type gift cards.	Number of usages left for the gift card. Can be left empty for Value type gift cards.
Customer reference	string	O	A free text field which can be used for filtering out a batch of gift cards created, printed and shipped for a certain customer, for example.
Customer link	string	O	Customer link: Hard link to a customer under Customers. If this setting is used, the gift card can be used only when the linked customer has been added to the Basket. When the customer is added to Basket, all active linked gift cards for the customer are displayed.
Valid from	string	M	Start of the validity period of the gift card in format dd.mm.yyyy hh:mm:ss.
Valid To	string	M	End of the validity period of the gift card in format dd.mm.yyyy hh:mm:ss.
Pre-created	boolean	M	TRUE or FALSE If the value is TRUE, the gift card needs to be charged in POS and cannot be used immediately.
Status	enum	M	Active, Expired, Revoked or Used are possible values; use Active when creating new gift cards.
Revoke date time	string	O	Date and time when the gift card was revoked in format dd.mm.yyyy hh:mm:ss. Can be left empty.
Revoke reason	string	O	Revoke reason for the gift card. Can be left empty.
Workstation	string	O	Can be left empty.

Import Gift Cards In Excel Format

In the Gift Cards view of the Back Office, click +Add New.

+Add New button in the Gift Cards view
In the Create or import gift cards window, click Import.
Select the Excel file containing the gift card data you want to import and click Open.
A pop-up notification will be displayed in the Back Office to indicate whether the import has been successful or not. You will also receive a message in your e-mail when the processing is done. If importing the file was unsuccessful, the e-mail also contains the reason(s) for this.

Example of the import result e-mail message
If the import was successful, the newly created gift cards should now be listed in the Gift cards view of the Back Office when you refresh the view.