Updated 10/17/2017 10:56:04 PM
Gift Cards/Vouchers and Store Credits can be imported into the system in bulk, using our easy to use import wizard. This is useful when you have a number of pre-existing vouchers when you first start using Cin7.
Gift Card/Vouchers and Store Credits have distinct functions:
Gift Cards/Gift Vouchers or Store Credits to be imported should be prepared in a spreadsheet, with one row per Voucher/Credit. An example of what the spreadsheet should look like can be found below.
Here is the template for a standard Gift Voucher import, fields are explained below.
Once you have prepared your spreadsheet, you are ready to import into the system.
You can also manually create store credits using Cin7's backend:
Gift Vouchers can be imported in a spreadsheet too. To do this:
The following are fields that can be imported through the order import:
|Code||Required. A unique code that specifies the Gift Card/Voucher, Store Credit or Promotion. Codes should be longer than 4 digits, and should not contain any spaces.|
|Expiry Date||Required The format of the date should match the Culture settings found in the Company Profile. If the culture found is 'English (United States)' your date should be in mm/dd/yyyy format. Otherwise use the standard dd/mm/yyyy format.|
|Amount||Required. Values should be numeric.|
|Type||Required. Possible values:
|First Name||Optional. See note below.|
If both First Name and Last Name are specified, and First Name has a value we'll attempt to link this gift voucher to a contact.
If a contact couldn't be matched you will get an error message specifying the vouchers/store credits that have the issue. If multiple contacts were matched you'll get an error message showing the duplicate contacts.
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