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ID: 7012
Updated 10/17/2017 10:56:04 PM

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Importing Gift Vouchers and Store Credits

Learn how to import your pre-existing Gift Cards/Vouchers and Store Credits in Bulk.

Overview


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 Card/Voucher - an amount bought by a customer that can be redeemed at a certain point in time.
  • Credit Note - an amount given to the customer in lieu of a refund, that can be redeemed at a certain point in time.

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.

Template


Here is the template for a standard Gift Voucher import, fields are explained below.

Importing the Data


Once you have prepared your spreadsheet, you are ready to import into the system.

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Click on POS Gift Vouchers & Store Credit.
  3. Click on Import/Export
  4. Choose between pasting or uploading the spreadsheet data as a .CSV file.
  5. Click Next Step.
  6. Match the columns in your spreadsheet to the fields in the dropdown list. An explanation of each field is given below.
    An example from your spreadsheet is provided for your information.
  7. If any contacts in your list do not match to entries in Cin7, then you will be given an opportunity to download the spreadsheet so that you can investigate, and if need be import new contacts.
  8. All being good, you can continue, by clicking Next Step.
  9. Click Test to see if importing will cause any errors. The results should show a successful import.
  10. Click Import New Gift Vouchers to continue.
  11. Your Gift Cards/Vouchers or Store Credits have now been imported! Click Finish, Back to Gift Vouchers to go back to the Gift Voucher List page.

Manually Entering Gift Vouchers


You can also manually create store credits using Cin7's backend:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the POS menu, click POS Gift Vouchers & Store Credit.
    All gift vouchers and store credits are stored here, and can be useful for searching for existing vouchers.
  3. Click Add New.
  4. Enter as a minimum Code, Type, Expiry Date and Amount.

Exporting Gift Vouchers


Gift Vouchers can be imported in a spreadsheet too. To do this:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Click on POS Gift Vouchers & Store Credit.
  3. Click on Import/Export
  4. Click Export.

Fields


The following are fields that can be imported through the order import:

Field Notes
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:
  • Gift Voucher
  • Store Credit
  • Promotion
First Name Optional. See note below.
Last Name

Optional.

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.