How to export gift card data

You can export a gift card programme's cards, or its transactions, to a file. You start the export on the table itself, under Store → Giftcards, not under Data → Exports. The export takes whatever that table is showing: the selected programme, your search and your filters.

Export your cards

1. Go to Store → Giftcards and check that the right programme is selected at the top of the sidebar.
2. Open Cards. If you only want some of the cards, search or add filters first.
3. Click Export in the table toolbar, next to the search field.
4. Under Columns, choose the columns you want and click Next.
5. On the Summary step, check the Name, Decimal separator and Date notation. Turn on Email the export results to also get an email with a link to the export once it's ready. Your own address is filled in, and you can add more, separated by commas. Click Start export.
6. You land on the export's page. When it's finished, click Download.

You can find the export later under Data → Exports: open it and click Download.

A list of what's left on each card

Your accountant may ask for the balance still outstanding on your gift cards. Amount is what's left on a card right now, in your currency, so the cards export is that list.

1. Export your cards as above, and under Columns include Card number (hash) and Amount. Add Expiration date and Active if you need them.
2. In your spreadsheet, filter out the rows where Amount is 0. Those cards have been spent in full or have expired.

Only need the total? You don't need an export for that. Outstanding liability under Store → Giftcards → Analytics shows the total balance on the programme's cards and how many cards still have a balance, as they stood at the end of the last day in the date range you pick. A range ending on 30 September gives you the balance at the close of 30 September, and a range ending today gives you today's balance. That makes it the place to look for a month-end figure: the cards export only ever shows today's balances.

Both are per programme. If you run more than one, switch programme at the top of the sidebar and repeat.

Export transactions

Transactions have their own export. Go to Store → Giftcards → Transactions and click Export in the table toolbar, next to the filters. The steps are the same, and the export carries the filters you've set on that table.

Gift cards sold online

Gift cards bought online show up as orders. Go to Store → Giftcards → Orders, under Online sales, and click Export at the top of the page. The export takes the selected programme and the date range you've filtered on. It has one row per order, with columns such as Amount, Contact, Business profile, Payment status and Created at. It doesn't include card numbers.

Good to know

• The export uses the filters as they were when you clicked Export. Clear them first if you want everything.
• A big export can take a while. You can leave the page: the export keeps running and waits for you under Data → Exports.
• Download opens the file in a new tab. If nothing happens, your browser may have blocked it: use Open file or Copy link in the box that appears.
• Data → Exports lists every export in your account, but there's no button there to start a new one. See Where to start an export and where to find the file.
• Exporting card numbers you've just generated for a printer? Do that from the batch itself. See Physical gift cards.