How to import gift cards with balances

Already have gift cards from another system? You can bring them into Leat with their existing numbers and balances. It takes 2 imports: the first creates the cards, the second puts the balances on them.

Both imports need a CSV file with a header row and at most 100,000 rows. Split bigger files.

Step 1: create the cards

1. Go to Data → Imports and click New import.
2. Choose the type Giftcards, then the option Create new giftcards. Click Continue.
3. Upload your CSV file and click Next step.
4. Map your columns: click Assign on a column and choose the attribute. The code of the giftcard is required: that's the card number. Expiration date is optional. Click Next step.
5. Under Options, choose the program under Select giftcard program and decide whether the cards are Upgradable (see below). Click Next step.
6. Check your data. If you mapped expiry dates, choose the Date notation your file uses. Click Import.

Imported cards are physical cards and keep the number from your file, so the QR codes already printed on them keep working. A row fails if a card with that number already exists.

Step 2: import the balances

Balances are imported in cents: 25.00 goes in the file as 2500.

1. Go to Data → Imports and click New import.
2. Choose the type Giftcard transactions and click Continue.
3. Upload your CSV file and click Next step.
4. Map The code of the giftcard and Amount in cents. Both are required. Click Next step.
5. Under Options, choose the business profile the balances are booked at under Select business profile.
6. Update expiration date is on by default. Turn it off if you imported expiry dates in step 1. Left on, each card gets a new expiry date from the program's expiration settings, or none at all if the program never expires, and the dates you imported are lost. Click Next step.
7. Check your data and click Import.

Each row adds its amount to the card as a transaction at the business profile you chose. When both imports are done, check the result under Store → Giftcards → Cards.

Upgradable

Upgradable decides whether a card can be topped up again after its first load. It's the same setting that a card's own page and the New giftcard dialog call Reusable. With it off, the balance import is that card's only load: the balance can be spent, but the card can never be topped up again, not at the till and not with a second import.

Why rows fail

• The card doesn't exist: run step 1 first, and make sure the card numbers in both files match exactly.
• The balance is higher than the program's Maximum amount: raise it first under Store → Giftcards → Settings.
• The card isn't upgradable and already has a transaction, for example because the balance file had 2 rows for the same card, or it was imported twice.
• In step 1, a card with that number already exists.