Import gift vouchers and store credits

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 Omni.

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

The import template for standard Gift vouchers can be found here: Import Template.

Import the data

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

While logged in as an Administrator, select the Cog from the bottom left.

From the POS menu, select POS Gift Vouchers & Store Credit.
Select Import/Export
Choose between pasting or uploading the spreadsheet data as a .csv file and select Next Step.
Match the columns in your spreadsheet to the fields in the drop-down list. An explanation of each field is provided below.

An example from your spreadsheet is provided for your information.
If any contacts in your list do not match to entries in Cin7 Omni, then you will be given an opportunity to download the spreadsheet so that you can investigate, and if need be import new contacts.
Once confirmed, continue by selecting Next Step.
Select Test to see if importing will cause any errors. The results should show a successful import.
Select Import New Gift Vouchers to continue.

Your Gift Cards/Vouchers or Store Credits have now been imported!
Select Finish, Back to Gift Vouchers to go back to the Gift Voucher List page.

Manually add gift vouchers

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

While logged in as an Administrator, select the Cog from the bottom left.

From the POS menu, select POS Gift Vouchers & Store Credit.
All gift vouchers and store credits are stored here and can be useful for searching for existing vouchers.
Select Create New Voucher.
Enter as a minimum Code, Type, Expiry Date, and Amount.

Export gift vouchers

Gift Vouchers can be exported into a spreadsheet too. To do this:

While logged in as an Administrator, select the Cog from the bottom left.

From the POS menu, select POS Gift Vouchers & Store Credit.
Select Import/Export
Click Export Gift Vouchers and the CSV file will get downloaded automatically.

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 is "English (United States)", your date should be in mm/dd/yyyy format. Otherwise, use the dd/mm/yyyy format.
Amount	Required. Values should be numeric.
Type	Required. Possible values:
	Gift Voucher
	Store Credit
First Name	Optional. See note below.
Last Name	Optional.
	If both First Name and Last Name are specified, and First Name has a value, Cin7 Omni will 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.