The attached template can be used to import gift cards for the first time into MicroBiz Cloud v2.0.
To import data into MicroBiz Cloud, download the attached CSV file, enter or cut/paste information from your current system into the spreadsheet and then import as a CSV into MicroBiz Cloud using the file import wizard (see Settings>Imports). If you need additional help, review the article titles Importing Simple Products via CSV File.
Important: Do not modify the template in any way, such as adding/deleting columns, changing the column headings or changing the format from CSV.
The following chart provides more information on the import fields:
Import Field | Required? | Data Type | Notes |
giftcard_number | Yes | String | Enter the card number of the existing cards. This number will be saved as the 'Old ID Number, in the gift card record and will will be scannable from the register. Max length of 32 characters, field can contain a string with numbers (e.g."1234") or a string with different characters(e.g."XX00-000-00") |
status | No | String | Enter 'New' for unused card numbers with no balance, and 'Active' for cards with a positive balance. If left blank, defaults to 'Active' |
customer | No | MicroBiz Customer ID or Alternate ID | To link a gift card to an existing customer record in MicroBiz, the field value imported must match with an existing Customer or Alt ID in MicroBiz. |
current_value | Yes | numeric max 2 decimals | Defaults to 0 if field is left blank. Value cannot be negative. Current and original value must be formatted as XXXX.XX with no text formatting (such as '$"). |
original_value | No | numeric max 2 decimals | Defaults to 0 if field is left blank. Value cannot be negative. Note that if you are importing existing cards with balances from your prior system, you must include the original valiue along with the current value and also enter 'fixed_value' in the Card Type field (see below). |
issue_date | No | format yyyy-mm-dd |
|
expiration_date | No | format yyyy-mm-dd |
|
pin | No | string 4-8 chars | Optional field to enter pin number. Must be unencrypted. |
| Card type | No | fixed_value / any_amount | If left blank, will be automatically set to any amount. Note that if you are importing cards with current balances, you must enter 'fixed_value' in the Card Type field. |
As soon as you import the gift cards, you will see them in the Transactions-> Gift Cards tab. If you didn't enter the status of the gift card, system will set default status of "Active" meaning that those gift cards will be available to make payments by.
If the Gift card has a fixed amount, you will see the amount under the Original Value column. If Gift card is set for any amount, the Original Value will show 0 and you can add the value during the sell of Gift card.
If the status of the gift card is set to "New", this gift card needs to be sold in the Front Register.