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 | Max length of 32 characters |
status | No | string | 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. |
original_value | No | numeric max 2 decimals | Defaults to 0 if field is left blank. Value cannot be negative. |
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. |