Importing Gift Cards

Modified on Thu, 26 Jun at 9:42 AM

This article provides step-by-step instructions for importing gift cards in bulk through the Clients tab in MyTime.


Things to know:


  • The ability to import gift cards is governed by the "Manage Client Setup" access control setting.
  • Importing client gift cards allows you to add multiple cards at once.
  • Each row in the import file must contain one of the following combinations to be processed successfully:
  • Gift card code, amount, MyTime client ID (or client ID), MyTime location ID (or location ID)
  • Gift card code, amount, MyTime location ID (or location ID), recipient email, recipient first name, recipient last name
  • MyTime can import up to 1,000 gift cards at once.



Contents


Importing Gift Cards


To import gift cards:


  1. Navigate to the Clients tab and select Manage Clients
  2. From the drop-down menu, choose Import Client Gift Cards
  3. You will be redirected to the Import Gift Cards page
  4. Download the spreadsheet template
  5. Enter your gift card information into the spreadsheet
  6. Upload the completed spreadsheet
  7. Click the Upload button
  8. Once uploaded, your gift cards will be added to the corresponding client profiles.


Column Descriptions


ColumnDescription
code

Required. The unique code identifying the gift card.

amount

This field is required. This is the current value of the gift card, not the initial amount.

mytime_client_id

The internal MyTime ID for an existing client (provided by MyTime).

mytime_location_id

The internal MyTime ID for the location (provided by MyTime).

client_id
The external unique ID for the client. If you don't have a client_id, you need to generate one. You can use a number sequence that is easy to remember.
locations_id

The external location ID (from your locations.csv file) where the gift card was purchased.

recipient_email
The email address of the gift card recipient.
recipient_first_name

The first name or initial of the gift card recipient.

recipient_last_name

The last name or initial of the gift card recipient.

sender_name
The full name of the person who sent the gift card.



If you have any questions, please contact our Support Team at support@mytime.com.


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