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Import Gift Card Data into the Gift Card List

Complete the following procedure to export a gift card data template (formatted Excel file), populate it, and import the file's data into the Gift Card List.

1. Navigate to the Gift Card List screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Reports > Gift Card List from the main menu to display the Gift Card List screen.

   

2. Right-click on the list to display a menu of options.

   

3. Click the Export Template option to export the template format to an Excel file.

   

4. Populate the Excel file with gift card information.

   Note: The file must adhere to the validation requirements indicated in row 1 and below:

   • No entry may have the same value for Gift Card Number as any other entry in this file or already in the system.
   • Current Balance must be a positive integer.

5. Save the Excel file.

   

6. Click the Import button on the Gift Card List screen to display the Load Excel Import window.

   

7. Browse to the desired location.
8. Double-click the saved Excel file to select it and start the import process.

9. If the system detects any errors, it displays the Import Complete with Errors window.

   

   Complete any of the following as needed:

   • Click the Print/Save button to display the errors in a formatted template file that may be manually printed and/or saved. Click another button as appropriate to close this window.
   • Click the Continue button to continue with the import for the uploaded items.
   • Click the Cancel button to cancel the import.

10. When the import is complete, the system displays the Upload Complete window.

    

11. Click the tab's Close button to close the screen.