Budget/Gift cards

Budget/Gift cards

This batch upload is for setting up budgets/gift cards. Customers and Products must exist prior to creation.

Field option

Is required?

Description

Id

Optional

Leave blank unless updating.

Code

Required

This is the code for your budget/gift card. This value must be unique.

Description

Required

This is the name and/or description of that this budget/gift card is.

Email

Optional

If this budget/gift card is assigned to one user, enter their email address here. This email address must match the email address of a user already entered in the system.

Balance

Required

This is the balance available for the budget/gift card at the time of import.

StartDate

Optional

This is the date you would like to make this budget/gift card available to use. The value must be in the following format: mm/dd/yyyy

ExpiresDate

Optional

This is the date you would like to make this budget/gift card unavailable for use. The value must be in the following format: mm/dd/yyyy

ApplyAutomatically

Required

This determines whether this code is to be automatically applied at checkout. The value must be 1 for yes or 0 for no.

AllowClaiming

Required

This determines whether this code is only available to the first person that uses it or if it can be used by anyone with the code (that meets all other specified parameters). The value must be 1 for yes or 0 for no

IsActive

Required

This determines whether this code is active or inactive. The value must be 1 for yes or 0 for no.

Category

Optional

If this code is only applicable to a specific category, the value must be the category (or subcategory) exactly as it is in the system. This supports subcategories by separating with a > symbol. For example, Parent>Subcategory

ProductCode

Optional

If this code is only applicable to a specific product, the value must be the product code exactly as it is in the system.

CustomProductField

Optional

If this code is only applicable to a product with a certain custom product field, the value must be the custom field name preceded by "custom_" For example, custom_fieldname.

CustomProductFieldValue

Optional

Required if using CustomProductField. The value must exactly match the custom product field value related to the custom product field.

CustomUserField

Optional

If this code is only applicable to a user with a certain custom user field, the value must be the custom field name preceded by "custom_" For example, custom_userfield.

CustomUserFieldValue

Optional

Required if using CustomUserField. The value must exactly match the custom user field value related to the custom user field.