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Preparing Your Gift Card Import File

To successfully import gift cards, please ensure your CSV file follows the formatting and validation guidelines below. This will help avoid any issues during processing.

Written by Tigran Babaev
Updated yesterday

Yocale Import Sample

Before importing, review your file and compare it with Yocale’s sample import file.

Yocale requires your CSV file to follow a specific format to ensure the data is recognized correctly.

Header Row Requirements

  • The first row of your file must contain column headers

  • Headers must be:

    • Spelled exactly the same as in the sample file

    • In the same order as the sample file

This is important because Yocale uses these headers to identify the type of data in each column.

If the headers are missing, renamed, or rearranged, the system may not process your file correctly.


File Format

  • File type must be CSV (.csv)

  • Each row represents one gift card

  • Use the sample CSV file as your template


Field Guidelines

Number (Required)

A unique identifier for each gift card.

  • Must be unique within your business

  • Maximum 50 characters

  • Use letters and numbers only

  • Avoid special characters


Value (Required)

The total value of the gift card.

  • Must be greater than 0.00

  • Must not exceed 1,000,000,000.00

  • Enter numbers only (no currency symbols)


Available Balance (Required)

The current balance available on the gift card.

  • Must be equal to or less than the Value

  • Enter numbers only


User Email (Optional)

Assign the gift card to an existing client.

  • Must be a valid email format

  • Must match an existing client in your business

  • Leave blank if not assigning to a client


Expiry Date and Time (Optional)

When the gift card expires.

  • Format: YYYY-MM-DD HH:MM:SS (UTC)

  • Must be a future date

  • Example: 2026-12-31 23:59:59


Issue Date and Time (Optional)

The date the gift card was issued.

  • Format: YYYY-MM-DD HH:MM:SS (UTC)

  • Can be a past date

  • Must be earlier than the expiry date


PIN (Optional)

Security code for the gift card.

  • Maximum 12 characters


Message (Optional)

A note associated with the gift card.

  • Maximum 250 characters


After Uploading Your File

  • The system will process your file

  • A summary will show:

    • Total records processed

    • Successfully imported gift cards

    • Any records that could not be imported

  • A result file will be downloaded for your reference

Reach our support team or more assistance!
Email: support@yocale.com
Phone: 1 -855 - 996 - 2253 ext 1

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