Before You Begin
Before uploading, make sure your file meets these standards. This keeps your import smooth and error-free.- File Format: Must be saved as a .CSV.
Prepare Your Import File
To ensure a successful upload, your spreadsheet should be saved as a CSV and include the following columns:| Column Name | Requirement | Description |
|---|---|---|
| Balance | Required | The current monetary value remaining on the card. |
| Barcode | Optional | The printed barcode string used for physical scanning. |
| Magstripe Account Number | Optional | The account number associated with the card’s magnetic stripe. |
Upload and Map Your Data
Once your file is ready, you can upload it directly into the Gift Cards section.- Navigate to the Gift Cards section under Point of Sale in New Back Office.
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Click Import in the top right corner.
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Drag and drop your CSV file into the upload area, or click Select File to browse your computer, then click Upload.
- Vori will perform auto-matching to link your file headers to the system’s fields.
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Review the Column Mapping to ensure the balance, barcode, and magnetic stripe account number are correctly identified.
- Click Next to proceed to the review screen.
Review and Commit Changes
Before finalizing, Vori validates your data in a single frame to prevent duplicates and mistakes.-
Review the Review Linked Data screen.
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Check the In Import tab to see valid new cards ready for the system.
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Check the Invalid tab for cards that already exist in your system or have errors.
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Check the In Import tab to see valid new cards ready for the system.
- Once satisfied, click Commit to finish the process.
Troubleshooting
- Duplicate Barcodes: If a row is marked Invalid, it is often because that specific barcode or account number already exists in your store’s database.
- Missing Balances: The balance field is required for every row. Ensure no cells in this column are blank before uploading.