Importing from CSV or XLSX
By the end of this guide, you'll have imported gift cards from a spreadsheet (CSV or XLSX file) into BatchCard.
When to use a spreadsheet import
Use a spreadsheet import when you:
- Have a large number of gift cards to create (50 or more)
- Already have gift card data in a spreadsheet (values, recipient emails, code prefixes)
- Need different values, prefixes, or recipients for cards in the same batch
For smaller batches, creating gift cards directly is faster.
Download the import template
Start with a template to see the correct format:
Prepare your spreadsheet
Open the template in Excel, Google Sheets, or any spreadsheet app. Each row represents one gift card.
Required column
| Column | Description |
|---|---|
| Value | The gift card value in your store's currency (for example, 25.00) |
Optional columns
| Column | Description |
|---|---|
| Code Prefix | Characters added before the random gift card code (for example, HOLIDAY) |
| Code Suffix | Characters added after the random gift card code (for example, 2026) |
| Recipient Email | Email address for delivering the gift card |
| First Name | Recipient's first name for email personalization |
| Last Name | Recipient's last name for email personalization |
| Message | Personal message included in the notification email (max 255 characters) |
| Expiration Date | Date the gift card expires, in YYYY-MM-DD format |
| Note | Internal note visible only to store staff |
| Tags | Comma-separated labels for organizing your batch |
For the complete column specification, including formatting rules and accepted column name variations, see the format reference.
Upload your file
- Open BatchCard in your Shopify admin.
- Go to Create Batch.
- Drop your file onto the upload area, or click it to browse.
Business plan merchants can also paste a public URL to a CSV or XLSX file (Google Sheets, Dropbox, OneDrive, SharePoint, or direct link). See the full import guide for setup steps.
Review and create
- Map your columns. The app auto-matches your column headers. Review the mapping and fix any mismatches.
- Validate your data. The app checks every row and flags errors. Fix errors in your file and re-upload, or proceed with valid rows only.
- Configure and create. Set your batch name, tags, and notification preferences. Click Create.
- View your results. Once creation is complete, view and export your gift card codes.
For a detailed walkthrough of each step (Upload, Map, Validate, Configure, Results), see the full import guide.
If you see errors during upload or validation, check import errors for causes and fixes.
What's next
- Full import guide for detailed file preparation and the 5-step flow
- CSV import and export features including advanced options
- Deliver gift cards by email to recipients
- Export your codes for accounting or distribution
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