Importing Spreadsheets
By the end of this guide, you'll have imported gift cards from a spreadsheet (CSV or XLSX) into BatchCard, with columns mapped, data validated, and cards created.
When to use a spreadsheet import
Spreadsheet imports work best when you:
- Need to create 50 or more gift cards at once
- Have gift card data in an existing spreadsheet
- Need different values, prefixes, recipients, or messages within the same batch
- Are migrating gift card data from another platform
- Have a shared online spreadsheet you want to import by URL (Business plan)
For smaller batches with a single value, creating gift cards directly is faster.
File import requires a Starter, Pro, or Business plan. Free plan merchants can create batches manually.
Prepare your spreadsheet
BatchCard accepts CSV (.csv) and XLSX (.xlsx) files. You can use Excel, Google Sheets, Numbers, or any app that exports to these formats.
Download a template to get started. Both CSV and XLSX formats include all 10 columns with example data. The XLSX version includes clickable column headers that link to the format reference.
Supported columns
Your spreadsheet can include any of the 10 columns listed below. Only Value is required. Columns can appear in any order, and extra columns are fine (you can skip them during the mapping step).
| Column | Required | Description |
|---|---|---|
| Value | Yes | Dollar amount of the gift card (0.01 to 2,000.00) |
| Code Prefix | No | Characters added before the random gift card code |
| Code Suffix | No | Characters added after the random gift card code |
| Recipient Email | No | Email address for delivering the gift card |
| First Name | No | Recipient's first name for email personalization |
| Last Name | No | Recipient's last name for email personalization |
| Message | No | Personal message included in the notification email (max 255 characters) |
| Expiration Date | No | Date the gift card expires (must be in the future) |
| Note | No | Internal note visible only to store staff |
| Tags | No | Comma-separated labels for organizing your batch |
The app auto-detects common column name variations. For example, a column labeled "Amount" maps to "Value," and "Email" maps to "Recipient Email." See the format reference for the full list of accepted column names.
Tips for clean data
- Remove blank rows at the bottom of your spreadsheet
- Save as CSV (UTF-8) if your spreadsheet app gives you encoding options
- Currency symbols like
$orEURare stripped automatically - If your XLSX workbook has multiple sheets, you can pick which sheet to import after uploading
Sharing your file
Direct upload (all import plans)
Drag and drop your file onto the upload area on the Create Batch page. You can also click the upload area to browse your computer and select the file.
This is the primary and most reliable way to import.
URL import (Business plan only)
URL import is available on the Business plan only. Direct file upload is available on all import plans (Starter, Pro, Business).
Paste a public URL to a CSV or XLSX file hosted online. Supported sources include:
- Google Sheets: Go to File, then Share, then Share with others. Change access to "Anyone with the link." Copy the link and paste it into the URL import field. The app auto-converts the share link to a CSV export.
- Dropbox: Use the shared link for your file.
- OneDrive: Use the share link for your file. The app converts it to a direct download.
- SharePoint: Use the share link for your file. The app converts it to a direct download.
- Direct file URLs: Any publicly accessible URL ending in .csv or .xlsx.
The file must be publicly accessible (no login required to download it).
The import flow
Step 1: Upload your file
Drop or select your file on the Create Batch page. The app reads and parses the file in your browser. You will see the filename, row count, and any immediate errors (wrong file type, missing headers, no data rows, or too many rows).
Step 2: Map your columns
The app auto-matches your column headers to BatchCard fields. Review the mapping and correct any mismatches using the dropdown menus. Set unneeded columns to "Skip."
The "Value" field must be mapped. A preview of the first 5 rows is shown so you can verify the mapping looks correct.
Step 3: Validate your data
The app checks every row against the format rules for each field (value range, email format, date format, code length, and more). Valid rows show a checkmark. Rows with errors show the specific issue next to the row.
You can download an error report as a CSV file listing only the rows with problems. Fix errors in your original file and re-upload, or proceed with only the valid rows.
See import errors for a list of every error message and how to fix it.
Step 4: Configure and create
Set your batch name, tags, notification preferences, scheduling, and expiration. Then click Create to submit the batch. The app uses Shopify's bulk operation API to create all gift cards.
Step 5: View your results
Once creation is complete, view the finished batch with all created gift cards. Click Export to download the results as a CSV file with the full gift card codes.
Tips for large imports
- For files over 1,000 rows, the creation process may take a few minutes. The progress bar shows real-time status.
- If you hit your plan's row limit, upgrade your plan or split the file into smaller batches.
- Use the downloadable template to avoid column mapping issues.
- Test with a small file (5 to 10 rows) first before doing a large import.
Related resources
- CSV and XLSX format reference: complete column specifications, accepted column names, and validation rules
- Import errors: every error message you might see during import, with causes and fixes
- CSV import and export features: full overview of import and export capabilities
- Exporting codes: export your batch data as a spreadsheet
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