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Importing Spreadsheets

This takes about 5 minutes.

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.

Import template

Pre-formatted with all 10 columns and example data.

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).

ColumnRequiredDescription
ValueYesDollar amount of the gift card (0.01 to 2,000.00)
Code PrefixNoCharacters added before the random gift card code
Code SuffixNoCharacters added after the random gift card code
Recipient EmailNoEmail address for delivering the gift card
First NameNoRecipient's first name for email personalization
Last NameNoRecipient's last name for email personalization
MessageNoPersonal message included in the notification email (max 255 characters)
Expiration DateNoDate the gift card expires (must be in the future)
NoteNoInternal note visible only to store staff
TagsNoComma-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 $ or EUR are 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.

Ready to try this? Install BatchCard free.

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