Voucher Importer - CSV File Guide

Our system allows you to import vouchers from third-party providers or offline voucher systems so you can keep all voucher redemptions in one place.

For our full guide on how to use the importer please click here.

⚠️ IMPORTANT Note: Imported vouchers are not included in sales analytics or reports. However, they will affect:

Outstanding balance
Redemption activity
Expiry tracking

This ensures your system stays up to date, even if the original sale was made elsewhere.

An import can take the following fields:

* marked fields are mandatory.

Field	Description	Format	Example
Product name (name)*	The voucher title shown to customers.	Text, up to 255 characters	`Spa Day for Two`
Voucher code (reference)*	Your own unique voucher/order code. Must be unique.	Text, up to 255 characters	`REF-2025-000123`
Price (price)*	What the customer paid.	Number (with or without currency symbol/code)	`99.99`, `£199.99`, `USD 99.99`
Expiry date (valid_to)*	Expiry date of the voucher.	Date (your account format)	`31/12/2025`

Value remaining (monetary_value)	The redeemable value of the voucher (can differ from price).	Number (same style as price)	`150.00 USD`
Tax amount (tax_value)	The tax portion of the total price.	Number (same style as price)	`20.00 GBP`
Available from (valid_from)	First date the voucher can be redeemed.	Date (your account format)	`15/01/2025`
Order date (order_date)	Date and time the order was made (overrides system date).	Date + time with seconds	`10/01/2025 14:30:00`
Recipient email (recipient_email)	Email address of the voucher recipient.	Valid email	`recipient@example.com`
Buyer email (buyer_email)	Buyer’s email address.	Valid email	`buyer@example.com`
Buyer name (buyer_name)	Buyer’s full name.	Text, up to 255 characters	`John Doe`
Buyer address (buyer_address)	Buyer’s postal address.	JSON array of address lines	`["123 Main St", "Apt 4B", "New York, NY 10001"]`
Promotion code (promotion_code)	Discount/promo code used.	Text/numbers, up to 255 characters	`PROMO123`
Promotion name (promotion_name)	Name/label of the promotion.	Text/numbers, up to 255 characters	`Summer Sale`
Staff discount (staff_discount)	Discount applied for staff.	Number (same style as price)	`£10 GBP`
Promotion discount (promotion_discount)	Discount amount from a promotion.	Number (same style as price)	`£15 GBP`
Categories (categories)	Multiple categories the voucher belongs to.	JSON array	`["Premium","Dining Experiences"]`
Category (category)	A single category.	Text, up to 255 characters	`Overnight Stays`
Enhancement info (addons)	Additional items included in the order.	JSON array	`["Added 30 minutes","Add additional person"]`
Order Notes (notes)	these are notes that were attached to an order	text/ numbers up to 255 characters	`This voucher is a charity voucher for the local hospital`

We have 4 Mandatory fields :

1. Unique Voucher Code

2. Product Name

3. Price

4. Expiry Date.

Important : When importing monetary vouchers, PRICE and VALUE must be imported, if value is not imported then the system will treat a voucher as a single use voucher and part redemption will not be available.

But we would highly recommend importing as many matched fields as you have available.

Our Tips for a Successful Import

Always check your CSV file encoding is set to UTF-8.
Each voucher must have a unique reference code.
Use the same date format that your account is set to.
Check your file for duplicates and bad formatting. i.e. 18.05/2025 as a date.
If the importer is picking up empty rows , please delete those rows and reupload.