Bulk add gift cards balance on store account

This is a step by step guide for bulk adding/removing gift voucher balance to a customers store account.

  1. First of all create a csv and save it using this template Bulkgiftbalance.csv
    a. This must contain text values
    b. You must enter a customer number
    c. You must enter the amount of gift card balance you want to award or take away in the amounts column. If you wish to take gift card balance away this can be done by using the minus symbol e.g -20
    d. You must enter a valid store e.g vwshop or dmshop
  2. Go to Telesales > Tasks > Bulk uploader > Store account > Gift Cards
  3. Click 'Choose file' on the details screen 
  4. Select the correct file and then click 'open'. 
  5. You must then select a relevant reason code. Reference and description are optional the bulk tool will still work if they are not filled in.
  6. Click 'execute task' in the right hand corner.

    7. To check the status click 'Jobs' if the option to click it isn't there then refresh the page

    8. You then click 'Details' and then 'Get report' on the job. If the job is showing as 'unknown' then keep refreshing the page because this means the job is still running

    9. This will then load the job report which will tell you weather or not you were successful in adding/removing gift voucher balance. Alternatively if it has failed to add/remove balance then it will also show you this and give you a reason why.

    10..Some common failures you will see are "Customer not found" this will appear when either the customer account doesn't exist. You will also get a failure if you try to minus from an account that has no gift balance because it can't go lower than zero.