Importing voucher data

Importing voucher data from your previous gift voucher platform into Obee makes it easy to manage all your active vouchers in one place. 

To get started please provide the data in a spreadsheet, either as an Excel file (.xls or .xlsx) or comma-separated values file (.csv). Please ensure the first row in the spreadsheet features headings for each column and you let our team know how each column in your spreadsheet corresponds to Obee's available data points outlined below.

Fees for import services apply. Please contact support@obeeapp.com for more information.

Required data

• This is the unique code that identifies each voucher (customers can quote this code so you can look up their voucher to mark it as redeemed)
• These codes should be random for security purposes, but they can be sequential if necessary.
• Codes can contain letters, numbers, hyphens (-) or underscores (_) and can be a maximum length of 100 characters. They cannot contain spaces.

• This is the value of the voucher at the time it was purchased (see the Redemption status section below for information on importing the remaining value)
• The value must be in a valid currency format. For example: 100 or $100 or $100.00
• The format of all values in the data you provide must be consistent

• If times are not provided, the time of purchase for each voucher will be set as 12:00 am
• The format of all dates and times in the data you provide must be consistent

• The format of all expiry dates in the data you provide must be consistent
• If you don't have this data, but the expiry date can be based on the purchase date, please let us know. For example: all your vouchers expire three years from the purchase date
• If your vouchers do not expire, they can be assigned an expiry date 100 years from the purchase date so they are effectively valid forever

Recommended data

You can manually add or edit most of the data below after the import has taken place.

Purchaser's name

• Ideally the purchaser's first name and last name are supplied in two separate columns
• If the purchaser's full name is supplied in one column, the data will be split on import. The first word will be imported as the purchaser's first name, and the remaining word(s) will be imported as the purchaser's last name

Purchaser's email address

• This can be used if you need to resend a digital voucher to the purchaser

Purchaser's mobile number

• This data must be in a valid Australian mobile number format

Recipient’s name

• Ideally the recipient's name is supplied in one column
• If the recipient's first name is supplied in one column, and their last name is supplied in a second column, the data will be merged on import

Recipient's email address

• This can be used if you need to resend a digital voucher directly to the recipient

• This is the message the purchaser has written to the recipient

Redemption status

• Has the voucher been redeemed or not?
• The data you provide must be binary. For example: redeemed/unredeemed or 0/1 or yes/no. Obee does not support partial redemption (when a voucher's value is less than its original value). If you have partially redeemed vouchers, it's recommended the remaining value is recorded in the voucher notes (see the Notes section below).
• The redemption status can also be based on the remaining value of the voucher. For example: a voucher with $0 remaining can be imported as redeemed.

Redemption date

• Obee will assume this is full redemption (not partial redemption)
• The format of all dates in the data you provide must be consistent

Redemption processed by

• The name (or initials) of the staff member that processed the redemption
• Names can be a maximum length of 20 characters (longer names will be automatically trimmed down)

Notes

• Any additional data you would like to import that doesn't correspond to Obee's available data points can be stored as a note 
• Data from multiple columns can be imported into a voucher's notes. The data from each column will be combined into one note, but separated with commas (,).

Additional data

Voucher number

• The voucher number is for internal use only (it’s different to the reference code that acts as the unique identifier for each voucher)
• If data is not provided, imported vouchers will be assigned sequential voucher numbers on import

Payment type

• This is used for reporting purposes and can help bookkeepers with reconciliation
• If data is not provided, the payment type of all imported vouchers will be set as "Re-issue"
• Data you provide can map to one of the following payment types in Obee: "Donation", "EFTPOS", 'POS", "EFT (Electronic Funds Transfer)", "Cash", "Cheque", "Promotion", "Loyalty", "Member", "Complaint", "Balance", "Re-issue". Please specify the payment types the values in your data should map to.

Delivery type

• There are three delivery types in Obee: digital (via email), collected in-store, or posted.
• If data is not provided, all imported vouchers will be assumed to be digital

Package name

• Package names exist alongside the original value. For example: a voucher for a "Five course dinner for two" that's value is $300
• Package names can be a maximum length of 255 characters (longer package names will be automatically trimmed down)