Importing an Existing Gift Certificate List

For club's that have outstanding gift certificates when they make the switch to using Tee On's Point of Sale there is a functionality that allows you to import your list of existing gift certificates. Tee-On gives full reporting on gift certificate balances and purchases. The list needs to be in CSV format and must have an ID, Original Amount and Current Balance for each gift certificate. 

All titles and any extra columns should be removed from the document before importing. 

Creating the Existing List in Excel (.CSV Format)

1. Open up a blank excel spreadsheet.
2. Enter in all of your gift certificate information. This information should be:
   • ID (1st Column) 
   • Original Amount (2nd Column) 
   • Current Balance (3rd Column) 
3. When you have finished adding all of your existing gift certificates, make sure you save the file as a CSV file. 

Importing the Existing Gift Certificate List into Tee On

1. Click Admin
2. Click Gift Certificates
3. Click Input Existing Gift Certificates
4. Click Browse
5. Select the list from your computer files. 
6. Leave the start and end fields blank. 
7. Type in a ',' (comma) for the separating character field. 
8. Click Ok

Depending on the size of your list it may take several minutes to complete the import of the existing gift certificates.