Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise V2.0. Please go to this article.
Please note: If you're using the bulk tool for a one-time migration of gift cards from another platform, we recommend reaching out to our support team in advance to coordinate the process, and with reference to the tool pricing.
Migrating Gift Cards to Rise.ai
With Rise, you can migrate existing gift cards you created on other e-commerce platforms or gift cards that were created for other purposes to Shopify.
Rise will create these gift cards in Shopify, and they can be redeemed in your online store and your Shopify POS. You will be able to manage them in your Rise dashboard and send reminders to your customers who haven't redeemed them yet.
Customers will not be notified once migrating into Rise.
To migrate your gift cards into Rise, please follow these steps:
Navigate to the Bulks tab in the Rise dashboard > Select Start from Scratch > Click Issue Bulk in the top-right corner.
2. Select Start from Scratch → Gift Cards, then click Next to proceed.
3. Click on Download the Rise CSV template file to download the template.
The file will be an empty template containing the required columns to input the necessary information:
The file contains a few columns to fill in. Some are mandatory, and some are optional.
Code: Insert your own existing or customized codes, or leave this column empty for Rise to generate the codes for you.
** Note: If you create your own codes, they must meet Shopify’s requirements of 8–20 characters.
Balance: This column is mandatory. Insert the gift card value without currency symbol - i.e only digits (no other characters).
** Note: $0.01 is the lowest amount you can set.
Expires on: Insert expiration date in the requested format, or leave blank if you do not want gift cards to expire.
** Ensure there is no confusion between the day and the month, based on the required template (DD/MM/YYYY)
Customer Email: If you do not need to assign the gift cards to specific customers, then you can leave this blank.
Please note:
You can upload up to 10,000 codes at once. If you are planning to create a large number of wallets (over 10K) it's best to reach out to us beforehand. Also, it's important to note that exceptionally large files may take more time to upload so we recommend uploading a few days prior to the target date.
Please make sure you do not move, reorder, or rename any columns, else the uploading of the file will not be accepted.
4. Upload your final file
* If the file does not match the exact criteria for the Bulk to work, an error will show:
If so, make sure to edit the file as requested and upload it again.
If the file is ready to load, you will see it approved:
Click Next to continue.
5. Fill in the finalized details of the current Bulk:
Bulk name: Name the Bulk.
Description: Describe the bulk for your internal notes.
Mark gift cards as a liability: Choose this option if you would like the generated gift cards to be counted as part of your liability within your Rise.ai reporting.
Click Next to continue.
6. In the Review & Issue step, check the bulk details to ensure everything is correct before proceeding. Once confirmed, click Issue Bulk to complete the process.
When uploading the bulk file, a notification will appear on the screen to confirm the upload.
While running, the status of the bulk will be In Progress, and when ready, it will be issued -
A confirmation email will be sent to the email address written in the notification above.
To review the files, click on the button at the end of the row and download the desired file:
Note that while the Bulk is in "In Progress" Status, clicking the button at the end of the bulk row will display a "Stop" option.
You can choose Stop to stop the bulk from running, but note that gift cards that were already created are active, and can be found in the Gift Cards tab.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box