Skip to main content

Importing Vouchers Growth+This feature requires the Growth+ plan or higher

Moving from another booking system? Your customers still hold the gift cards you sold there. Upload them as a CSV and each card keeps its code, what is left on it, and when it runs out, ready to spend at checkout and in POS.

Nobody is emailed when you import.

Step-by-Step​

  1. In the left sidebar, click Promotions then Vouchers.
  2. Click Action at the top, then Import vouchers. On a phone, tap the ⋯ button next to New voucher.

The Action menu on the Vouchers page with Import vouchers highlighted

Step 1: Upload your file​

Choose your CSV. Any column layout works, because you match the columns in the next step. To start from scratch, click download a template.

You can import up to 1,000 vouchers per file. Split a bigger list into files of 1,000 or fewer and upload them one after another.

Step 1 of the import panel with the Upload CSV field highlighted

Step 2: Match your columns​

EquipDash matches what it can for you - "Gift Card Code" goes to Code, "Balance" to Balance left, "Expiry Date" to Expires, and so on. The Example column shows a real value from your file so you can check each match. Change any that are wrong, or pick Don't import to leave a field out.

Step 2 of the import panel showing each field matched to a column from the file

FieldRequiredWhat it accepts
CodeYesThe code on the card. Saved in uppercase.
Balance leftYesWhat is left to spend. Use 0 for a card that has been used up.
Original valueNoWhat the card was first worth. If you leave it out, the balance is used.
ExpiresNoThe last day it can be used. Past dates are fine: the card comes in as Expired and you can extend it later.
Purchaser name and Purchaser emailNoWho bought it. A card with no buyer on record comes in with "-" instead.
Recipient name and Recipient emailNoWho it was given to.
CurrencyNoLeave it out, or use your shop's own currency. A card in any other currency is skipped.
Amounts and dates

Currency symbols and commas are fine ($65.50, 1,250 or 40,50). Write dates the way you write them everywhere else in EquipDash, with dashes, slashes or dots, or as year-month-day (2026-12-31).

  1. Click Import [number] vouchers.

Step 3: Import​

A progress bar shows how far through it is. Keep the panel open until it finishes. You then see how many vouchers came in and how many were skipped, with the reason for each skipped row.

The import results showing the imported and skipped counts with a reason for each skipped row

ReasonWhat to do
Already in your vouchersYou already have a voucher with that code. It is left as it is.
Balance "..." is not a numberFix the amount in your file.
The balance is more than the original valueCheck the two amounts are the right way round.
Expiry date "..." not recognizedWrite the date like the example in the message.
Currency ... is not your shop's currencyThat card was sold in another currency. Add it by hand at its value in your currency, if you want to honor it.

Click Download skipped rows for just those rows with the reason added. Fix them and import that file. The vouchers that already came in are left alone.

After the Import​

Imported vouchers show Imported in the Payment column. They were paid for in your old system, so they can be spent straight away at checkout and in POS.

The Vouchers list with an Imported voucher highlighted in the Payment column

  • A card with nothing left on it shows Fully Redeemed.
  • A card past its expiry shows Expired. To honor it, open it, click Edit Voucher, and set a new expiry date.
  • Imported vouchers are not sent to QuickBooks or Xero as sales. You already recorded that money in your old system.

Good to Know​

  • Nothing is overwritten. A code that already exists is skipped, never changed.
  • You can import as many times as you like. A second import only adds the codes that are not already there.