1. Booking Platform
  2. Usage guides
  3. Using products and related features
  4. Using gift card products
  5. Managing your gift card products

How to export your gift card lists

Updated

You can export the gift card list to manage the data outside the booking system. 

Read further to learn how to export gift cards or find answers to frequently asked questions.

Callout icon of an open book, indicating additional learning resources.

New to gift cards? Learn more about gift card products here:

 

Exporting gift card list data

Back to top

Follow these steps to export the gift card list data:

  1. Go to the Gift Cards area (Products > Gift Cards).
  2. Select the Issued tab or the Products tab on the Gift Cards page, depending on which list you want to export.

    Gift cards page with Issued and Products tabs highlighted.
     
  3. Click the Export icon to open the Export modal.

    Gift cards products page with export icon highlighted.
     
  4. Use the default name or enter a new name into the Save As field.

    Gift cards export modal with Save As field highlighted.
     

  5. Choose the export format: MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).

    Gift cards export modal with MS Excel format option highlighted.

     

  6. Save the list to your Computer, Email, or Google Drive.  

    Gift cards export modal with Save To My Computer option highlighted.

    Callout icon of an open book outline, indicating a note. The system emails the exports as links to the files securely hosted in Google Cloud Storage.

      

  7. Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).

    Gift cards export modal with visible columns option highlighted.
     
  8. Limit the maximum number of rows to export (Max Rows) or choose to export All Rows. 

    Gift cards export modal with Max Rows option highlighted.
     
  9. Choose to use ISO dates or not. 
    • When selected, the system uses the format YYYY-DD-MM—for example, 2024-06-09.
    • When not selected, the system uses the format configured with the Date Format setting (Account > Setup > Locale).

      Gift cards export modal with Use ISO Dates option highlighted.
       

  10. Click the Export button to generate the export.

    Gift cards product page with export button highlighted.

    Export examples

    The following is an example output of exporting the Issued tab as an MS Excel file format:

     

    Gift cards issued export spreadsheet showing gift card details.

     

    The following is an example output of exporting the Products tab as an MS Excel file format:

     

    Gift Card Products spreadsheet showing Bronze, Silver, and Gold gift cards with values, discounts, start dates, expiry dates, status, and issued counts.

     

Frequently asked questions

Back to top

Where can I quickly find this feature using the menu?

  • Products > Gift Cards
     

What permissions do I need to use this feature?

  • Admin permissions or restricted permissions are required to Manage gift cards, Manage gift card products, and Export data