Placing an Order with Spreadsheet Upload

 

 

Spreadsheet upload is the fastest way to send gifts to a large group of recipients, especially when each gift has a different amount, message, or send time. You fill out a template with your recipient details, upload it, and the portal builds the order for you.

Start a new order

1. From the portal dashboard, go to the Orders tab in the middle.
2. Click the New button in the top-right corner.
3. Choose whether you want a GiftCard+ or GiftYouPick order.

Section 1: Basic information

Fill in your company, your preferred payment method, and the email template you want to use. You can keep the default template or select a custom template you've created.

Section 2: Recipients

1. Click Add recipient, then choose Upload spreadsheet.
2. Download the spreadsheet template — it's linked right on this screen.
3. Fill in the template (see the column reference below).
4. Upload your completed spreadsheet. The portal pulls all of the data into Section 2, and each gift appears in a list below.
5. Review the list. You can edit any gift individually before submitting.
6. Click Submit.

Spreadsheet column reference

• Recipient name and recipient email — who receives the gift.
• CC / BCC — anyone you want copied on the gift email.
• Language — the language for the gift email and catalog.
• Country — determines the currency.
• Amount — the dollar value of the gift.
• Custom message — text displayed in the middle of the gift email.
• Send date, send time, and time zone — use these to schedule gift emails for a future date. Leave them blank and the emails go out immediately.
• Categories — optional. Use this to limit which gift card or gift options the recipient can choose from.
• PO number — a purchase order number that appears on the invoice.
• Notes — a line item note that appears on the invoice next to that gift. Useful for employee IDs, locations, cost centers, or anything else your finance team needs to see on the invoice.

After you submit

The gifts appear below and begin sending. Each gift shows an email status:

• Scheduled — the gift is set to go out on a future date and time.
• Sent — the email is currently sending.
• Delivered — the email has arrived in the recipient's inbox.

Gifts with no send date send immediately and move from Sent to Delivered on their own.

Tips

• If you enter multiple different PO numbers on one spreadsheet, the portal generates a separate invoice for each PO number. Line item notes have no such limit — you can use a different note for every gift on a single invoice.
• Always review the gift list in Section 2 before submitting. It's much easier to correct an amount or email address there than to edit and resend afterward.

Need help?

If you have questions about the spreadsheet upload, reach out to our team.