Import data to your account

When you are switching to Occasion, it is important to not loose your past data.

There are 3 types of data which you can import to Occasion.

Importing Customer List

We can import the list of your customers - first name, last name, address, email and phone. Please send the excel spreadsheet to help@getoccasion.com.

Importing Gift Certificate Balances and Account Credits

You may have outstanding credits and gift certificate balances. Please send the excel spreadsheet to help@getoccasion.com with the following data:

  1. Recipient's First Name (required)
  2. Recipient's Last Name (required)
  3. Recipient's Email Address (required)
  4. Gift Card Value (Initial value) (required)
  5. Remaining Value on Gift Card (required)
  6. Redemption / Gift Card Code, if available.
  7. Send Email to Customers - Yes/ No
  8. Buyer's First Name
  9. Buyer's Last Name
  10. Buyer's Email Address

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