Import data to your account
When you are switching to Occasion, it is important to not lose data from your previous platform.
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 firstname.lastname@example.org.
Importing Gift Certificate Balances and Account Credits
You may have outstanding credits and gift certificate balances. Please send the excel spreadsheet to email@example.com with the following data:
- Recipient's First Name (required)
- Recipient's Last Name (required)
- Recipient's Email Address (required)
- Gift Card Value (Initial value) (required)
- Remaining Value on Gift Card (required)
- Redemption / Gift Card Code, if available.
- Send Email to Customers - Yes/ No
- Buyer's First Name (required)
- Buyer's Last Name (required)
- Buyer's Email Address