Import data to your account
Getting your data into Occasion from a service like Rezclick is an easy process.
There are 3 types of data which you can import to Occasion.
Importing Customer List
- Login to Rezclick account
- On the left side, click on "Reports"
- Under "Reports", select maximum range for "Start Date and End Date", example: Jan 1, 1900 to Dec 31, 2100.
- Select "Customer Signups"
- Click "Run" button
- After the excel is downloaded, please send the excel spreadsheet to help@getoccasion.com.
Importing Gift Certificate Balances
- Login to Rezclick Account
- On the Left side, click on Reports
- Under "Reports", select maximum range for "Start Date and End Date", example: Jan 1, 1900 to Dec 31, 2100.
- Click "Gift Certificate Purchased"
- Click "Run" button
- Click "Export" button
- After the excel is downloaded, please send the excel spreadsheet to help@getoccasion.com.
Importing Account Credits
- Login to Rezclick Account
- On the Left side, click on Reports
- Under "Reports", select maximum range for "Start Date and End Date", example: Jan 1, 1900 to Dec 31, 2100.
- Click "Credit Remaining/Unused Credits"
- Click "Run" button
- Click "Export" button
- After the excel is downloaded, please send the excel spreadsheet to help@getoccasion.com.