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
• Importing Gift Certificate Balances
• Importing Credits

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 (required)
9. Buyer's Last Name (required)
10. Buyer's Email Address