ANS-0624 · CSV IMPORT & DATA MIGRATION
How to Import Gift Certificates with Existing Authorization Codes in NetSuite?
This guide details the NetSuite configuration and CSV import process for migrating gift cards with existing authorization codes.
Short answer
To import gift certificates with existing authorization codes in NetSuite, enable the Gift Certificates feature, set 'Gift Certificate Auth Code Generation' to 'Enter On Order', create a generic customer, and use a Cash Sale CSV import. Map essential fields like Amount, Code, Recipient Email, and the Gift Certificate Item.
Scenario
Organizations often need to migrate existing gift certificates or gift cards into NetSuite, particularly when these certificates already possess unique authorization codes from a previous system. This process requires specific NetSuite configurations and a structured CSV import to ensure all certificate details are accurately transferred and functional within the new system.
Solution
To import gift certificates or gift cards into NetSuite when they already have an authorization code, follow these steps:
The Gift Certificates feature must be enabled by navigating to Setup > Company > Enable Features > Items & Inventory > Items > Gift Certificates Setup.
Set the Gift Certificate Auth Code Generation preference by going to Setup > Accounting > Accounting Preferences > Items/Transactions > Other Item Preferences > Gift Certificate Auth Code Generation and setting it to "Enter On Order".
Create a generic customer in the NetSuite instance to import the gift certificates onto.
Note: An e-mail WILL be sent to the gift certificate recipient. The same e-mail can be entered for all certificates, as it does not impact who can use the certificate.
Create a CSV import mapping for Transactions > Cash Sale. (Using Invoice is an alternative, but it would require creating payments or journals to close the transactions).
In the mapping, under NetSuite Fields > Cash Sale Items, map the following fields:
Items : Amount (the amount remaining on each card)
Items : Gift Message
Items : Code (those need to be unique!)
Items : Recipient Email (informational only)
Items : Recipient Name (informational only)
Items : Item (the gift certificate item)
Undep. Funds No
Account (An account to post the transaction against.)
Expert NetSuite Support
Need help with this NetSuite issue?
CSV Import & Data Migration consulting and configuration support
