Voucher import

Legacy vouchers (from systems used before incert) can be imported into incert. This allows all vouchers to be redeemed through the same process.

The import is performed by incert and billed based on effort. The effort mainly depends on the data quality and complexity. Therefore, good preparation and review of the data are essential. If interested, please contact us at sales@incert.at.

Preliminary information & effort

To estimate the effort required for the import, please provide us with the following information in advance:

Partial redemptions	Were legacy vouchers only redeemed in full, or were partial redemptions possible?
Import source	Where were the legacy vouchers managed previously (in a voucher system, voucher module of a POS or PMS system, or in a manually maintained Excel list)?
Data to be imported	Should only open balances be imported, or should additional effort be made to check if canceled vouchers and redemptions/partial redemptions can also be imported and recorded in the statistics afterwards? This usually means significantly more effort.
Tax rates	Were the legacy vouchers managed with tax rates? These can also be imported into incert. Please note that values passed via any redemption interfaces (e.g., to POS systems) are generally gross amounts only, and only one tax rate can be assigned per legacy voucher.

Data preparation

After commissioning, you must convert the data into the import format. We recommend a preliminary discussion with your project manager. The following table provides an overview of possible import data:

Always required

Required

when only open balances are imported

Required

when redemptions / partial redemptions are also imported

Optional

available as additional information

Unique alphanumeric voucher code
Status

Open amount (imported as sales value)

Sales value
Redemption amount
Redemption date
Redemption location

Order number
Invoice number
Voucher name
Issue date
Validity date
Description of services
Customer
Currency
Payment method
Shipping method
Sales location

Data submission

The template for submitting the data is our Excel import list (rows 4-10 show correct examples in green and incorrect examples in red). You can check for duplicate values in columns (voucher code) by using the Excel filter function. To verify that all values have the correct format, it is best to activate filters in Excel. The expanded filter will immediately show if, for example, a value is not formatted as a date.

Please check data quality thoroughly before submission to avoid additional effort.