Uploading Recipient Information via CSV

Learn how to save time by using Prezzee's bulk upload feature for recipient information.

This guide will show you how to quickly upload multiple recipients for your eGift card orders via CSV.

Bulk Upload Options:

• Upload bulk recipients with the same eGift card and value.
• Upload bulk recipients with different eGift cards, values, and greetings.

Getting Started:

1. Select “Create, personalise, schedule and send cards with Prezzee” and select “Let’s go.”
2. Select “Bulk Add” above the recipient list.

Uploading Recipients with the Same Card and Value:

1. Choose “Yes” when prompted to send the same eGift card and value to all recipients.
2. Download the CSV/Excel template and complete it with recipient details:
   • First Name: enter the recipient’s first name.
   • Email Address: ensure the email format is correct.
   • Phone Number (optional): include if an SMS notification is desired.
3. Upload and Validate the Template: Save and upload the file. Correct any errors if needed.

Uploading Recipients with Different Cards, Values, and Greetings:

1. Choose “No” for the option to send the same eGift card and value.
2. Download the template and refer to the eGift Card ID screen for correct Card IDs and values.
3. Complete the template fields:
   • First Name
   • Email Address
   • Phone Number (optional)
   • Card ID: Use the unique Card ID from the eGift Card ID screen.
   • Gift Card Value
   • Greeting Message (up to 1000 characters)
4. Upload the completed template and fix any errors if they appear.

Additional Tips:
You can bulk upload additional recipients to an existing order. Bookmark this page to easily revisit this guide.

Still having trouble?  No worries! Just get in touch with us, and we’ll help you out! Contact Prezzee Customer Care here.