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Existing Gift Certificate and store credit balances when switching to Shopify POS?

IdealBham
Excursionist
33 0 9

Hello,

Our Shopify POS hardware will arrive on Monday. We've been using Microsoft RMS for 12 years. Is there a way to migrate or account for existing gift certificate balances from our old system in our new Shopify system so we don't lose all of that?

Any advice on how other stores have handled this  is much appreciated. Thank you.

Lisa

Replies 4 (4)
Neomi_av
Shopify Partner
197 2 17

Hi @IdealBham, I'm Neomi from Rise.ai app,

 

We specialized in gift cards & loyalty store credit solutions.

We have an integration with Shopify POS that will allow you to migrate all of your existing gift certificates to the new system.

all you need to do is to download a CSV file with all of the gift certificate balance and codes and we will migrate them into Shopify.

You can read here more about our POS gift card solution

and here about how to migrate your existing gift cards into Shopify

All gift cards can work in your physical store and online store as one.
You can use all of Rise solutions including loyalty cards, store credit as refunds, referral program and many more.

 

checkout our listing page and feel free to contact me at info at rise.ai

MandyN
New Member
3 0 0

Hey Lisa,

 

How did you go with this?  we are about to migrate over and have a LOT of store credits . 

 

cheers 

 

mandy 

 

Neomi_av
Shopify Partner
197 2 17

Hi @MandyN,

As part of your solution (Rise.ai), we offer FREE store credit and gift card migration to new customers.

Reach out to info@rise.ai for more details about the process.

You can also check out our listing page 

IdealBham
Excursionist
33 0 9
Hi- we only had about 100 gcs and store credit balances so ended up keeping
a paper list of balances at the register and deducting the amount from
customers’ sales. Very inconvenient and clunky. I wish I could help more!
We ran out of time to figure a better solution before we had to switch
over. --
Lisa Van Doren

Ideal
1227 Cornwall Avenue
Bellingham, WA 98225
www.anidealshop.com
360-752-5522