GiveX Gift Card Liability Report Formatting for Import to Either Verosa or Lightspeed Gift Cards – Individual Point of Sale

This article will walk you through the process of formatting the GiveX Gift Card Liability report in an Excel spreadsheet so that it can then be imported to either Verosa or Lightspeed Gift Cards.

If you have not already obtained your GiveX Liability Report, please follow the instructions here.

Navigate to your Downloads folder and open the Givex Liability Report spreadsheet.
Click the button that is to the left of column A and above row 1 to select all rows and columns.

#1.PNG

Once the button has been clicked, it will show that everything is selected as shown below.

#2.PNG

In the "Home" toolbar, click the drop down menu for "Format" and then click "AutoFit Column Width".

#3.png

Select columns A, C, D, and E.

#4.PNG

Delete columns A, C, D, and E so that only the fields named "serial_num_field" and "cur_balance" remain.

#5.PNG

Select column A.

#6.PNG

User the Control - H keyboard shortcut to bring up the Find and Replace window.

#7.PNG

In the Replace tab, enter a dash in the field named "Find what:".

#8.PNG

Click the button named "Replace All".

#9.PNG

You will see that the replace function has completed and can then click "OK".

#11.PNG

Click the button named "Close".

#12.PNG

We will now need to select column A so that we can format the cells to show the proper numbers.

#13.PNG

With column A selected, right click column A to open a menu and then click "Format Cells".

#14.png

In the "Number" tab, click "Number".

#15.PNG

Change "Decimal Places" to "0" and then click "OK".

#16.PNG

You will now see that the data in column A is now properly formatted to display the correct information needed.

#17.PNG

If you would like to sort the results by the current balance so that you can delete the rows for balances that are zero, click the button that is to the left of column A and above row 1 to select all rows and columns.

#18.PNG

Once the button has been clicked, it will show that everything is selected as shown below.

#19.png

In the "Home" toolbar, click the drop down menu for "Sort & Filter" and then click "Custom Sort".

#20.png

In the "Sort" window, click the drop down menu for "Sort by" and choose "cur_balance". Please make sure that the option named "My data has headers" is checked.

Once the above has been done, make sure that the field named "Order" is set to "Smallest to Largest" and then click "OK".

#22.PNG

You will now see the data sorted by the current balance on the gift cards from smallest amount to largest amount.

#23.PNG

If there are any gift cards that have a zero balance, you can simply delete those rows from the report so that they are not imported.
Save the spreadsheet to an Excel Workbook format so that it can be provided to either Verosa or Lightspeed Gift Cards by following the steps below.
This can be done by clicking "File" in the "Home" toolbar.

#24.PNG

Click "Save As".

#25.PNG

Choose the location where you want the file saved, name the file according, and then click the drop down menu and choose "Excel Workbook" and then click "Save".

#26.PNG

Related articles