How To Transfer E-Certificates From One Store To Another

If you need to transfer e-certificates from one store to another—whether because a store is closing or you’re duplicating a store—the process is quick and straightforward. This works for both dollar-based and points-based e-certificates.

Step 1: Export E-Certificates from the Old Store

1. In the store that contains the e-certificates you want to transfer, navigate to the E-Certificates page.

2. Click the Export button. Chipply will download the existing e-certificates into an Excel file.

3. Open this Excel file—you’ll need it shortly.

Step 2: Prepare the New Store for Upload

1. In your new store, navigate to the E-Certificates page.

2. In the top-right corner, click the + button, then select Add from Upload, and click ACCEPT.

3. You will then want to click the DOWNLOAD button. 

   • This will download a blank e-certificate upload template for your new store.

   
   

Step 3: Copy Data into the Upload Template

1. Open both the exported file (from the old store) and the new store’s upload template.

2. Copy the following fields from the old file into the new template:

   • Name

   • E-Cert Code

   • Amount Remaining

   • Email

3. Save the completed template in a location you can easily access.

⚠️ Important Notes:

• Always use Amount Remaining, not Amount Issued, to ensure accurate balances are transferred.

• Remove any e-certificates with a 0 balance (either 0 points or $0). Uploads will fail if they contain fully redeemed codes.

Step 4: Upload to the New Store

1. In your new store, return to the E-Certificate Upload page.

2. Click Choose File, select the updated template you just created, and then click ACCEPT.

Your e-certificates will now be successfully transferred to the new store.