How to Transfer E-Certs from an Old Store to a New Store
Your customer may want the E-Certs codes and values to carry over from a previous store while keeping the same codes from the previous store. Here is how you can achieve this.
1) Find the old store with the original E-Cert codes and values
2) Select "E-Certificates" from the Left-Hand Menu
3) Select (This will download an Excel File with all the E-Cert information from that store)
4) Select from the top menu
5) Locate the new store you want to import the original E-Certs into
6) Go into that store and select "E-Certificates" on the Left-Hand Menu
7) Select
8) Select
9) Select
10) Open the E-Certificate Template and copy the desired/necessary information from the old store's Export and paste it into the E-Cert Template Excel File. (You will most likely want to copy the "Amount Remaining" column from the original store and paste that into the E-Cert template Excel page and into the "E-Cert Amount (Required)" column)
11) Save that Excel File to your computer
12) Go back to Chipply and select
13) Select the Excel File you just saved
14) Select