Pending validation, Validated, Pool, then Paid. It ends credited to the Consumer’s bank account, exactly like a Cashback. See Status reference for the definition of each status.
Once imported, a Gift is read-only: you upload the file, then watch the statuses move. Validation and payment run on Paylead’s payout cycle.
Filter the list
The Gifts list opens on five tabs, each carrying its own count. The tab labels differ from the Status values they filter on:
See Status reference for what each status means.
The Bank wire column confirms a Gift was actually transferred: it reads
- until the payout carrying it is issued, then holds the wire transfer reference.
Open a Gift
Click the preview icon at the end of a row to open the Gift on its own page, which holds two cards.Details
When the Gift carries a comment, Shift displays it next to the status, truncated to 75 characters. Hover it to read the full text.
The comment carries the reason behind a status, for example why a Gift was cancelled. Read it before escalating a support ticket about a Gift that did not reach the Consumer.
History
The History card lists the statuses the Gift went through, each with the date it was recorded. Use it to see when the Gift moved toPool, or whether it ever left Pending validation.
Import Gifts
1
Open the import modal
Open the Gifts section in Shift, then click Import. A modal opens, titled Import gifts by CSV.
2
Prepare your CSV file
The first line must be a header, written exactly Fields are separated by a semicolon. The amount is a positive number with at most two decimals, written with a dot (
consumer_id;amount;reward_name in lowercase, even though the modal shows the format in uppercase. Each following line holds one Gift, with the same three fields in the same order:25, 25.5 and 25.00 all pass; 25,00 and -25 are rejected).3
Select the file
Click Select a file and choose your CSV. Shift checks the file in the browser and, if every line passes, uploads it straight away, with no confirmation step. It confirms with Gift imported successfully. and refreshes the list. Imported Gifts start at
Pending validation.If the file is rejected
If any line fails the check, nothing is uploaded. The modal reports how many errors it found and lists the offending lines, each prefixed with Line and its number; a bad header line is reported as Line Header. Two buttons are offered: Close to abandon the import, and Start again to pick another file. A line is rejected when:- the header line is not exactly
consumer_id;amount;reward_name; - the Consumer ID is empty;
- the amount is negative, uses a comma, or carries more than two decimals;
- the Reward name is empty.
After the import
The Gifts appear straight away on the Pending tab, then move toValidated, Pool, and Paid as the payout cycle runs, the same cycle that carries Cashback Rewards. Follow one Gift in the History card of its page, and the whole batch through the five tabs of the list.
Reconciliation in Invoices
Gift payouts are reconciled in the Invoices section, under the Gifts tab. EveryGift invoice there is a charge to your Program: Paylead bills you back for the Gifts that reached your Consumers, and the Gifts VAT column carries the amount transferred. Narrow the list by date, download the PDF, and check it against the Gifts you imported over the same period.
Invoices opens with the Financial role, not Gifts. Ask a teammate who holds Financial to take this step, or have both roles assigned to your account. See Access and roles.
What’s next
Browse Consumers
Find a Consumer and check the Gifts and Rewards on their account.
Customer support workflow
Triage a support ticket about a missing or unexpected credit.