> For the complete documentation index, see [llms.txt](https://help.openloyalty.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openloyalty.io/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files.md).

# Sample Import Files

Sample import file templates, field references, and step-by-step instructions   for every import type available in Open Loyalty.

This section provides sample file templates, field-by-field references, and common mistakes for each import type supported by Open Loyalty.

Use these templates as a starting point — download the sample, fill in your data, remove any fields you don't need, and upload through **Imports & Exports → Imports** in the Admin Panel.

{% hint style="info" %}
Before preparing your first import file, read [Data Migration Guide](/implementation-guide/integrations-and-data-exchange/imports-exports/imports/data-migration-guide.md) and [Tips and Tricks](/implementation-guide/integrations-and-data-exchange/imports-exports/imports/tips-and-tricks.md)
{% endhint %}

### Available Import Types

<table data-view="cards"><thead><tr><th></th><th></th><th data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Members</strong></td><td>XML — Add member profiles in bulk.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/members.md">Members</a></td></tr><tr><td><strong>Member Segments</strong></td><td>CSV — Populate static segments with members.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/member-segments.md">Member Segments</a></td></tr><tr><td><strong>Member Custom Attributes</strong></td><td>CSV — Add, update, or remove custom attributes on members in bulk.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/member-custom-attributes.md">Member Custom Attributes</a></td></tr><tr><td><strong>Member Custom Fields</strong></td><td>JSON — Set, update, or clear custom field values on members in bulk.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/member-custom-attributes-1.md">Member Custom Fields</a></td></tr><tr><td><strong>Transactions</strong></td><td>XML or JSON — Load purchase/return data and match to members.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/sample-import-files.md">Transactions</a></td></tr><tr><td><strong>Unit Transfers</strong></td><td>XML or JSON — Add or deduct points/units in bulk.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/unit-transfers.md">Unit Transfers</a></td></tr><tr><td><strong>Campaign Codes</strong></td><td>CSV — Import redemption codes.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/campaign-codes.md">Campaign Codes</a></td></tr><tr><td><strong>Reward Coupons</strong></td><td>CSV — Import reward codes.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/reward-coupons.md">Reward Coupons</a></td></tr><tr><td><strong>Issued Reward Status</strong></td><td>CSV — Import reward statuses in bulk.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/issued-reward-status-change.md">Issued Reward Status Change</a></td></tr><tr><td><strong>Collections</strong></td><td>CSV — Group values for use in different modules.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/collections.md">Collections</a></td></tr><tr><td><strong>Product Catalog</strong></td><td>CSV - Load and update your product catalog by SKU for use in campaigns.</td><td></td><td><a href="/implementation-guide/integrations-and-data-exchange/imports-exports/imports/sample-import-files/product-catalog.md">Product Catalog</a></td></tr></tbody></table>

### Quick Format Reference

<table><thead><tr><th width="202.7109375">Import type</th><th width="160.85546875">Format</th><th>Key identifier</th></tr></thead><tbody><tr><td>Members</td><td>XML</td><td><code>email</code> or <code>phone</code> or <code>loyaltyCardNumber</code> (unique)</td></tr><tr><td>Member Segments</td><td>CSV</td><td><code>memberId</code> (Open Loyalty UUID) or <code>email</code> or <code>phone</code> or <code>loyaltyCardNumber</code></td></tr><tr><td>Transactions</td><td>XML or JSON</td><td><code>documentNumber</code> (unique)</td></tr><tr><td>Transaction Matches</td><td>XML</td><td><code>documentNumber</code> + member email/phone/card</td></tr><tr><td>Unit Transfers</td><td>XML or JSON</td><td><code>customerId</code> (Open Loyalty UUID) only</td></tr><tr><td>Redemption Codes</td><td>CSV</td><td><code>code</code> (unique per campaign)</td></tr><tr><td>Coupons</td><td>CSV</td><td><code>code</code> (unique)</td></tr><tr><td>Collections</td><td>CSV</td><td><code>value</code> (minimum 3 records)</td></tr></tbody></table>


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