> 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/integrations-and-data-exchange/imports-exports.md). # Imports / Exports - [Imports](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports.md): Learn more about available import types the best practices on the import process. - [Data Migration Guide](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/data-migration-guide.md) - [Tips and Tricks](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/tips-and-tricks.md): File encoding, formatting rules, common pitfalls, and tips for large-scale imports in Open Loyalty. - [Sample Import Files](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files.md): Sample import file templates, field references, and step-by-step instructions for every import type available in Open Loyalty. - [Members](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/members.md): How to bulk import member profiles into Open Loyalty using XML files, including a sample template and field reference. - [Member Segments](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/member-segments.md): How to import members into static segments using CSV files in Open Loyalty, including prerequisites and common pitfalls. - [Transactions](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/sample-import-files.md): How to import transactions and match them to members in Open Loyalty using XML or JSON files. - [Unit Transfers](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/unit-transfers.md): How to add or deduct points and loyalty units in bulk using XML or JSON imports in Open Loyalty. - [Campaign Codes](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/campaign-codes.md): How to import redemption codes into Open Loyalty campaigns using CSV files. - [Reward Coupons](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/reward-coupons.md): How to import coupon codes into Open Loyalty rewards using CSV files. - [Issued Reward Status Change](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/issued-reward-status-change.md): The Issued Reward Status Change import allows you to update the status of multiple issued rewards (redemptions) at once using a CSV file. - [Collections](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/collections.md): How to import collections into Open Loyalty using CSV files for use in other modules. - [Member Custom Attributes](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/member-custom-attributes.md) - [Product Catalog](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/imports/sample-import-files/product-catalog.md): How to import product catalog into Open Loyalty using CSV files. - [Exports](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports.md) - [UI Data Exports](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports.md): Export reports, member lists, and configuration files from the Open Loyalty Admin Panel. - [Dashboard](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/dashboard.md): Export the General overview and Units Wallet overview dashboard reports to share metrics outside the Admin Panel or feed them into your own reporting tools. - [Members](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/members.md): Export the full member list as a CSV file — useful for reporting, backups, or reconciling with an external CRM. - [Segments](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/segments.md): Export the members assigned to a specific segment as a CSV file. - [Campaigns](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/campaigns.md) - [Campaign Codes](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/campaign-codes.md): Export the redemption codes tied to a specific campaign as a CSV file — useful for auditing code usage or reconciling stock of codes issued outside Open Loyalty. - [Issued Rewards](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/ui-exports/issued-rewards.md): Export the reward fulfillment list as a CSV file — useful for tracking redemptions and fulfillment status outside the Admin Panel. - [Configuration Exports](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/configuration-exports.md): Find how to export the configuration of listed modules from the admin panel. - [S3 Bucket Exports](https://help.openloyalty.io/integrations-and-data-exchange/imports-exports/exports/s3-bucket-exports.md): Here, you will learn more about S3 Bucket exports - how to use them, what data can be found there, and the best approaches to leveraging Open Loyalty export capabilities. --- # Agent Instructions This documentation is published with GitBook. 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