Member Custom Attributes

Use this import to add or update custom attributes on members in bulk. Custom attributes are key and value pairs stored against a member, useful for data that does not fit the standard member fields — a CRM reference, a store of origin, or a partner tier, for example.

File format: CSV, up to 100 MB.

File structure

The first column is always memberId and holds the member identifier. The column after it is the custom attribute: the column header is the attribute key, and the cell beneath it is the value.

memberId	crm_reference
e82c96cf-32a3-43bd-9034-4df343e5fd93	CRM-88213

Values are upserted. If the attribute does not exist on the member it is created, and if it already exists its value is replaced.

The first column header is always memberId, whichever identification method you choose. It does not change to match the identifier type.

Use lower_snake_case for attribute keys, in line with custom attributes elsewhere in Open Loyalty.

Choosing an identification method

Before uploading you select an identification method, which tells Open Loyalty how to match the values in the memberId column to existing members. The available options are:

• Email

• Loyalty card number

• Phone

• Member ID — the member's UUID in Open Loyalty

The method you select must match the type of identifier in your file. The field is required and the import cannot be started without it.

Sample files

Using Member ID

memberId,crm_reference
e82c96cf-32a3-43bd-9034-4df343e5fd93,CRM-88213
a1b2c3d4-e5f6-7890-abcd-ef1234567890,CRM-88214

Using email

memberId,crm_reference
[e-mail],CRM-88213
[e-mail],CRM-88214

Using phone

memberId,crm_reference
[phone],CRM-88213
+0987654321,CRM-88214

Using loyalty card number

memberId,crm_reference
CARD-00001,CRM-88213
CARD-00002,CRM-88214

Running the import from the Admin Panel

1. Go to Imports / Exports → Imports.

2. Click Import and choose the member custom attributes option.

3. Select the Identification factor matching your file.

4. Upload your CSV and click Import.

The import appears in the list on the same screen. Open it to see one row per record, showing the member ID, the attributes applied, and a record status.

If a row fails, its status reads Failed to import. Use the overflow menu on that row to open the error details.

Running the import via the API

POST /api/{storeCode}/import/memberCustomAttributes

Send as multipart/form-data with two fields:

Field	Description
import[file]	The CSV file
import[additionalData][identificationMethod]	One of uuid, email, phone, loyaltyCardNumber

uuid corresponds to Member ID in the Admin Panel.