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.
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
Using email
Using phone
Using loyalty card number
Running the import from the Admin Panel
Go to Imports / Exports → Imports.
Click Import and choose the member custom attributes option.
Select the Identification factor matching your file.
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
Send as multipart/form-data with two fields:
import[file]
The CSV file
import[additionalData][identificationMethod]
One of uuid, email, phone, loyaltyCardNumber
uuid corresponds to Member ID in the Admin Panel.
Last updated
Was this helpful?