Members

How to bulk import member profiles into Open Loyalty using XML files, including a sample template and field reference.

Use the member import to add multiple member profiles at once. This is especially useful during initial data migration or when onboarding a large batch of customers.

File format: XML

Sample file

Member Import.xml

656B

Open

Member Import Example.xml

309B

Open

members-import-sample.xml

<?xml version="1.0" encoding="UTF-8"?>
<customers>
  <customer>
    <email>[e-mail]</email>
    <loyaltyCardNumber>CARD-001</loyaltyCardNumber>
    <phone>[phone]</phone>
    <firstName>Jane</firstName>
    <lastName>Doe</lastName>
    <gender>female</gender>
    <birthDate>1990-05-15</birthDate>
    <registeredAt>2024-01-10 09:00:00.000000</registeredAt>
    <address>
      <address1>123 Main Street</address1>
      <city>New York</city>
      <country>US</country>
      <postal>10001</postal>
      <province>NY</province>
      <street>Main Street 123</street>
    </address>
    <agreement1>1</agreement1>
    <agreement2>0</agreement2>
    <agreement3>0</agreement3>
  </customer>
</customers>

Field reference

Field	Required	Description
email	Yes *	Member's email address (must be unique)
loyaltyCardNumber	Yes *	Loyalty card identifier
phone	Yes *	Phone number (include country code)
firstName	No	First name
lastName	No	Last name
gender	No	male, female, or not_disclosed
birthDate	No	Date of birth in YYYY-MM-DD format
registeredAt	No	Registration timestamp in YYYY-MM-DD HH:MM:SS format
address	No	Address block — if included, provide only the fields you need
country	No	Must be an ISO 3166-1 alpha-2 code (e.g., US, GB, PL). Numeric codes are not accepted.
agreement1/2/3	No	Marketing consent flags: 1 = agreed, 0 = not agreed

Member identifiers must be unique. If a member with the same email already exists, the import will update the existing record rather than create a duplicate.

Only one identifier is required (email OR phone OR loyalty card number).

To find out more, please refer to the article below:

Configuration

Important notes

Remove fields you don't use. If you don't need address, company, or any optional field, delete the entire XML element — do not leave it empty. Empty elements cause "This form should not contain extra fields" errors.

Country codes must be ISO alpha-2. Use two-letter codes like US, GB, PL — not numeric codes like 840 or 616. Invalid codes will cause the import to fail without a clear error message.

Common mistakes

Mistake	Fix
Using numeric country codes (840)	Use alpha-2 codes (US)
Leaving empty <company> or <address> blocks	Remove the entire block if not needed
Wrong registeredAt format	Use YYYY-MM-DD HH:MM:SS with timezone
Windows line endings (CRLF)	Convert to Unix (LF) — see Best practices

To find out more, please refer to the article below:

Members