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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
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On this page
  • Dashboard
  • Dashboard sample CSV export files
  • Members
  • Members sample export CSV file
  • Segments
  • Segment member list sample export CSV file
  • Campaigns
  • Campaign dashboard overview
  • Campaigns configuration
  • Campaigns export files
  • Wallet types
  • Rewards
  • Reward sample export file
  • Rewards fulfillment
  • Achievements
  • Achievement sample export file
  • Exports

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  1. Main Features
  2. Imports / Exports
  3. Exports

UI Data Exports

Find how to export the basic data reports from the admin panel.

Last updated 5 months ago

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Dashboard

You can export the Dashboard General overview and Points Wallet overview in PNG, JPG, or CSV.

Dashboard sample CSV export files


Members

You can export the members.csv file from the members list.

Members sample export CSV file


Segments

You can export the list of members in specific segments from the segments list.

Segment member list sample export CSV file


Campaigns

Campaign dashboard overview

You can export the Campaign overview in PNG, JPG, or CSV.

Campaigns configuration

Campaigns export files

Dashboard overview export in CSV file

Campaign configuration export in JSON


Wallet types

Wallet types configuration export in JSON


Rewards

You can export the rewards configuration by selecting the specific reward/rewards and then exporting it from the Admin Panel.

Reward sample export file


Rewards fulfillment

You can export the rewards fulfillment from the rewards fulfillment list.


Achievements

Achievement sample export file

Exports

All of the exported files can be found on the list of exports in Imports/ Exports.

Only campaigns, achievements, wallet types, and rewards are exported immediately to Downloaded files.

Here you can see if the export is complete and download the files from the list.

You can export the campaign configuration by selecting the specific campaign and then exporting it from the Admin Panel. Read more in the article:

You can export the wallet configuration by selecting the specific wallet/wallers and then exporting it from the Admin Panel. Read more in the article:

You can export the achievement configuration by selecting the specific achievement/achievements and then exporting it from the Admin Panel. Read more in the article: .

Wallet type export.
Achievement export/import
Campaign export/import
2KB
chart-registered members.csv
12KB
member_13bd9c70-423d-4ee7-a2fb-eb8e7dd5fa84.csv
39KB
men_45_memberSegment_ffe76bfb-ea78-4c8a-b463-70cb7d1c4d5b.csv
2KB
chart-total engagement..csv
9KB
campaigns cofiguration.json
2KB
walletTypes (1).json
1KB
rewards.json
6KB
Achievements list.json