> 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/main-features/imports-exports/imports.md).

# Imports

Open Loyalty allows you to import data in bulk through the Admin Panel. This is useful for migrating existing loyalty programs, loading large batches of records, or performing bulk operations such as adding or deducting points.

### How to import

{% stepper %}
{% step %}

#### Navigate to the import section

In the Admin Panel, go to **Imports & Exports → Imports**. Select the import type from the dropdown.
{% endstep %}

{% step %}

#### Prepare your file

Download the sample file for your import type and use it as a template. Follow the format exactly — Open Loyalty validates both structure and content.

👉 See [Sample Import Files](/main-features/imports-exports/imports/sample-import-files.md) for templates and field references for each import type.
{% endstep %}

{% step %}

#### Upload and confirm

Upload your file and click **Import**. The system will validate the file and display any errors. If the import is successful, the records will be processed in the background.
{% endstep %}
{% endstepper %}

### Supported import types

<table><thead><tr><th width="202.66796875">Import type</th><th width="159.7578125">File format</th><th>What it does</th></tr></thead><tbody><tr><td>Members</td><td>XML</td><td>Add or update member profiles in bulk</td></tr><tr><td>Transactions</td><td>XML or JSON</td><td>Load purchase/return data</td></tr><tr><td>Transaction matches</td><td>XML</td><td>Link imported transactions to specific members</td></tr><tr><td>Member segments</td><td>CSV</td><td>Populate static segments with members</td></tr><tr><td>Unit transfers</td><td>XML or JSON</td><td>Add or deduct points/units in bulk</td></tr><tr><td>Redemption codes</td><td>CSV</td><td>Add unique codes to campaigns</td></tr><tr><td>Coupons</td><td>CSV</td><td>Import coupon codes into the rewards system</td></tr><tr><td>Collections</td><td>CSV</td><td>Group values for use in campaign conditions</td></tr></tbody></table>

### Next steps

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Data Migration Guide</strong></td><td></td><td><a href="/pages/XXvwcHjtJtTXwUtYmGSY">/pages/XXvwcHjtJtTXwUtYmGSY</a></td></tr><tr><td><strong>Tips and Tricks</strong></td><td>File encoding, formatting rules, and tips for large migrations.</td><td><a href="/pages/hO1el43zlNRMcrPl1orF">/pages/hO1el43zlNRMcrPl1orF</a></td></tr><tr><td><strong>Sample Import Files</strong></td><td>Templates, field references, and instructions for each import type.</td><td><a href="/pages/gS6HZ0AbZBdylpvUGV1k">/pages/gS6HZ0AbZBdylpvUGV1k</a></td></tr></tbody></table>


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