Imports

Learn more about available import types the best practices on the import process.

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

1

Navigate to the import section

In the Admin Panel, go to Imports & Exports → Imports. Select the import type from the dropdown.

2

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 for templates and field references for each import type.

3

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.

Supported import types

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

Next steps

Data Migration Guide

Tips and Tricks

File encoding, formatting rules, and tips for large migrations.

Sample Import Files

Templates, field references, and instructions for each import type.