Sample Import Files

Sample files for download

Member

To add multiple members simultaneously, you can import an XML file containing member details. Ensure the file includes the information you need to migrate to Open Loyalty. A sample XML file for member import is available for reference.

When not using certain fields, e.g. address details or labels, remove them from the XML file instead of leaving them empty.

656B

Member Import.xml

Open

309B

Member Import Example.xml

Open

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Member Segments

Static segments can be populated by importing a CSV file with a list of member identifiers. This method is useful for grouping members based on specific criteria.

Ensure the CSV file retains the header row and lists the chosen identifiers - do NOT change or remove the header row (memberId), regardless of the identifier chosen

87B

Member Segments.csv

Open

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

Segments

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Transactions

To record multiple transactions at once, you can import an XML file or a JSON file containing transaction details such as document number, purchase date, document type, SKU, name, quantity, transaction item value, and category.

5KB

Transactions Import.xml

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4KB

Transactions Import.json

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Transaction Matches

If you have transactions that need to be associated with specific members, use the Match Import feature. This involves importing an XML file that includes both transaction and corresponding member data to establish the correct associations. A sample XML file is provided for this purpose.

247B

Transactions Match Import.xml

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Coupons

To add multiple coupons to your rewards system, import a CSV file containing coupon codes and related details. This streamlines the process of updating your coupon database.

288B

Coupons Import.csv

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Please refer to the Open Loyalty documentation for more detailed instructions on adding coupons.

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

Adding Coupons

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Collections

Collections allow you to group values for use in campaign conditions. Import a CSV file with the desired values to create a collection. Ensure the CSV file contains at least three records.

137B

Collections Import.csv

Open

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

Collections

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Unit Transfers

To manage unit transfers, such as adding or deducting units, import XML or JSON files with the relevant details. Separate sample files are available for adding and spending units

Adding Units:

1KB

Adding.json

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2KB

Adding.xml

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Spending (Deducting) Units:

383B

Spending.json

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501B

Spending.xml

Open