> 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/sample-import-files.md).

# Sample Import Files

This section provides sample file templates, field-by-field references, and common mistakes for each import type supported by Open Loyalty.

Use these templates as a starting point — download the sample, fill in your data, remove any fields you don't need, and upload through **Imports & Exports → Imports** in the Admin Panel.

{% hint style="info" %}
Before preparing your first import file, read [Data Migration Guide](/main-features/imports-exports/imports/data-migration-guide.md) and [Tips and Tricks](/main-features/imports-exports/imports/tips-and-tricks.md)
{% endhint %}

### Available Import Types

<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>Members</strong></td><td>XML — Add member profiles in bulk.</td><td><a href="/pages/bUCQCruJq1Ma6nCK95Ya">/pages/bUCQCruJq1Ma6nCK95Ya</a></td></tr><tr><td><strong>Member Segments</strong></td><td>CSV — Populate static segments with members.</td><td><a href="/pages/lnelVKJRYlM1VkUJa9YT">/pages/lnelVKJRYlM1VkUJa9YT</a></td></tr><tr><td><strong>Transactions</strong></td><td>XML or JSON — Load purchase/return data and match to members.</td><td><a href="/pages/UQkLM1E9FeYwaSDySodM">/pages/UQkLM1E9FeYwaSDySodM</a></td></tr><tr><td><strong>Unit Transfers</strong></td><td>XML or JSON — Add or deduct points/units in bulk.</td><td><a href="/pages/zqkw3MAWtqwglOxkFcz6">/pages/zqkw3MAWtqwglOxkFcz6</a></td></tr><tr><td><strong>Campaign Codes</strong></td><td>CSV — Import redemption codes.</td><td><a href="/pages/KveUMWgNbpRCO6C01yEa">/pages/KveUMWgNbpRCO6C01yEa</a></td></tr><tr><td><strong>Reward Coupons</strong></td><td>CSV — Import reward codes.</td><td><a href="/pages/n7bnmf6ExQEyF2bHIbMv">/pages/n7bnmf6ExQEyF2bHIbMv</a></td></tr><tr><td><strong>Collections</strong></td><td>CSV — Group values for use in different modules.</td><td><a href="/pages/VDATVHyL3ER9N4iB0PlO">/pages/VDATVHyL3ER9N4iB0PlO</a></td></tr></tbody></table>

### Quick Format Reference

<table><thead><tr><th width="202.7109375">Import type</th><th width="160.85546875">Format</th><th>Key identifier</th></tr></thead><tbody><tr><td>Members</td><td>XML</td><td><code>email</code> or <code>phone</code> or <code>loyaltyCardNumber</code> (unique)</td></tr><tr><td>Member Segments</td><td>CSV</td><td><code>memberId</code> (Open Loyalty UUID) or <code>email</code> or <code>phone</code> or <code>loyaltyCardNumber</code></td></tr><tr><td>Transactions</td><td>XML or JSON</td><td><code>documentNumber</code> (unique)</td></tr><tr><td>Transaction Matches</td><td>XML</td><td><code>documentNumber</code> + member email/phone/card</td></tr><tr><td>Unit Transfers</td><td>XML or JSON</td><td><code>customerId</code> (Open Loyalty UUID) only</td></tr><tr><td>Redemption Codes</td><td>CSV</td><td><code>code</code> (unique per campaign)</td></tr><tr><td>Coupons</td><td>CSV</td><td><code>code</code> (unique)</td></tr><tr><td>Collections</td><td>CSV</td><td><code>value</code> (minimum 3 records)</td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.openloyalty.io/main-features/imports-exports/imports/sample-import-files.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.