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.
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
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.
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.
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.
Please refer to the Open Loyalty documentation for more detailed instructions on adding coupons.
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.
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:
Spending (Deducting) Units:
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