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.

625B

Member Import.xml

309B

Member Import Example.xml

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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 column and lists the chosen identifiers.

87B

Member Segments.csv

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

Importing Custom Member List via CSV file to Static segment

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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

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

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

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

2KB

Adding.xml

Spending (Deducting) Units:

383B

Spending.json

501B

Spending.xml