Sample Import Files
Sample files for download
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User Guide
Sample files for download
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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.
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.
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.
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.
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 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.
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: