Sample Import Files

Sample import file templates, field references, and step-by-step instructions for every import type available in Open Loyalty.

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.

Before preparing your first import file, read Data Migration Guide and Tips and Tricks

Available Import Types

Members

XML — Add member profiles in bulk.

Member Segments

CSV — Populate static segments with members.

Transactions

XML or JSON — Load purchase/return data and match to members.

Unit Transfers

XML or JSON — Add or deduct points/units in bulk.

Campaign Codes

CSV — Import redemption codes.

Reward Coupons

CSV — Import reward codes.

Collections

CSV — Group values for use in different modules.

Quick Format Reference

Import type	Format	Key identifier
Members	XML	email or phone or loyaltyCardNumber (unique)
Member Segments	CSV	memberId (Open Loyalty UUID) or email or phone or loyaltyCardNumber
Transactions	XML or JSON	documentNumber (unique)
Transaction Matches	XML	documentNumber + member email/phone/card
Unit Transfers	XML or JSON	customerId (Open Loyalty UUID) only
Redemption Codes	CSV	code (unique per campaign)
Coupons	CSV	code (unique)
Collections	CSV	value (minimum 3 records)