# Transactions

## Overview

The **Transactions** module lets you manage, review, and analyze all customer transactions recorded in the loyalty program.\
Each transaction can be linked to a member, earn loyalty units (points), trigger rewards or achievements, and belong to a specific sales channel (e.g., eCommerce, POS, or mobile app).

Transactions can be:

* Imported manually or automatically from external systems.
* Created directly in the Admin Panel.
* Matched with members using loyalty identifiers (email, card number, phone, etc.).

{% hint style="info" %}
Use this section to verify if transactions were correctly matched and if points, rewards, and achievements were properly assigned.
{% endhint %}

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2F8Ukc5chBcFBBoV1LzlgH%2FScreenshot%202025-11-04%20120223.png?alt=media&#x26;token=a6e8e44a-ec2c-4862-a5fd-3c1e3fe6befa" alt=""><figcaption></figcaption></figure>

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## Learn more about

<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>Transaction List</strong></td><td>View, filter, and manage all recorded transactions. Check their status, values, and matching results, and access detailed records for verification.</td><td><a href="transactions/transaction-list">transaction-list</a></td></tr><tr><td><strong>Transaction Channels</strong></td><td>Create and manage transaction channels that define where transactions originate — such as eCommerce, POS, or mobile app environments.</td><td><a href="transactions/channels">channels</a></td></tr><tr><td><strong>Transaction Details</strong></td><td>Explore complete information about a single transaction, including customer details, products, earned points, rewards, and achievements.</td><td><a href="transactions/transaction-details">transaction-details</a></td></tr><tr><td><strong>Add or Import Transactions</strong></td><td>Learn how to create new transactions manually or import them in bulk. Review supported formats and mapping requirements.</td><td><a href="transactions/add-or-import-transactions">add-or-import-transactions</a></td></tr><tr><td><strong>Matching Transactions</strong></td><td>Understand how transactions are linked with members automatically or manually to ensure loyalty points and rewards are assigned correctly.</td><td><a href="transactions/matching-transactions">matching-transactions</a></td></tr></tbody></table>
