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Unit Transfers

In this article, you will learn about all the information about Unit Transfers. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.

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Overview

Unit transfers are wallet events that show how loyalty units (points or credits) move in and out of members’ accounts. They include both manual adjustments you make as an admin and system-generated events such as spending or peer-to-peer moves.

This feature gives you a complete view of unit activity and lets you manage the full lifecycle of transfers — from reviewing history to taking actions like canceling or expiring transfers.

Use unit transfers to:

  • See every change to a member’s wallet balance over time

  • Audit and troubleshoot unit balance changes

  • Add, deduct, or block units manually

  • Run bulk actions on selected transfers

  • Review detailed metadata and audit history

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Permissions: To view and manage unit transfers, your admin role must include the Wallets → Unit Transfers permission.

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What you’ll learn in this section

This section introduces you to the main concepts and points you to detailed guides on specific workflows:

  • 📋 Unit Transfers List — how to explore and filter the complete transfer history

  • ➕ Creating Unit Transfers — how to add, remove, or block units manually

  • 📥 Importing Unit Transfers — how to upload multiple transfers at once

  • ⚙️ Managing Unit Transfers — how to take actions such as cancel, expire, or perform bulk operations

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What unit transfers show

Unit transfers represent all relevant wallet events — not only manual adjustments. They can include:

  • Manual changes you create (add, deduct, block)

  • Spending events from redemptions

  • System events such as peer-to-peer (P2P) moves

  • Expired or blocked units that can’t be used anymore

This makes the unit transfers list a complete log of unit activity in your program.

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Why this matters

Because unit transfers are a full history of wallet activity, they help you:

  • Track everything that affected a member’s balance

  • Understand how and why a wallet changed over time

  • Take corrective action when needed (cancel, expire, block)

  • Analyze unusual patterns or data issues

This is especially useful for auditing, reporting, and accountability in your loyalty operations.

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Learn more about

Unit Transfers List

Learn how to browse all unit transfers, use filters, and adjust the view.

Creating Unit Transfers

Step-by-step guide to manually add, deduct, or block units.

Importing Unit Transfers

Instructions for uploading unit transfers in bulk via JSON or XML.

Managing Unit Transfers

How to cancel, expire, block, and apply bulk actions on transfers.

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