# Unit Transfers

## 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

{% hint style="warning" %}
**Permissions:** To view and manage unit transfers, your admin role must include the **Wallets → Unit Transfers** permission.
{% endhint %}

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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

***

### 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

<table data-card-size="large" 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>Unit Transfers List</strong></td><td>Learn how to browse all unit transfers, use filters, and adjust the view.</td><td><a href="/pages/jJcXrQlYEKbSbRxHHW9C">/pages/jJcXrQlYEKbSbRxHHW9C</a></td></tr><tr><td><strong>Creating Unit Transfers</strong></td><td>Step-by-step guide to manually add, deduct, or block units.</td><td><a href="/pages/TEWhEuKP803kAX6rtPvQ">/pages/TEWhEuKP803kAX6rtPvQ</a></td></tr><tr><td><strong>Importing Unit Transfers</strong></td><td>Instructions for uploading unit transfers in bulk via JSON or XML.</td><td><a href="/pages/qwA7UHhCc9ItQJPvYZkP">/pages/qwA7UHhCc9ItQJPvYZkP</a></td></tr><tr><td><strong>Managing Unit Transfers</strong></td><td>How to cancel, expire, block, and apply bulk actions on transfers.</td><td><a href="/pages/0vktycVSsvypUQ5vjtkr">/pages/0vktycVSsvypUQ5vjtkr</a></td></tr></tbody></table>


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