# Creating Unit Transfers

## Overview

A *unit transfer* adjusts loyalty units in a member’s wallet. Use it when units don’t come from a purchase or campaign. This is useful for corrections, bonuses, and manual deductions.

Unit transfers appear in the **Unit Transfers List** and become part of the member’s unit history.

### When to use unit transfers

You might create a unit transfer to:

* Give bonus units to a member
* Correct balances after a data or integration issue
* Deduct units for policy compliance
* Apply rewards or penalties manually

### Transfer types

You can choose between:

* **Add units** — Increases a member’s balance
* **Deduct units** — Decreases a member’s balance

{% hint style="info" %}
Unit values support fractional amounts up to six decimal places.
{% endhint %}

### Step-by-step instructions

Follow these steps to create a unit transfer in the Admin Panel:

{% stepper %}
{% step %}
**Open Unit transfers**

Go to **Wallets → Unit transfers**.

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{% endstep %}

{% step %}
**Start a new transfer**

Click **Add units**. (alternatively, click **Deduct units**)

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2Fv7fCGt3DxYcx4ukBOA6W%2Fimage.png?alt=media&#x26;token=a728153c-e2a1-46d5-8c6e-51a8b7ad6927" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Fill in transfer details**

Required fields:

* **Wallet type** — Select the wallet to apply units to
* **Member** — Find the member by email, phone, or loyalty card
* **Transfer type** — Choose **Add units** or **Deduct units**
* **Value** — Enter the unit amount

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FnyrSj1DXXM2m2CNIHg6y%2Fimage.png?alt=media&#x26;token=0595b531-c005-4d09-9c82-c85e67d01de6" alt=""><figcaption></figcaption></figure>

Optional fields:

* **Comment** — Add context for audits and support
* **External transfer ID** — Add a unique reference for sync and deduplication
* **Override unit settings rules** — Bypass expiry or locking for this transfer only. This does not change global wallet configuration.
* **Custom attributes** — Add key-value metadata, like `reason` or `orderId`

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FguXZSEQIys21aWgFHSo9%2Fimage.png?alt=media&#x26;token=9743fac1-4865-4a92-9190-ca3bcbaf0a02" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Confirm the transfer**

Click **Add units** (or the equivalent button for deduction). You’ll see the transfer in the **Unit Transfers List**.
{% endstep %}
{% endstepper %}

### Tips

* Use **comments** to make transfers easy to understand for other admins.
* Set a unique **External transfer ID** if syncing with external systems to prevent duplicate imports.
* **Custom attributes** are great for tagging transfers with extra context (e.g., promotional campaigns or internal references).