Creating Unit Transfers
Create a unit transfer in the Admin Panel to add or deduct units for a specific member.
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
Unit values support fractional amounts up to six decimal places.
Step-by-step instructions
Follow these steps to create a unit transfer in the Admin Panel:
Open Unit transfers
Go to Wallets → Unit transfers.
Start a new transfer
Click Add units. (alternatively, click Deduct units)
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
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
reasonororderId
Confirm the transfer
Click Add units (or the equivalent button for deduction). You’ll see the transfer in the Unit Transfers List.
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).
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