Transactions

In this section, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features.

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.).

Use this section to verify if transactions were correctly matched and if points, rewards, and achievements were properly assigned.

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Learn more about

Transaction List

View, filter, and manage all recorded transactions. Check their status, values, and matching results, and access detailed records for verification.

Transaction Channels

Create and manage transaction channels that define where transactions originate — such as eCommerce, POS, or mobile app environments.

Transaction Details

Explore complete information about a single transaction, including customer details, products, earned points, rewards, and achievements.

Add or Import Transactions

Learn how to create new transactions manually or import them in bulk. Review supported formats and mapping requirements.

Matching Transactions

Understand how transactions are linked with members automatically or manually to ensure loyalty points and rewards are assigned correctly.