Mass Reward Status Change
When managing a large volume of physical or digital reward redemptions, manually updating statuses one by one can be time-consuming. OpenLoyalty allows you to update the status of thousands of issued rewards at once by importing a single CSV file.
Key Benefits
Bulk Processing: Update large lists of reward redemptions simultaneously.
Safe Importing: If a specific row has an error (e.g., an invalid reward ID), the system will process the valid rows and highlight the failed ones so you can fix them.
Audit History: Add optional comments to each status change to track notes or tracking numbers in the reward's history.
Allowed Reward Statuses
When preparing your update file, make sure to use exact lowercase status names:
issued
Default state when a customer claims a reward.
pending
Fulfillment is waiting for verification or approval.
approved
Order is approved and ready for fulfillment.
rejected
Request rejected (e.g., out of stock or ineligible).
canceled
Order or reward redemption has been canceled.
packing
Order is currently being prepared and packed.
awaiting_shipping
Package is packed and awaiting courier pickup.
shipped
Order has been dispatched to the customer.
completed
Reward has been successfully fulfilled or delivered.
returned
Package was returned or delivery failed.
How to Perform a Bulk Status Change
Step 1: Prepare Your CSV File
Create a CSV spreadsheet with the following headers:
issuedRewardId(Required): The unique ID of the issued reward.status(Required): The new status (in lowercase).comment(Optional): An internal note, tracking number, or reason (up to 255 characters).
Sample File:
Example:
Step 2: Upload the File
Log in to the Admin Panel.
Navigate to Imports section or Rewards > Redeemed Rewards
Select Import and Issued Reward Status Change as the import type.
Upload your CSV file and submit.
Step 3: Review the Import Results
Once uploaded, the import will process in the background. You can check the import list to review the final status:
Overall Status: Shows whether the whole file has finished processing.
Row-by-Row Results: Displays which individual rewards were updated successfully and details any rows that failed (for example, if a reward ID was not found or a comment was too long).
Validation & Common Errors
A row in your file will fail to update if:
Reward ID Not Found: The
issuedRewardIddoes not match an existing reward in your store.Invalid Status: The status name is capitalized (e.g.,
COMPLETEDinstead ofcompleted) or misspelled.Comment Too Long: The comment field exceeds the 255-character limit.
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