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How to import loyalty points and transactions

Import a large amount of point balances or transactions.

Written by Koen

How to import loyalty points and transactions:

  1. Navigate to Imports

    1. Go to 'Data' and select ‘Imports’.

  2. Start a New Import

    1. Select ‘New import’ and choose ‘Scans’ as the import type.

    2. Click ‘Submit’ and then ‘Upload’.

  3. Upload the File

    1. Select your contact file (ensure it is in CSV format).

    2. Click ‘Next step’ to proceed.

  4. Mapping Columns ◦ Under ‘Data’, select which columns in your file correspond to attributes in the dashboard.

    1. You will find 2 different attributes, ‘Email’, and ‘Credits’.

    2. Click ‘Next step’ to proceed.

  5. Configure Information

    1. Under the ‘Options’ tab, decide at which location these points will be rewarded under the "Business profile".

  6. Complete the Import Process

    1. Click on ‘Import’ to navigate to the overview page.

    2. Select the gift card import you’ve just completed (it will have a ‘Ready’ label).

    3. Finally, click on ‘Start import’ to complete the process.

Your point balances have now been imported!

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