Import Loyalty points from a CSV File
Introduction
In this article, we'll delve into the process of importing Loyalty Data from a CSV file into AiTrillion. This feature facilitates the seamless transfer of customer loyalty data, ensuring that merchants can efficiently manage and update their loyalty programs.
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Here are the steps to import Loyalty Data from CSV File -:
Step 1. Go to Loyalty Rewards > Members > Import Members.
Step 2. Click on the Download Sample CSV button.
Step 3. Fill the sample CSV with your data. Feel free to write in to support@aitrillion.com if you need help.
Note๐: If the customer have existing points and trying to import the new loyalty points then the Points spent and Available points will be added to the Lifetime points
In the CSV following calculations are performed -:
1.) Lifetime points + Points approved + Points spent
2.) Lifetime points - Points redeemed = Available points
Example -:
Before importing the points I have 20 Lifetime points and 10 Available points.
If we import the Point approved - 350 and Point spent - 1500 for this customer
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The calculated points will be following -:
Step 4. Upload the CSV by clicking on the Upload CSV button.
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