Once you have your loyalty members setup, you can begin to import their existing points by matching either their reference ID, customer_no, email or mobile_number. Once you have matched this, you can then import the following fields:
- Activity Completed* (this should match the title of the loyalty activity)
- Points Earned (if you leave this blank it will use the total reward points for that activity)
- Status (approved, pending, denied, expired)
- Notes (internal)
- Rewarded On (date) (any format works MM/DD/YYYY)
- Business Name (what company is associated with rewarding these points)
- Notes (viewable by member)
- Membership ID (this can be used instead of their email, mobile, customer_no or reference)
- Import ID (set this and it will prevent importing of duplicates)
To import your data, place these items in a CSV and follow these steps:
- Login to the PeopleVine Control Panel
- Go to the Company Menu and click on Import Data
- Select "Loyalty Points" from the data you want to import
- Attach your file
- Map the fields
- Click Import