You can easily import your data to Peoplevine by placing it in a CSV file and mapping the data to the appropriate fields in Peoplevine. Import existing contacts/people and products directly and hit the ground running.
Overview
Overview
You can easily import your data to Peoplevine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Check out this guide for some samples and the overall data model.
Gift Card / House Credit Balances (sample csv)
Vanity URLs for SEO (sample csv)
Customer CRM Data (sample csv)
Directory (sample csv)
Membership Data (sample csv)
Parent Membership (sample csv)
Inventory (sample csv)
Order Data (sample csv)
Products (sample csv)
Loyalty Members (sample csv)
Loyalty Redemptions (sample csv)
Events (sample csv)
Event Attendees (must use link on event menu) (sample csv)
Export out of an existing service
Export out of an existing service
Import general contacts
Import general contacts
Once logged into Peoplevine, navigate to the control panel by click the ⚙ cog icon on the right hand side.
Select Import Customers under Settings and Tools.
From this screen choose a .CSV file of customers you would like to import and select 'Load File'
We will now display all the headers from Row 1 and display the ability to map your data to Peoplevine CRM.
A few things you should know: Mapping is used to attach the data to a CRM record. You must map either email address or mobile number (or nothing will import) If we find an existing email address or mobile number, we'll update their data to prevent duplicate records.
**Choose an Import Label if you would like to segment this group with an Import Label Attribute
Once everything is mapped, click Process Import.
We will send you an email confirmation when the import is complete.
Please note we DO NOT recommend that you import people that have opted out from your other platform (or at least set the opt_in_email value to N). This will ensure that your customers don't feel like they're being spammed (which can tarnish your brand).
Import existing members
Import existing members
Peoplevine provides you with the means to import data directly into your account. When importing members into the platform, please follow these steps:
You first need to import your customer list:
Ensure your spreadsheet is saved as a CSV file.
Then under the company tools (click on your company name), click Import Data.
Select that you are importing People / Customers.
When mapping the data, ensure you map either an email address or mobile number. Skip over the membership related fields.
2. While your customers are being imported, you need to set up the membership types in Peoplevine.
When setting up these membership types, make sure you create a membership sku which you will refer to in your CSV file.
Keep in mind you can match imported data to the fields on a membership card, so ensure you set those up properly (e.g. Field 1).
3. After your customers are imported and the membership types are setup, you can now import your members.
Go to the company tools and click on Import Data
Select Members to a Membership from the import type
Attach the CSV file
Map the data (ensure that you have mapped a membership_sku along with some identifier of the customer such as email or mobile number; membership status should be set to active, inactive or pending)
Click Import
If you'd like each new member to receive an e-mail confirmation, we suggest you setup an Instant Notification Template which would automatically send an email or an SMS to the member with a link to download their digital membership card. Keep in mind if you don't want them to receive a notification, you must set the notification to draft while importing.
Import data via API
Import data via API
Connecting to the Peoplevine API allows you to import data in either batch or real-time. To learn more about our API visit http://api.peoplevine.com.
Import Transactions
Import Transactions
Peoplevine allows you to migrate transactions from another platform directly into Peoplevine either via our API or via importing transactions via a CSV file. Follow these steps to import via a CSV:
Export your transaction data from another system. Ensure you export to a CSV file. If the other system doesn't support that, then you may need to open in Microsoft Excel and then click Save as CSV (comma separated values).
Login to your PeopleVine account at https://control.peoplevine.com
Click on Sell and under transactions click Import Transactions
Select your CSV file
Map the fields in your CSV to the fields in Peoplevine
Click Import
Once completed, Peoplevine will then send you an e-mail after the data was successfully imported.
Please note the following when importing data:
It is important you map a "Charged On" date so it shows up properly in your reporting. Otherwise it will default to 1/1/1900 12:00 AM
We will prevent uploads of duplicate items that match the same time, amount, customer, PO# and transaction ID.
If you need to disable or cancel transactions, you can set the Transaction Status to "cancelled". If nothing is provided for the status we will assume it was successfully "processed".
We will ONLY import transaction data that has a matching customer either by email address, mobile number or their customer reference (external ID). You can also supply their customer_no if known.
Import gift cards
Import gift cards
Setting Up Your File
There are a few things you need to make sure your file has and a few ground rules. First, make sure your file has at least these fields:
Current Value
Email Address
If you don't supply a certificate number, we'll auto-generate one for you. The platform will also default the type of certificate to a gift certificate.
Importing Your File
Now that you have your data, make sure you save it to a CSV file. Then follow these steps:
Login to the PeopleVine Control Panel
Go to the Company Tools > Import Data
3. Attach the CSV file with at least the current value and email address.
4. Once uploaded, it will then prompt you to map the fields to the available fields for the import.
You can map the following fields when setting up your gift certificates:
Certificate Number (auto generated if not supplied)
Initial Value
Current Value
Status (active or inactive)
Gift Card Pin
Expires On
Created On / Issued On
Gift Card Type (giftcard, rewardcert, promocert)
A customer identifier is suggested to assign to an ownerEmail AddressMobile NumberCustomer_noCustomer Reference
The default values are highlighted if you don't supply anything. The expires on will default to your gift card settings. If a serial number already exists, we will update the values.