CSV upload

You can reach the CSV upload page by clicking on the My Business button in the top navigation, then Add / Redeem and then CSV upload on the top right of the page. Please note that you must have Admin or Employee level privileges to access this page.

1. Select the location

1. Choose the location

   • When granting or redeeming points, you need to specify which location these points are coming from.

2. Use a Generic or Corporate Location

   • If your business is membership-based and your customers have different “home” locations, we recommend selecting a more generic (e.g., “Corporate” or “Head Office”) location if you’re awarding points across multiple home locations.

   • This helps standardize the point upload process and avoids location-specific complications.

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2. Select the earning or redeeming rule

1. Identify the appropriate rule

   • Are you adding points or redeeming them on behalf of customers? Choose the appropriate rule.

2. One-off bulk adjustments

   • If you’re uploading points as a special, one-off action (e.g., a promotion or a customer service adjustment), select a Point Adjustment Earning or Redeeming rule.

   • Important: Point Adjustments do not trigger “earned points” or “redemption” notification emails to the customer.

3. How the quantity of points is calculated

   • The quantity you enter in your CSV will be multiplied by the point value in the selected earning or redeeming rule.

   • Example: If one “class attended” equals 5 points, and your CSV has [e-mail],3, then John receives 15 points (3 × 5).

   • For Point Adjustments, the multiplier is effectively 1, meaning if you enter 5 as the quantity, the customer will get 5 points.

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3. Upload the CSV file

1. Prepare your CSV

   • The CSV file must have two columns:

     1. Email Address (customer’s email)

     2. Quantity (number of units—this will be multiplied by the point value for your rule)

   • Sample CSV format:

     [e-mail],10
     [e-mail],15
     [e-mail],5

2. Excel tips

   • Column order: Ensure the first column is the email address, and the second column is the quantity.

   • No formulas: The quantity cell should contain a raw number (not a formula). If necessary, copy and paste "values" in Excel to convert formulas into plain numbers.

   • No extra commas: Avoid adding commas to either the email address or quantity fields.

   • Remove headers: If you have a header row, delete it before saving. The system expects data rows only.

   • Save as CSV: When you’re finished, click “Save As” and select “CSV” as the file format.

3. Upload the file

   • Within your admin area, locate the “Upload CSV” (or similar) function.

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Tips

• Test with a small batch: Upload a few records first to confirm everything works as intended before doing a large bulk upload.

• Keep records: Keep a copy of your CSV in case you need to double-check your entries or confirm points awarded.

• Be mindful of email addresses: Typos in emails can lead to points going to the wrong accounts or not being awarded at all.