Import reward points history
The migration of reward points is done by importing the points history, row by row, in a .csv format. If a client wants to keep track of all the entire points history for each contact, this import allows you to do that. Or you can choose to only import the current balance for each contact with only one row per contact. Both negative and positive values can be migrated.
You can choose, as a key, either of the attributes memberNumber, contactId or externalId.
For a successful migration:
Confirm that all contacts have the key you have chosen and that it is set
Do not have more than 20,000 rows in each file
Make sure the file is .csv format, UTF-8 encoded and semicolon separated
In the Type column, use only Purchase, Return, Adjustment or BonusCheck
Column name | Description |
|---|---|
*MemberNumber or *ExternalId or *ContactId | Key (hard-coded to attribute memberNumber) or Key (hard-coded to attribute externalId) or Key (hard-coded to attribute contactId) |
*CreatedOn | Date and time for event |
*Amount | Value, positive and negative |
*Type | Purchase, Return, Adjustment or BonusCheck |
Description | Optional string |
CreatedBy | Optional string |
The first four columns above are mandatory. The last two are optional although highly recommended. Type does not affect how the value is interpreted.
Note
Note that column names use Pascal notation (the first letter is capital).
Example
Remember that column 1 can be MemberNumber, ExternalId or ContactId, depending on what key you are using.
MemberNumber | CreatedOn | Amount | Type | Description | CreatedBy |
10000002 | 2019-01-21 10:37:59.000 | -400 | Return | Return | bonusImport |
10000002 | 2019-01-21 10:36:59.000 | -400 | BonusCheck | Converted to bonuscheck | bonusImport |
10000002 | 2019-01-20 10:36:58.000 | 300 | Purchase | Accessories - Bag brand | bonusImport |
10000002 | 2019-01-19 10:36:57.000 | 100 | Purchase | Pants - Black perfect fit | bonusImport |
10000002 | 2019-01-19 10:32:58.000 | 4000 | Purchase | Skis - Project 100 | bonusImport |
10000002 | 2019-01-01 00:00:00:000 | 3600 | Purchase | Accumulated remaining bonus 2018 | bonusImport |
In the example above, all remaining reward points from 2018 have been aggregated to a single row and all adjustments for 2019 have been kept as single rows.
The file should now be placed on the client's ftp inside a folder named BonusTransactionImport.
Remember to keep your files to 20,000 posts/rows or less.
File example
You can see an example of the correct format by downloading this example CSV file.
Here is the example of the format in Excel.
Starting the import
Processing the file must be manually triggered by your Voyado Engage team.
The result, including the validation check, will be shown in the integration log under Data migration.