Step 1 : Import for contacts with a valid email address
In the left menu, click on Contacts
Click on Import contacts
In the window that opens, click on download an example to retrieve the CSV template
Open the file and fill in the following columns, strictly respecting the order and exact labels :
Column | Content |
Email address | Contact's email |
Last name | Last name |
First name | First name |
Number | Without country code |
Number of points | Points to assign |
Opt-in | 1 if opt-in |
| Bankroll amount × 100 (e.g.: €15 = 1500) |
Date of birth | Format dd/mm/yyyy |
| Number of bankroll validity days (e.g.: 15) |
| Tags to associate, separated by an underscore _ |
Save the file in CSV format (comma-separated values)
In the modal, drag or select your file, then configure the options :
Establishment : select the relevant establishment
Phone prefix : choose the country prefix (e.g.: FR +33)
Update if existing : check to update already existing contacts
Change the loyalty card establishment of existing contacts : check if necessary
Add new contacts to a list : check to group them in a list
Click on Confirm
Verify the import by searching for a contact in the database
Step 2 : Import for anonymous cards (bankroll reload)
Retrieve the anonymous addresses from the card batch :
In the left menu, click on Loyalty
Click on the card batch to reload
Click on Download as Excel
Retrieve the anonymous email addresses from the file
Associate a bankroll with the anonymous addresses :
In the left menu, click on Contacts
Click on Import contacts
Download the CSV template via download an example
Fill in only the necessary columns :
Column | Content |
Email address | Anonymous addresses retrieved from the batch |
| Bankroll amount × 100 (e.g.: €15 = 1500) |
| Number of validity days (e.g.: 15) |
Save as CSV, import the file in the modal, select the establishment and click on Confirm
Verify the import by searching for a contact in the database