How to import loyalty points and transactions

A Scans import adds points to existing contacts from a .csv file. Use it to bring balances over from a previous program, or to add points for purchases you recorded somewhere else. Every row becomes one transaction on that contact.

Before you start

• The contacts must already exist in Leat. Each row is matched to a contact by email address.
• Decide how the points are calculated:
  • Import using a fixed amount: each row holds the number of points to add.
  • Import using a base amount: each row holds an amount, such as what the contact spent, and your earn rules turn it into points. See How to configure earn rules.

Import the points

1. Go to Data > Imports and click New import.
2. Choose Scans as the type.
3. Under Option, choose Import using a fixed amount or Import using a base amount.
4. Click Continue.
5. Click Upload file, choose your .csv file and click Next step.
6. Click Assign on each column you want to import and choose what it holds:
   • Email address of the contact, always.
   • Credits for a fixed amount, or Base amount for a base amount.
7. Click Next step. Under Select the correct options, choose a Unit and a Business profile. The business profile is the location the points are recorded at. Fill in both: without a unit the import won't start.
8. Click Next step. Check everything under Check your data and give the import a name. Tick Receive a notification when import is completed if you want an email when it's done.
9. Click Import.

The import starts right away. You land on the import's own page, where you can follow its progress and see which rows failed.

What happens next

Imported points count exactly like points a contact earned in store:

• The contact's balance goes up and the transaction shows in their history and under Loyalty > Transactions.
• Automations that react to earned points run for imported points too. Check them before you import a large file, or your contacts may get an email for every row.
• Tiers, wallet passes and webhooks update as well.

If you import the wrong file, correct the balances afterwards as described in Adding and correcting a contact's balance.

What goes wrong

• A row's email address doesn't match a contact. That row fails. Create or import the contact first, then import that row again.
• No unit was chosen. The import won't start when you click Import. Go back to the options step and pick a unit.
• Another Scans import is still processing. Only one can process at a time. Wait for it to finish, then start yours. An older Scans import that never finished and is no longer processing doesn't block a new one.