Import Customers list¶
If you have a customer list that you want to add to your Loyalty Program, you can enter it into a customer XML file and then import it in your Open Loyalty Admin.
Importing a XML file will create a customer in your Loyalty platform for each email address, phone number and loyalty card number in the file.
Any customers with duplicate email addresses, phone numbers or loyalty card number will be skipped during an import
To import a Customer list from a file:¶
- Tap Customers on the Admin sidebar and choose All Customers
Importat the top of the page, next to
Uploadin the Import Customers dialog and choose your customer XML file
- When file is selected, click
The customers, whose records you’ve added to the XML file, will appear in the All customers list in your Open Loyalty admin
For all imported customers (on the provided in XML file email addresses) Welcome email with temporary password is sent.
Customers accounts are active instantly, so after email receiving they can simply log in to theirs account using individual e-mail address (from XML file) and temporary password (from the Welcome email)