Importing transactions from a file

If you have a transaction that you want to add within your Loyalty Program, you can enter it into a transactions XML file and then import it in your Open Loyalty Admin.

Import Transactions

Imported XML file will create a transaction for each record in the file.

To import a transaction from a file:

  1. On the Admin sidebar, tap Transactions. Then choose All transactions
  2. Click Import at the top of the page, next to Match with customer
Transactions Import Button
  1. In the Import transactions dialog click Upload and then choose your customer XML file
  2. When the file is selected, click Import
Import Transactions

The transactions records which you’ve added to the XML file will appear in the All transactions list in your Open Loyalty admin.