Matching transactions with customers from a XML file¶
If you have the transactions, which aren’t linked with the customers accounts, you can match a lot of transactions with the customers through importing a XML file in your Open Loyalty Admin.
Imported XML file will create a transactions for each record in the file.
To import a transaction from a file:¶
- On the Admin sidebar, tap Transactions. Then, choose All transactions
Import match with customerat the top of the page, next to
Match with customer
- In the Match customer with transaction dialog, click
Uploadand then choose your customer XML file
- When file selected, click
The transactions records which you’ve added to the XML file will appear on the customer profile page in Transactions overlap in your Open Loyalty Admin.