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.

Match Customer With Transaction

Imported XML file will create a transactions 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 match with customer at the top of the page, next to Match with customer
Transactions Import Button
  1. In the Match customer with transaction dialog, click Upload and then choose your customer XML file
  2. When file selected, click Import
Match Customer With Transaction

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.