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Importing loyalty data

If you are replacing an existing loyalty system with Talon.One, you can import all loyalty points and loyalty cards from the old system into Talon.One.

Overview
Importing loyalty data to Talon.One.

Prerequisites​

  1. You have created a profile-based loyalty program and a card-based loyalty program in Talon.One.
  2. You have created a Management API key that allows access to the Import loyalty points and/or Import loyalty cards endpoints.

Importing loyalty points​

Step 1: Collecting the existing loyalty points​

From your legacy loyalty system, export the existing loyalty points in any format available, ideally as CSV.

This step depends on your loyalty system, which usually offers an API, a CSV export functionality, or a way to export points directly from the database.

Step 2: Generating a CSV file to import the loyalty points​

Talon.One requires your loyalty points to be provided as a CSV file:

  • Use the following sample to create a loyalty points CSV file to import into a customer profile.

    Loyalty point CSV structure
    customerprofileid,amount,startdate,expirydate,subledgerid,reason
    URNGV8294NV,100,2020-11-10T23:00:00Z,2020-11-11T23:00:00Z,subledger1,appeasement
    note

    See the column descriptions in the Import loyalty points docs.

  • Use the following sample to create a loyalty points CSV file to import into a loyalty card:

    Loyalty card CSV structure
    identifier,amount,startdate,expirydate,subledgerid,reason
    summer-loyalty-card-0543,100,2020-11-10T23:00:00Z,2020-11-11T23:00:00Z,subledger1,appeasement
    note

    See the column descriptions in the Import loyalty cards docs.

Step 3: Importing the loyalty points​

You can import loyalty points into a customer profile or into a loyalty card programmatically using the Import loyalty points endpoint, or directly from the UI.

Importing loyalty points programmatically​

Send a request to the Import loyalty points endpoint with your generated CSV file as the payload. Assuming you have your CSV file saved in the same folder, the curl request looks as follows:

curl https://example.talon.one/v1/loyalty_programs/$YOUR_LOYALTYPROGRAMID}/import_points \
 -H "authorization: ManagementKey-v1 $YOUR_API_KEY" \
 -F "file=@/path/to/yourfile.csv"

Importing loyalty points from the UI​

When you import loyalty points, they are added to potential existing points for a given customer profile.

  1. On the leftmost menu, click Loyalty.
  2. Click the name of the program where you want to import points.
  3. At the top right of the dashboard, click Manage Loyalty Data > Import Loyalty Points.
  4. In the pop-up that appears, click Upload a CSV file to select the CSV file of loyalty points from your computer.
  5. Click Import Loyalty Points.

Importing loyalty cards​

Step 1: Collecting the existing loyalty cards​

From your legacy loyalty system, export the existing loyalty cards in any format available.

note

This step depends on your loyalty system, which usually offers an API, a CSV export functionality, or a way to export cards directly from the database.

Step 2: Generating a CSV file to import the loyalty cards​

Talon.One requires your loyalty cards to be provided as a CSV file.

Use this sample to create a loyalty cards CSV file to import into a card-based loyalty program:

identifier,state,customerprofileids
123-456-789AT,active,JaneDoe;UserA
note

The sample contains all supported columns. The customerprofileids column is optional. See the column descriptions in the Import loyalty cards docs.

Step 3: Importing the loyalty cards​

You can import loyalty cards into a card-based loyalty program programmatically using the Import loyalty cards endpoint, or directly from the UI.

Importing loyalty cards programmatically​

Send a request to the Import loyalty cards endpoint, with your generated CSV file as the payload. Assuming you have your CSV file saved in the same folder, the curl request looks as follows:

curl https://example.talon.one/v1/loyalty_programs/$YOUR_LOYALTYPROGRAMID}/import_cards \
 -H "authorization: ManagementKey-v1 $YOUR_API_KEY" \
 -F "file=@/path/to/yourfile.csv"

Importing loyalty cards from the UI​

  1. Click the name of the card-based loyalty program where you want to import cards.
  2. On the left-side menu of the program, click Loyalty Cards.
  3. At the top right of the page, click Import Cards/Points > Import Loyalty Cards.
  4. In the pop up that appears, click Upload a CSV file and select the CSV file with the cards you want to import.
  5. Click Import Cards.
note

The readiness of your cards depends on the status and Customer ID info in the imported CSV file. Read more about managing loyalty cards.