If you are migrating from another rewards program, you might want to import existing members data into OnVoard via CSV.

 

Before you Begin

  • Ensure that you have installed Reperks app and data have been fully imported into OnVoard.

  • Members must be imported into OnVoard before you can update points via import. Import will only update details for existing member. It will not create new member.

 

CSV Requirements

  • Must use comma (,) as delimiter.

  • Must use double quotes (") as quote char.

 

CSV Template (Optional)

For starters, you can use this csv template to prepare your import. This template only serves as a guide. Our system is flexible and can handle CSV files with any column names since data can be mapped later on.

 

Import Job

Go to imports job page and add a new import job.

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Select Reperks Members for Data Type and attach csv file for import.

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On next step, specify field mappings and other configurations for import. Below are the available fields.

 

Field

Description

Example

Required

Email

Email for member. This is a required field. It will be used as matching key for member.

john@example.com

Yes

Points

Number of points for member. Will set to this number.

100

No

Date of Birth

Member's date of birth. Preferably in ISO 8601 format.

1995-04-25

No

Created Datetime

Datetime member joined program in ISO 8601 format. By default, our system will auto generate member's created_datetime based on the time member is synced into our system. This however, may be inaccurate if you're migrating from an another rewards program. Having the right created_datetime helps in ensuring the that points are expired more accurately (if you are using points expiration).

2020-02-01T21:11:51.205173-11:00

No

 

  • Email must be mapped. It will be used as matching key for reperks member.

  • Member must already exists before we can import details. Import will not create new member.