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 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.
Go to imports job page and add a new import job.
Select Reperks Members for Data Type and attach csv file for import.
On next step, specify field mappings and other configurations for import. Below are the available fields.
|Email for member. This is a required field. It will be used as matching key for firstname.lastname@example.org||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|
- Member must already exists before we can import details. Import will not create new member.