Importing Customer Points via CSV

Introduction

The Import Points via CSV feature allows you to credit or debit coins for customers in bulk. It’s especially useful when:

• Migrating from another loyalty platform
• Running large-scale campaigns
• Updating multiple customer wallets at once

This guide walks you through selecting an import format, preparing your CSV file, uploading it, and reviewing the data before final submission.

Step 1 - Navigate to Import & Bulk Update

From the left-hand menu:

• Click Customer Data
• Select Import and Bulk Update

Step 2 - Choose Import Option

You will see:

• Import Point
• Import Point with Expiry

These options are ideal when migrating to Nectar or running time-based promotional campaigns. Click Import to continue.

Step 3 - Select Import Format

Choose the format you want to use for the CSV import.

If you are migrating from Smile, choose the Smile format. Alternatively, select the Nector format for standard imports.

Step 4 - Import Using Nectar Format

Alternatively, select the Nector format for standard imports.

Step 5 - Add Adjustment Reason

Enter a description explaining why the coins are being imported. This note will appear in the customer’s transaction history.

Step 6 - Example Description & Download Sample CSV

For example: enter “test campaign.” Download the Sample CSV (Nectar template) to prepare your file.

Step 7 - Fill the CSV File

In your CSV:

• Either email or mobile number is mandatory
• Add the amount of coins
• Define the operation:
  • CR = Credit coins
  • DR = Debit coins

Step 8 - Understand Credit and Debit

• Credit adds coins to the customer wallet
• Debit removes coins
• If left blank, the system defaults to Credit

For bulk uploads with expiry, the CSV includes additional fields.

💡 Tip: Double-check email/mobile accuracy for smooth imports.

Step 9 - Expiry Field for Time-Bound Points

An extra Expiry field specifies how many days the points are valid (e.g., 7 days, 14 days, 1 day). After updating your CSV, save it and upload it in the portal.

Step 10 - Review CSV Preview

Once uploaded, the system displays a preview of the first 50 entries showing:

• Email
• Mobile
• Amount
• Operation

(This limit applies even if your file contains more records.)

Step 11 - Upload the File

Click Upload to begin processing the import.

Step 12 - Return to Customers

The upload process begins. You may click Back to Customers while import continues in the background.

Step 13 - Import Completion Confirmation

Once processing is complete:

• A confirmation email is sent to the registered admin email
• You can download the processed file for expiry imports

Step 14 - Reference for Non-Expiry Imports

For imports without expiry, simply follow the same process. This concludes your instructions. Thank you for following along!

Wrap-Up

You’re now ready to efficiently import customer points in bulk using CSV files!

You can now: ✅ Upload credits or debits for multiple customers ✅ Use Smile or Nectar formats ✅ Add expiry for time-bound reward campaigns ✅ Review data before finalizing ✅ Receive automated confirmation once processing completes

This feature saves time, improves accuracy, and simplifies large-scale reward updates — perfect for migrations, campaigns, and ongoing loyalty management. 💚