Import loyalty members from another system

In short: upload a CSV in Loyalty › Import Members, check the counts, choose whether to email members, then click Start import.

Before you start

Use a CSV under 20 MB with an email address on every row. Name, phone and points are optional, for example first_name, last_name, email, phone, points. Column names are matched loosely, so a Square or spreadsheet export works as it is.

Upload and check

1. Go to Loyalty › Import Members, then choose your scheme.
2. Click Import CSV and choose your file.
3. Click Upload and check. Nothing is sent yet.
4. Check the counts, such as Valid and Invalid, and What happens when you start.

Start the import

1. Send emails to members starts on. New members get the welcome email, and existing members whose balance goes up get the points-added email. Turn it off to load members before you launch.
2. Add points on top of existing balances starts off, so the file's points replace existing members' balances. Turn it on to add them instead.
3. Click Start import.
4. Click Start import again to confirm. This cannot be undone.

Check it worked

The status moves from Importing to Complete.

If it does not work

• Invalid rows are skipped. Filter rows by Invalid to see why, fix the file and upload it again.
• Complete with issues: click Retry failed rows.
• Stalled or Cancelled: click Resume import.
• The file never arrived: choose the file again and click Upload and check.

Email support at agent@stampede.ai with:

• The scheme name.
• The file name and upload date.
• A screenshot of the import page.

Good to know

• For existing members, only a blank name or phone is filled in. Nothing already there is overwritten.
• Stop stops a running import, and you can resume it later.
• Delete removes the import and its row report. Members it enrolled stay enrolled.
• New members get Apple Wallet and Google Wallet passes.
• Only Admin, Moderator, General Manager, Bookings Manager and Marketing can see Loyalty.