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How to Import Customer Reward Point Adjustments

Updated

This article explains how to use the Customer Reward Point Adjustments import to increase, decrease, or reset loyalty points for existing customers in Pulse Commerce. Loyalty Reward Points are part of the Customer Loyalty Program, allowing customers to earn points for purchases and redeem them on future orders.

Note: The Loyalty Rewards Points module is an advanced add-on that must be enabled for your site. If you do not have access to this feature, contact Pulse Commerce Support.

Recommended Approach: If you are importing data for the first time, it is recommended to enter the first 10 reward-point adjustments using the Customer Loyalty interface in the Admin panel, then export the existing reward point data and use that export as a guideline when preparing your import file.
🔍 Understanding the Customer Reward Point Adjustment Import

The Customer Reward Point Adjustment Import allows you to modify reward point balances for existing customers. It supports:

  • Adding reward points (positive values)
  • Subtracting reward points (negative values)
  • Completely resetting a customer's reward points to zero

This import adjusts point balances for existing customers only. It does not create customer accounts. The email address in each row must match an existing record in your system.

Important Identification Rule:

  • Adjustments are matched using the customer’s Email Address.
  • Email addresses in the file must exactly match email addresses already stored in the system.:contentReference[oaicite:1]{index=1}
📝 Reward Point Adjustment Import – Step-by-Step Instructions

Download the Template and Legend

1 Navigate to Import/Export > Import in your admin panel.

2 Locate the Customer Reward Point Adjustments Import row.

3 Click Download default Template to obtain the CSV.

4 Click Legend to download the field definitions document.

Download Import Templates:

Right-click and “Save As” if the file opens in your browser instead of downloading.

Prepare Your Import File

5 Open the CSV template in Excel, Google Sheets, or a text editor.

6 Fill out your adjustments following the legend. Required fields are marked with an asterisk (*).:contentReference[oaicite:2]{index=2}

Required Fields (Reward Point Adjustment Import):

  • Customer Email* – Email of the customer whose reward points you are adjusting. Must already exist in the system. Must not exceed 100 characters.:contentReference[oaicite:3]{index=3}
  • Reward Points* – The number of points to adjust (positive or negative). Negative adjustments cannot reduce the customer’s balance below zero. Numeric only.:contentReference[oaicite:4]{index=4}

Optional Field:

  • Clear All – If set to Yes, all existing reward points for that customer are reset to 0. When Clear All = Yes, the Reward Points value is ignored. If blank or No, existing points are not reset.:contentReference[oaicite:5]{index=5}

Key Field Definitions

Field Name Description Rules / Behavior
Customer Email* Identifies the customer receiving the adjustment. Must match an existing customer’s email exactly; cannot create new customers.:contentReference[oaicite:6]{index=6}
Reward Points* Adjustment amount (positive or negative). Cannot make customer’s reward point balance go below zero. Numeric only.:contentReference[oaicite:7]{index=7}
Clear All Resets all reward points for the customer.

If Yes:

  • All existing reward points reset to 0
  • Reward Points value in the row is ignored

If blank or No: existing balance is not reset.:contentReference[oaicite:8]{index=8}

Upload and Process the Import

7 Save your completed file as a CSV.

8 Return to Import/Export > Import.

9 Select the radio button next to Reward Point Adjustments Import.

10 Click Choose File and select your CSV.

11 Click Import to begin processing.

Processing Time: Reward point import files usually process quickly because they contain only a few columns. For large-scale adjustments, consider running a small test batch first.

Verify the Import

12 Navigate to Customers > Search Customers in your admin panel.

13 Search for several customers whose reward points were adjusted.

14 Open each customer record and review:

  • Current Reward Point Balance
  • Whether positive or negative adjustments applied correctly
  • Whether customers marked with Clear All = Yes were reset to zero

 

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