Import Reward Certificate Codes

To create Reward certificate codes for a Reward, the platform allows you to import a file containing the code values. When importing the certificate codes on the Reward Certificates screen, you can associate the codes with any Certificate-type Reward.

Note: You can also import Reward certificate codes from the Definition tab of the Reward Details screen for a Certificate-type Reward. When importing certificate codes on the Reward Details screen, the certificate codes will be associated with the selected Reward. See Import Reward Certificate Codes for more information on that process.

When importing certificate codes on the Reward Certificates screen, the import file should be either comma-delimited or semicolon-delimited, and include the following columns:

• code: The certificate code value.

• reward_id: The ID for the Reward to which this code is to be associated; this value can be found within the URL when viewing the Reward Details screen. For example:

  • … loyalty.engageplatform.com/console/rewards/158

To import a file of Reward certificate codes from the Reward Certificates screen:

1. Select Rewards from the top navigation bar, then select Rewards > Reward Certificates from the side navigation menu. The Reward Certificates screen is displayed.

2. From the Actions drop-down menu, select Import Reward Certificates. The Create New Import pop-up window is displayed.

3. Enter or select the desired configuration options. The different sections available within this window are described below in detail.

4. When finished, click Submit to execute the import process.

File Options

This section defines the basic properties of the import file.

1. From the Import Method drop-down menu, define how you want the platform to handle the import records:

   • Insert Data or Update if Duplicate: The platform will create new records and update existing records.

   • Insert Data or Skip if Duplicate: The platform will create new records only; updates to existing records are ignored.

   • Update Data or Skip Insert: The platform will update existing records only; new records are ignored.

2. The Find Options field is automatically populated with the required columns for this import type. Optionally, depending on the type of object being imported, you may be able to select additional columns on your import file. Add these additional columns in the order in which they appear in your file.

3. Optionally, to import blank values, select Yes next to Include Include Blank Values.

4. The platform supports email and phone number syntax validation on the appropriate import fields. Optionally, to run this validation, select Yes next to Validate Records.

5. If you have Business Units enabled in your account, select a Business Unit from the Business Unit drop-down menu.

6. To send email notifications following a successful import process, enter one or more email addresses in the Success Import Email Recipients field.

7. To send email notifications following a failed import process, enter one or more email addresses in the Failed Import Email Recipients field.

8. To select the import file, click Choose File. Browse to and select the desired file, then click Open.

9. Select the column separator used in the import file: Comma or Semicolon.

Import Options

This section provides additional options regarding the use of Lookup tables in the import process:

1. Click Add Options.

2. To use a Lookup table, select the desired table from the Lookup Table drop-down menu.

3. From the Lookup Column drop-down menu, select the desired column on the Lookup table.

4. Enter a value in the Rename as field.

5. In the Find by Columns field, select one or more columns used to identify existing records in the database.

6. If the Lookup table is required, select Yes next to Required.

7. If you want to stop the import process if a duplicate record is found, select Yes next to Abort on Duplicate Record.

8. Optionally enter any additional conditions as Groovy expressions in the Condition field.

9. Optionally, click Delete to remove the additional import options.