Manual Points Upload Capabilities

Updated at April 23rd, 2025

Background

Bulk points upload provides the ability for an admin to award points against a particular action for a group of users. Capabilities for bulk points upload include:

Ability to award points only for Opted-In loyalty users
Ability to opt-in users in the loyalty program and award points according to upload data
Ability to award points defined for a particular action or award custom points against any action
Ability to capture a reason against any points adjustment entries
The above capabilities are also available for sites with multi-point-buckets

How to Upload Files for Bulk Points Adjustments

Navigate to Reports > Loyalty > Points Report from the site admin.
From the report header, click on + Bulk Upload button and a popup will appear. Select the action to use for the adjustment.
Once an action is selected, another popup will appear with additional details. This popup includes detailed instruction for the upload file and provides a sample file for the manual points upload. More details on the relevant fields are as following:
- Download sample file link: allows the user to download a sample file for point upload
- Select Action dropdown: shows which action should be used to award the points. User has the option to change their earlier section from here as well.
- File upload: enables the user to choose the file containing points and other additional details.
- Opt-In Non Members flag: Off by default. If this flag is enabled then users in the upload file who are not part of the loyalty program will be added to the program with opt-in status of yes, then points will be awarded to the user. If this flag is off then new members will be created in the system as opt-out users and points will not be awarded.
- Email Address textbox: enter email address for notification related to the upload process.

File Format and Field Explanations

A sample file downloaded from the popup will contain a number fields (depending on MPB vs non-MPB sites). In the popup instruction, it is stated that only the uid field is mandatory. Rest of the fields are optional, with the exception of action id 100 where points value is also expected. Additional description for each fields are detailed below:

Uid: (Mandatory Field) Provide the loyalty user id for whom the points should be awarded.
First Name: (Optional Field) User may choose to provide data on this field, this is only necessary when non-member records are created in the system. Otherwise can be kept blank.
Last Name: (Optional Field) User may choose to provide data on this field, this is only necessary when non-member records are created in the system. Otherwise can be kept blank.
Points: (Mandatory only for Action ID 100) For manual points adjustment (action id 100), data is required on this field. For other actions, if this field is left blank then the points defined in the action settings will be awarded to the user. If a value is defined on the Points field, then it will override the action points defined in Annex system. This field can accept both positive and negative values.
Reason: (Optional Field) Optional field to capture a reason against the adjustment.