> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# Import Points With or Without Expiry

# Importing Customer Points via CSV

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## **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**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_ywlkfw.jpg)

## **Step 2 - Choose Import Option**

You will see:
• **Import Point**
• **Import Point with Expiry**
These options are ideal when migrating to Nector or running time-based promotional campaigns.
Click **Import** to continue.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_1wj75nm.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_guz7xd.jpg)

## **Step 4 - Import Using Nector Format**

Alternatively, select the **Nector format** for standard imports.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_ebnacu.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_1b5rrao.jpg)

## **Step 6 - Example Description & Download Sample CSV**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_1tvae4j.jpg)

## **Step 7 - Fill the CSV File**

In your CSV:
• **CR = Credit coins**
• **DR = Debit coins**
• **CR = Credit coins**
• **DR = Debit coins**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_1wugq0d.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_1u6r0qi.jpg)

## **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.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_x9vs4k.jpg)

## **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.)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_1g1y70w.jpg)

## **Step 11 - Upload the File**

Click **Upload** to begin processing the import.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_nx2lpi.jpg)

## **Step 12 - Return to Customers**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_1rime8x.jpg)

## **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

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image13_18ve42.jpg)

## **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!

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image14_e1mno6.jpg)

## **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 Nector 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. 💚