Antavo’s Imports module facilitates the configuration of various entities and mass enrollment of customers in the loyalty program by having settings and data fields imported from .csv or JSON files.
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Antavo’s Imports module facilitates the configuration of various entities and mass enrollment of customers in the loyalty program by having settings and data fields imported from .csv or JSON files.
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Find the configuration page of the Imports module by typing ‘Imports’ into the search bar of the Modules 
menu. The page will open to the list of files that have already been uploaded.
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Created at – date of the imported file upload
Created by – Backoffice user who uploaded the import file
Model – the type of data set imported (coupon, coupon pool, event, customer, reward, store, challenge, customer field, customer mapping rule, product, user group)
Status
Uploaded – the import file has been uploaded successfully, but the import settings have not been configured yet
Pending – the import file is uploaded successfully, and the import settings are configured, but the import process has not started yet
Processing – the import process is in progress
Preloaded -the data has already been loaded, and the import of the records will begin shortly
Finished – the import process has been finished
Please note, that the status of the import is still ‘Finished’ if the file has been processed, but some of the records were not imported due to errors described on the Import details page.Failed – the import process has failed
If the issue persists, please contact the Antavo Service Desk.Active - the import configured with repeated scheduling will trigger an import on the next scheduled time
Inactive - the import configured with repeated scheduling will not trigger an import on the next scheduled time
Filename
Filesize
The size of the import file is in bytes.Anchor download download
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Challenges
Create new or update existing challenges that are set up in the Challenge module. Challenge import is executed without including the image of the challenge to facilitate imports more effectively. Please note that images still need to be added when editing a challenge on the GUI afterward, to be able to display it on the membership site properly.Coupons
Import coupons to be used as uploaded coupons of rewards, friend referral coupons or coupon pools.
Coupon imports to coupon pools can also be initiated through the Coupons module, please find further information here.Coupon pools
Create or update coupon pools in the Coupons module.
If the pool uses a set of uploaded coupons as the source of the coupons, make sure to upload them through an aforementioned Coupon import.Customer fields
Import new customer data attributes.Customer Mapping Rules
Create new mapping rules to update customers.Customers
Import new loyalty members or mass update customer data, including labels appended by third-party integrations. Please note, that calculated customer data cannot be imported, in case you need to insert such values contact the Antavo Service Desk.Events
When creating an event import file, please make sure you always add the customer and action columns that include the ID of the customer and the event in the data rows of the import files respectively.Products
Add new or updated existing products that have been added in the Product Catalog module.Stores
Add new stores or update the existing store that is set up in the Stores module.
RewardsAnchor rewards rewards
Create new or update existing rewards that are set up in the Reward module.
Please note, that reward import is executed without including the image of the reward to facilitate imports more effectively. Make sure you upload the reward image(s) on the reward editor interface to be able to display it on the membership site properly.User Groups
Add new groups to the User groups module.
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When importing coupons, please make sure you add the parent column to the import file and populate the rows with the ID of the coupon pool in which the coupons should be imported.
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By default, the CSV or JSON files will be imported right away (‘None’ option), however, importing can be scheduled by selecting the ‘On-date’ or ‘Repeated’ values in the dropdown list. Please make sure you enter the date in a valid format; otherwise, the import will cannot not be executed.
On-date
The import will start on a predefined date and time.
Use the date and time selector to specify the scheduled time by clicking on the icons in the Date and Time fields or enter the details manually.
Repeated
Select this option to set the data import to be triggered periodically.Daily
Set the time of the day when the import should start.
Weekly
Select the day(s) of the week and set the time of the day.
Monthly
Select the day(s) of the month and set the time of the day.
You can use the ‘Last’ value to make sure the import is started on the last day of the month, regardless of the number of days in a given month.
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Scheduling of previously configured imports may be modifiable after being created, please find detailed information below. |
Preload
Enabling the preload option initiates the pre-processing of imported records before insertion into the database. Preloading accelerates the import procedure and highlights any records that cannot be imported.
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File format options
Delimiter – use the dropdown list to select the value delimiter that is used in the file
The default option is the comma, but you can use, a semicolon, pipe, or tab as well.Enclosure – currently, the double quote is the only option to indicate that a delimiter character is used within a single field value
Eg. if a comma is used as the delimiter, the value news, entertainment will be processed as two values of two separate data fields (news and entertainment), however, if you use double quotes as “news, entertainment“, it will be processed as the value of one data field.
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Duplication handling – you can decide how to handle data rows that include entities that Antavo stores in the database already
Skip – the data rows of existing entities will be skipped, and the entity is will be left unchanged
Update – the data rows of existing entities will be processed and the entity gets will get updated according to the CSV file data
Please note, that when updating a set of uploaded coupons, only unassigned coupons can be updated.
Coupon pool – applicable to coupon imports only
Use the dropdown list to select the coupon pool previously configured in the Coupons module to which the coupons should be uploaded.Reward – applicable to coupon imports only
Use the dropdown list to select the coupon type-reward previously configured in the Rewards module to which the coupons should be uploaded.
Click ‘Start import’ to start the import process. Once the import has been started, the settings (except for scheduling settings) are non-modifiable.
Import summary
Once the process has been initiated, the ‘View’ tab is added for monitoring the results of the import process.
While the ‘Log’ details the output of the process, the ‘File info’ summarizes the import file properties.
The 'Results' section shows if the import file was successfully processed and displays the number of:
Entities that were inserted or updated in the database
Duplications handled
Erroneous entries
If the number of errors is a non-zero value, a red ‘errors’ label is displayed in the ‘Results’ section indicating that some of the records were not imported. Please check the 'Log' sections to learn more about why the import failed.
Creating an import file
Header
In the first row of the CSV or JSON file, define the name of the data field as the headers of your data columns. You can use the name of the loyalty target fields, but you can map the fields of the import file with the loyalty fields during the import setup, through the ‘Field Settings’ section.
The example below shows how the header of a reward import would potentially look in the import file without mapping.
status,type,name,description,start_date,end_date,points |
When importing events, don’t forget to add the customer and action columns otherwise your import will fail.
Rows
As soon as the headers are ready, add the data values in subsequent rows, each row representing one item to register.
The example below shows the content of the reward import file with the headers and the rewards to import.
status,type,name,description,start_date,end_date,points |
inactive,downloadable,reward name,reward description,2021-05-31,2021-06-30,1500 |
There’s no limit on the number of items to be included in an import file.
Import details
After the import has been created, you are automatically navigated to the View tab of the import page to track the status of the import which is visible in the upper right corner. In the ‘Log’ section, you can find the list of errors that may have been encountered during the import process.
The ‘Result’ section gives you the following insights:
Inserted - number of records that were inserted during the import process
Uploaded - number of data values that were updated during the import process
Duplication - number of data values that were already registered in the field
Errors - number of records that were not processed due to an error indicated in the ‘Log’ section of the page
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You can reach the Import details page anytime from the Imports list by clicking the ‘Details’ button of the import.
Downloading import files
There is a possibility to download previously imported files by following these steps:
Navigate to the Imports module page
Click the ‘Details’ button in the corresponding row
Navigate to the View tab that will show you the ‘File info' section on the right-hand side
Click the name of the import file
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The file will be downloaded with the same filename and format as it was previously imported.
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In order to prevent access to personally identifiable information, Backoffice administrators can determine which access level users can perform downloads under the Roles page. |
Inactivate and reactivate repeated imports
You can inactivate repeated scheduled imports anytime by following these steps:
Click the ‘Set inactive' action button on the upper right corner
Confirm your choice in the dialog that appears.
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Once the import is inactivated, the button is replaced by a ‘Set active’ action button that you can use when you decide to reactive the import again.
Change import schedule
The scheduling of previously created scheduled imports can be updated through the Import page by following these steps:
Navigate to the Imports module page
Click the ‘Details’ button in the corresponding row
Navigate to the Change Schedule tab
- Modify scheduling settings as needed
You can either select a coupon pool,
or select the ‘Based on the chosen file’ option if the ID of the coupon pool has been added as a data column in your import file.
Reward
This option is only applicable if you upload coupons directly from the reward configuration page instead of using a coupon pool created in the Coupons module.
Use the dropdown list to select the coupon type-reward previously configured in the Rewards module to which the coupons should be uploaded.You can either select a reward,
or select the ‘Based on the chosen file’ option if the ID of the reward has been added as a data column in your import file.
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Please note, that if you select a coupon pool or reward but add the ID of another pool or reward to the applicable column of the import file, this data column values are ignored and all the coupon codes will be uploaded to the selected coupon pool or reward automatically. |
Click ‘Start import’ to start the import process. Once the import has been started, the settings (except for scheduling settings) are non-modifiable.
Import summary
Once the process has been initiated, the ‘View’ tab is added for monitoring the results of the import process.
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If the import preload has been enabled, the Log section on the View page is empty, all the record-level results are listed under the Preloaded data tab. |
While the ‘Log’ details the output of the process, the ‘File info’ summarizes the import file properties.
The 'Results' section shows if the import file was successfully processed and displays the number of:
Entities that were inserted or updated in the database
Duplications handled
Erroneous entries
If the number of errors is a non-zero value, a red ‘errors’ label is displayed in the ‘Results’ section indicating that some of the records were not imported. Please check the 'Log' sections to learn more about why the import failed.
Creating an import file
Header
In the first row of the CSV or JSON file, define the name of the data field as the headers of your data columns. You can use the name of the loyalty target fields, but you can map the fields of the import file with the loyalty fields during the import setup, through the ‘Field Settings’ section.
The example below shows how the header of a reward import would potentially look in the import file without mapping.
status,type,name,description,start_date,end_date,points |
When importing events, don’t forget to add the customer and action columns otherwise your import will fail.
Rows
As soon as the headers are ready, add the data values in subsequent rows, each row representing one item to register.
The example below shows the content of the reward import file with the headers and the rewards to import.
status,type,name,description,start_date,end_date,points |
inactive,downloadable,reward name,reward description,2021-05-31,2021-06-30,1500 |
There’s no limit on the number of items to be included in an import file.
Import details
After the import has been created, you are automatically navigated to the View tab of the import page to track the status of the import which is visible in the upper right corner. In the ‘Log’ section, you can find the list of errors that may have been encountered during the import process.
The ‘Result’ section gives you the following insights:
Inserted - number of records that were inserted during the import process
Uploaded - number of data values that were updated during the import process
Duplication - number of data values that were already registered in the field
Errors - number of records that were not processed due to an error indicated in the ‘Log’ section of the page
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You can reach the Import details page anytime from the Imports list by clicking the ‘Details’ button of the import.
Downloading import files
There is a possibility to download previously imported files by following these steps:
Navigate to the Imports module page
Click the ‘Details’ button in the corresponding row
Navigate to the View tab that will show you the ‘File info' section on the right-hand side
Click the name of the import file
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The file will be downloaded with the same filename and format as it was previously imported.
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In order to prevent access to personally identifiable information, Backoffice administrators can determine which access level users can perform downloads under the Roles page. |
Inactivate and reactivate repeated imports
You can inactivate repeated scheduled imports anytime by following these steps:
Click the ‘Set inactive' action button on the upper right corner
Confirm your choice in the dialog that appears.
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Once the import is inactivated, the button is replaced by a ‘Set active’ action button that you can use when you decide to reactive the import again.
Change import schedule
The scheduling of previously created scheduled imports can be updated through the Import page by following these steps:
Navigate to the Imports module page
Click the ‘Details’ button in the corresponding row
Navigate to the Change Schedule tab
Modify scheduling settings as needed
Switching between On-date and Repeated schedule types is not possible.Click ‘Update’ to save your changes
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Please note that changing schedule settings is not applicable to On-date scheduled imports that have already run their coursescourses. |
Preloaded data
If import preload is enabled, preloaded records are displayed once the import process is initiated and pre-processing is completed.
The following information is displayed for each record:
Row number - The ordinal number of the row
Status - Status of the record import (pending, finished, failed)
Error - Error occurred during the import process, if any
Imported at - Date of the import execution
By clicking the > icon at the beginning of each row, you can access detailed information about the preloaded record:
Field name
Field value
Field target (the value provided in the ‘To’ field under Field settings, if any)
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Using the search bar on the top, items can be filtered by status and row number.
Logs
A 'Logs' tab is automatically added if the import was created with repeated scheduling. The page lists all the runnings of the configured import with the date of running, and the current status which can possibly be:
Processing – the import process is in progress
Success – the import process has finished
Failed – the export process has failed
Please contact the Antavo Service Desk for further information if the issue persists.
At the end of each row, you can find a ‘Download’ button to download the import file.
If you choose the turn on the preload option during import setup, you can browse the preloaded data of each import occurence by clicking the corresponding 'Preloaded data' button.
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