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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Scheduling of previously configured imports may be modifiable after being created, please find detailed information below. |
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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 will be left unchanged
Update – the data rows of existing entities will be processed and the entity 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
Use the dropdown list to select the coupon pool previously configured in the Coupons module to which the coupons should be uploaded.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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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.
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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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