Our exporting and importing tools help you collaborate with people outside of your team (e.g. fulfillment house, distribution center).
How to import/export incentive information:
Step 1: Use filters to find the rewards you would like to update in bulk.
Step 2: Click the “export” icon in the upper-right corner.
Step 3: Populate the exported sheet with your updates*.
*Be sure to keep the System Id field unedited. This is the primary key used to map your updates to the correct reward number.
Note: If you add either the “Tracking Number” or “Order Number” fields, the “Fulfillment Status” will automatically be marked as “Fulfilled.”
Step 4: When you’ve made all your changes, save the document as a .csv file and click the "import icon" to update the information.
Note: This feature is currently limited to 250 rewards at a time.