Application File Imports Release Notes Sync Web Services FAQ

New/Update Loyalty Member (Extended 2)

Intended Application

To insert new members or update existing members.

 

Notes

  • Header record is expected.  The first record will be skipped.
  • If custom field data is for a "list" type custom field, a semi-colon must be used to separate the items.
  • If an invalid parameter for a "dropdown" custom field is imported, any existing value for this field will be removed.
  • For checkbox value types; 1, Y, YES = True (Checked) || 0, NO, N = FALSE (Unchecked).
  • Any delimiter, except for a semi-colon and [tab], can be used to separate columns.  The delimiter used is then specified at the time of file import.
  • In the event a provided birthdate can't be properly interpreted (bad data), the file import will suspend itself.

 

Processing Logic

  • If the Account Id does not exist in the system, a new member will be created.
  • If the Account Id does exist, the member's information will be updated with information in the record.
  • If no Account Id is contained within the record, a new member without an Account Id will be created.
  • For optional fields, blanks will be ignored and will not change the database values with the exception of Name Prefix, Middle Name, and Name Suffix.
  • A complete address (address line 1, city, state, zip, and country) is required for address to be saved with this file.

 

 

File Structure

 

DATA COLUMN

DATA TYPE DATA REQUIRED? FORMATTING NOTES

Account Id

Alphanumeric

No

 

For programs that do not have traditional account Ids, insert the Email address or phone number in the event that updates are required (whichever is being used as an account identifier)

Name Prefix

Alphanumeric

No

 

 

First Name

Alphanumeric

Yes 

   
Middle Name Alphanumeric No    
Last Name Alphanumeric Yes    
Name Suffix Alphanumeric No    
Birthdate Date/Time No YYYY-MM-DD  
Gender Alphanumeric No   Allowed Values (Blank, M, F, Male, Female). 
Address Line 1 Alphanumeric No    
Address Line 2 Alphanumeric No    
City Alphanumeric No    
Region/State/Province Alphanumeric No   2-letter abbreviation or region name (dependent on region type for country)
Postal/Zip Code Alphanumeric No    
Country Alphanumeric No   2-letter abbreviation
Phone Formatted Numeric No See Article  
Mobile Phone Formatted Numeric No See Article  
Email Address Alphanumeric No email@address.com  
Preferred Contact Method - Offers Numeric No 1 = Email, 2 = Text If no value default to 1 (Email)
Preferred Contact Method - NonOffers Numeric No 1 = Email, 2 = Text If no value default to 1 (Email)
Customer Web Portal Password Alphanumeric No   Maximum of 20 characters.
Kiosk PIN Numeric No   Maximum of 6 characters.
Enroll Date/Time Date/Time Yes MM/DD/YYYY HH:MM:SS  Cannot be changed via an update.
Location External Reference Alphanumeric Yes   The external reference of the location where the member enrolled.   Cannot be changed via an update.
Custom Field(s) Varies No   Custom Field External Reference(s) is needed in header in proper position.

 

Sample File

 

1:
2:
ACCOUNT_ID|PREFIX|FIRST|MIDDLE|LAST|SUFFIX|BDATE|GENDER|ADD1|ADD2|CITY|REGION|ZIP|COUNTRY|PHONE|MOBILE|EMAIL|PCM-OFFERS|PCM_NONOFFERS|PASS|PIN|ENROLLTIME|LOCEXTREF
1919|Mr.|Test|C|Member|Jr.|1956-12-12|M|400 Main St|APT 4|Newark|DE|19701|US|1-(555)555-1234|1-(555)555-4321|test@smartbutton.com|1|2|abc1234|1234|01/09/2013 13:42:00|4444

Please note: All external ALP SaaS links and references are directed to US datacenter unless specifically noted.


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