Other import profiles

Trackers

Use the profile to add tracker details to the existing transactions of customers or user groups. The following table provides the list of fields supported for Trackers profile.

FIELD NAME	DATA TYPE	DESCRIPTION	VALIDATIONS	Updatable?	Mandatory?
Mobile/Email/External ID/User ID*	STRING	Customer’s unique identifiers	Valid registered identifiers of the customer or the unique user id generated in InTouch	NO	At least one identifier is mandatory
Bill Number	STRING	Bill Number for which tracker data needs to be imported	Valid transaction number of that customer	NO	If Identification of Bill is “Standard Fields”
Transaction Date	DATETIME	Transaction date	Valid transaction date of the provided transaction number	NO	If Identification of Bill is “Standard Fields”
Store Code	STRING	Store code on which the transaction is done	Valid Store	NO	If Identification of Bill is “Standard Fields”
Loyalty Log Id	INT	Email of the existing admin user	Should be a valid email id available in InTouch as an active admin user.	NO	If Identification of Bill is “Loyalty Log Id”
Item Id	INT	Lineitem Id	Valid line-item id (should be tagged with the given transaction)	NO	If tracker type is line-item
Tracked Value*	DECIMAL	Tracked Value	No validation done for now	NO	YES

Configuration Dependencies for Tracker Import

Denote stores by external ids	Indicates if the value provided in “store code” field has the external id of the store
Replace invalid store names with	Replaces invalid stores provided in “store code” field with the store selected in this config
Append country code to the mobile number automatically	Appends country code to the mobile numbers (Mobile) field automatically
Identification of Bill(Transaction)	Possible values “LOYALTY_LOG_ID” and “STANDARD_FIELDS”. LOYALTY_LOG_ID: If this value is selected, then “Loyalty Log Id” will be mandatory, and the transaction is identified based on the loyalty log id STANDARD_FIELDS**: if this value is selected, then “bill number”, “store code” and “transaction date” will be mandatory, and the transaction is identified based on all these three fields
Choose customers' unique identifier	Set the unique identifier used for customers - MOBILE, EXTERNAL_ID, EMAIL, USER_ID.
Tracker	Choose the tracker for which you want to import data. This config lists all the trackers created for that organization.
User Group2 Enabled	Check this option to import tracker details for group transactions. You will see an option to choose the identifier type to recognize the group - User Group2 Identifier Type.
User Group2 Identifier Type	Select the identifier for the group used in the CSV file. You can pass any of the following identifiers of the group. GROUP_ID EXTERNAL_ID PRIMARY_USER_ID PRIMARY_USER_MOBILE PRIMARY_USER_EMAIL PRIMARY_USER_EXTERNAL_ID PRIMARY_USER_CARD_NO You need to have the field that you select here in the CSV file and map it to the respective field.

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Notes
When importing customer transactions, trackers will not reflect transactions that are imported outside the tracker window. For example, if the tracker duration is between 1st January 2025 - 31st December 2025, imported transactions made before 1st January 2025 will be added to the tracker.

Promotional Rewards

Customer Promotion

This profile lets you import customer level promotion programs.

Mobile/Email/External ID/User ID/Card Number/Card External ID*
Till IUN Or Store Ext Id(Store Code)*: Till or Store from which points are issued
Points* (to be issued)
User Group2 Identifier (Fleet Group Identifier) : Identifier selected for the user group. Required for group import.

Template Configuration
If you import multiple files using a specific template, all will have the same promotion identifier assigned to them.

The identifier is retained as long as no changes are made to the template.
When you make a change in the template and save, a new identifier is generated.

OPTION	DESCRIPTION
Choose customers' unique identifier	Choose the unique identifier of the customer used at the organization.
Append country code to the mobile number automatically	Check this box to prefix the base country code of the org's base country wherever mobile numbers without country code are identified.
Denote stores by external IDs	Check if stores are denoted by store external ids.
Replace invalid store names with	Choose the store that you want to replace with in place of invalid stores identified in the import.
Promotion name	Enter the name of the promotion. NOTE: The name you specify will store in the backend directly. Hence, when you fetch details, the system no longer appends the timestamp to promotion name (as earlier), but retains the name that you specified.
All programs for the org
Select the expiry strategy for points expiry	Choose the desired points expiry strategy for the points issued through the current template.
User group2 enabled	Check this option if you want to issue points to user groups and not individual. You will see User Group2 Identifier Type. Choose the appropriate group identifier type that you used in the CSV.
Set user defined promotion identifier	Check this if you want to use an external identifier for the promotion and enter the identifier in the text box that appears. When you provide a new identifier, a new promotion is created with the given identifier and name. When you provide an existing identifier, points will be awarded under the existing promotion. NOTE: Ensure you provide the same promotion name when using existing promotion identifier. If there is a mismatch, the system will throw an error.

Updated 9 days ago