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Each import runs as a ",[266,270,271],{},"batch",": you name the batch, upload rows, review how they match existing members, then ",[266,274,275],{},"allocate"," points so transactions appear on member accounts.",[263,278,279,280,283,284,287,288,293],{},"Use batches for periodic accruals (sales results, training credits, contest payouts). For one member at a time, use ",[266,281,282],{},"Add points"," \u002F ",[266,285,286],{},"Subtract points"," on the member profile instead (see ",[289,290,292],"a",{"href":291},"#single-member-adjustments","Single-member adjustments",").",[295,296,176],"h2",{"id":297},"overview",[263,299,300,301,304],{},"From ",[266,302,303],{},"Rewards → Points Import"," you can:",[306,307,308,315,321,335,341,347],"ul",{},[309,310,311,314],"li",{},[266,312,313],{},"Create import batches"," with a name, member-facing note, and data type",[309,316,317,320],{},[266,318,319],{},"Upload a CSV"," and map columns to member fields and point amounts",[309,322,323,326,327,330,331,334],{},[266,324,325],{},"Quality-check"," each row as ",[266,328,329],{},"Matched"," or ",[266,332,333],{},"Unmatched"," before allocating",[309,336,337,340],{},[266,338,339],{},"Edit or delete"," rows in a pending batch (until allocation completes)",[309,342,343,346],{},[266,344,345],{},"Allocate"," matched rows to member balances in one step",[309,348,349,352],{},[266,350,351],{},"Review completed batches"," — allocation is locked after completion",[263,354,355,356,359],{},"The screen has one tab: ",[266,357,358],{},"Points Import Batches",".",[295,361,363],{"id":362},"where-to-find-it","Where to find it",[306,365,366,376],{},[309,367,368,371,372],{},[266,369,370],{},"Route:"," ",[373,374,375],"code",{},"\u002Fpoints\u002F{programId}",[309,377,378,371,381],{},[266,379,380],{},"Side navigation:",[266,382,303],{},[295,384,386],{"id":385},"prerequisites","Prerequisites",[306,388,389,392,402,419],{},[309,390,391],{},"An open program with program administrator access",[309,393,394,397,398,401],{},[266,395,396],{},"Editor"," role (or higher) — required to create batches, upload CSVs, allocate points, and delete open batches; ",[266,399,400],{},"Observer"," can view the batch list",[309,403,404,407,408,411,412,415,416,418],{},[266,405,406],{},"Members on file"," with ",[266,409,410],{},"Data Keys"," set — each CSV row matches a member by ",[266,413,414],{},"Data Key"," (the same field as ",[266,417,414],{}," on the member profile)",[309,420,421,422,425],{},"Members should be ",[266,423,424],{},"Active"," (or at least exist in the program) before you allocate; unmatched rows do not credit anyone",[263,427,428,429,431,432,359],{},"For member setup and Data Keys, see ",[289,430,44],{"href":49},". For automated point awards outside the admin, see the ",[289,433,240],{"href":241},[295,435,437],{"id":436},"batch-statuses","Batch statuses",[439,440,441,454],"table",{},[442,443,444],"thead",{},[445,446,447,451],"tr",{},[448,449,450],"th",{},"Status",[448,452,453],{},"Meaning",[455,456,457,468,478],"tbody",{},[445,458,459,465],{},[460,461,462],"td",{},[266,463,464],{},"Open",[460,466,467],{},"Batch created; no CSV uploaded yet (or saved without file data)",[445,469,470,475],{},[460,471,472],{},[266,473,474],{},"Pending",[460,476,477],{},"CSV uploaded; you can review, edit rows, and allocate",[445,479,480,485],{},[460,481,482],{},[266,483,484],{},"Completed",[460,486,487],{},"Points allocated — batch name, note, and rows are read-only; batch cannot be deleted",[295,489,491],{"id":490},"csv-format","CSV format",[493,494,496],"h3",{"id":495},"required-and-optional-columns","Required and optional columns",[263,498,499],{},"When you upload, map your spreadsheet columns to Incentable fields:",[439,501,502,515],{},[442,503,504],{},[445,505,506,509,512],{},[448,507,508],{},"Field",[448,510,511],{},"Required?",[448,513,514],{},"Purpose",[455,516,517,538,552,565,576],{},[445,518,519,523,528],{},[460,520,521],{},[266,522,414],{},[460,524,525],{},[266,526,527],{},"Yes",[460,529,530,531,533,534,537],{},"Must match the member’s ",[266,532,414],{}," (",[373,535,536],{},"accountKey",") for the row to allocate",[445,539,540,545,549],{},[460,541,542],{},[266,543,544],{},"Points",[460,546,547],{},[266,548,527],{},[460,550,551],{},"Point amount for that member",[445,553,554,559,562],{},[460,555,556],{},[266,557,558],{},"First Name",[460,560,561],{},"Optional",[460,563,564],{},"Shown in the review table only",[445,566,567,572,574],{},[460,568,569],{},[266,570,571],{},"Last Name",[460,573,561],{},[460,575,564],{},[445,577,578,583,585],{},[460,579,580],{},[266,581,582],{},"Email",[460,584,561],{},[460,586,564],{},[263,588,589,590,593],{},"Matching uses ",[266,591,592],{},"Data Key only",". Name and email columns help you verify the right people before allocating but do not drive matching.",[493,595,597],{"id":596},"point-values","Point values",[439,599,600,610],{},[442,601,602],{},[445,603,604,607],{},[448,605,606],{},"Value",[448,608,609],{},"Effect on allocation",[455,611,612,622,632],{},[445,613,614,619],{},[460,615,616],{},[266,617,618],{},"Positive number",[460,620,621],{},"Adds points to the matched member",[445,623,624,629],{},[460,625,626],{},[266,627,628],{},"Negative number",[460,630,631],{},"Subtracts points from the matched member",[445,633,634,639],{},[460,635,636],{},[266,637,638],{},"Non-numeric text",[460,640,641,642,645],{},"Row is flagged; ",[266,643,644],{},"omitted"," when you allocate unless you fix the value first",[263,647,648,649,652,653,655,656,655,658,655,660,293],{},"Download ",[266,650,651],{},"Download CSV Template"," inside a batch for an example file (",[373,654,558],{},", ",[373,657,571],{},[373,659,414],{},[373,661,544],{},[295,663,665],{"id":664},"step-by-step","Step-by-step",[493,667,669],{"id":668},"create-a-batch","Create a batch",[671,672,673,678,684,716],"ol",{},[309,674,675,676,359],{},"Open ",[266,677,303],{},[309,679,680,681,359],{},"Click ",[266,682,683],{},"new",[309,685,686,687],{},"Enter:\n",[306,688,689,695,701],{},[309,690,691,694],{},[266,692,693],{},"Batch Name"," — must be unique across batches in the program",[309,696,697,700],{},[266,698,699],{},"Note on transaction (shown to members)"," — appears on each member’s transaction history for this batch",[309,702,703,706,707,710,711,715],{},[266,704,705],{},"Data Type"," — choose ",[266,708,709],{},"Member"," for standard bulk member point awards (see ",[289,712,714],{"href":713},"#data-type-member-vs-company","Data type",")",[309,717,680,718,721,722,359],{},[266,719,720],{},"Save",". The dialog closes and the batch appears in the list with status ",[266,723,464],{},[493,725,727],{"id":726},"upload-points-file","Upload points file",[671,729,730,737,742,754],{},[309,731,732,733,736],{},"Click the batch name (or ",[266,734,735],{},"Edit"," from the row menu) to open the batch.",[309,738,680,739,359],{},[266,740,741],{},"Add Points File",[309,743,744,747,748,750,751,753],{},[266,745,746],{},"Step 1 — Select CSV & Map Columns:"," choose your file and map columns. ",[266,749,414],{}," and ",[266,752,544],{}," are required.",[309,755,756,759,760,359],{},[266,757,758],{},"Step 2 — Preview & Save:"," review parsed rows, then click ",[266,761,762],{},"add to batch",[263,764,765,766,768],{},"Status changes to ",[266,767,474],{}," and the review table appears.",[493,770,772],{"id":771},"review-quality-and-totals","Review quality and totals",[263,774,775,776,779],{},"After upload, each row shows a ",[266,777,778],{},"Quality Check",":",[439,781,782,790],{},[442,783,784],{},[445,785,786,788],{},[448,787,778],{},[448,789,453],{},[455,791,792,801],{},[445,793,794,798],{},[460,795,796],{},[266,797,329],{},[460,799,800],{},"Data Key found on an existing member",[445,802,803,807],{},[460,804,805],{},[266,806,333],{},[460,808,809,810,813],{},"No member with that Data Key — ",[266,811,812],{},"no points allocated"," for that row",[263,815,816],{},"Summary totals appear on the batch:",[306,818,819,825,831],{},[309,820,821,824],{},[266,822,823],{},"Total Points in CSV Uploaded"," — sum of all point values in the file",[309,826,827,830],{},[266,828,829],{},"Points Matched"," — sum for matched rows only (what allocation will apply, excluding invalid point text)",[309,832,833,836],{},[266,834,835],{},"Points Unmatched"," — sum for unmatched rows (informational; those points are not awarded)",[263,838,839,840,750,843,533,846,283,848,850],{},"Use ",[266,841,842],{},"Search",[266,844,845],{},"Filter By Quality Check",[266,847,329],{},[266,849,333],{},") to focus on problems before allocating.",[263,852,853,854,856,857,860],{},"If any rows have text in the ",[266,855,544],{}," column, an alert offers ",[266,858,859],{},"filter for these records"," so you can fix or remove them.",[493,862,864],{"id":863},"edit-rows-before-allocating","Edit rows before allocating",[263,866,867,868,870,871,873],{},"While status is ",[266,869,474],{}," (not ",[266,872,484],{},"):",[671,875,876,888],{},[309,877,878,879,882,883,330,885,359],{},"Use the row ",[266,880,881],{},"Actions"," menu → ",[266,884,735],{},[266,886,887],{},"Delete",[309,889,680,890,892],{},[266,891,720],{}," on the batch to persist changes.",[263,894,895,898,899,901],{},[266,896,897],{},"allocate batch to members"," is disabled while unsaved changes remain (",[266,900,720],{}," first).",[263,903,904],{},"You cannot edit or delete rows after allocation.",[493,906,908],{"id":907},"allocate-points","Allocate points",[671,910,911,921,925,932],{},[309,912,913,914,916,917,920],{},"Confirm ",[266,915,829],{}," and the ",[266,918,919],{},"Note"," are correct.",[309,922,680,923,359],{},[266,924,897],{},[309,926,927,928,931],{},"Review ",[266,929,930],{},"Confirm Points Allocation"," — batch name, note, and point totals (including any rows that will be omitted due to invalid points).",[309,933,680,934,359],{},[266,935,936],{},"Allocate Batch Points",[263,938,939,940,942],{},"On success, status becomes ",[266,941,484],{},". Each matched row with valid numeric points creates a transaction on the member account:",[306,944,945,951,957],{},[309,946,947,950],{},[266,948,949],{},"Description:"," Batch",[309,952,953,956],{},[266,954,955],{},"Notes:"," your batch note (visible to the member)",[309,958,959,962],{},[266,960,961],{},"Type:"," Award",[263,964,965],{},"Unmatched rows and rows with non-numeric points are skipped.",[493,967,969],{"id":968},"delete-a-batch","Delete a batch",[263,971,972,973,882,975,977,978,980],{},"From the batch list ",[266,974,881],{},[266,976,887],{}," (only when status is not ",[266,979,484],{},"). Completed batches remain as an audit record.",[295,982,984],{"id":983},"data-type-member-vs-company","Data type: Member vs Company",[263,986,987,988,990,991,330,993,996,997,999],{},"When creating a batch, ",[266,989,705],{}," offers ",[266,992,709],{},[266,994,995],{},"Company",". Choose ",[266,998,709],{}," for typical bulk point awards.",[263,1001,1002,1003,1006,1007,1009,1010,1012,1013,1016],{},"Rows are always matched to ",[266,1004,1005],{},"members"," by ",[266,1008,414],{},", regardless of data type. The ",[266,1011,995],{}," option is stored on the batch but does not match company records or credit companies directly. Include each recipient’s ",[266,1014,1015],{},"member Data Key"," in your CSV.",[295,1018,292],{"id":1019},"single-member-adjustments",[263,1021,1022,1023,1026],{},"For ad hoc changes to one person, open ",[266,1024,1025],{},"Members → Members",", edit the member, and use the points section:",[306,1028,1029,1035],{},[309,1030,1031,1034],{},[266,1032,1033],{},"add points"," — positive adjustment with a note",[309,1036,1037,1040],{},[266,1038,1039],{},"subtract points"," — deduction with a note",[263,1042,1043],{},"Those transactions are separate from import batches but appear in the same member transaction history.",[295,1045,1047],{"id":1046},"tips-and-limitations","Tips and limitations",[306,1049,1050,1059,1065,1071,1077,1083,1089,1095],{},[309,1051,1052,1055,1056,1058],{},[266,1053,1054],{},"Data Keys first"," — Import or add members and set ",[266,1057,414],{}," before running a batch. Unmatched rows are the most common failure mode.",[309,1060,1061,1064],{},[266,1062,1063],{},"Unique batch names"," — Duplicate batch names are rejected on create or rename.",[309,1066,1067,1070],{},[266,1068,1069],{},"Save before allocate"," — The allocate button stays disabled until pending edits are saved.",[309,1072,1073,1076],{},[266,1074,1075],{},"Negative points"," — Use negative values in the CSV to subtract points from matched members (same confirmation flow as awards).",[309,1078,1079,1082],{},[266,1080,1081],{},"Completed is final"," — Allocation cannot be undone from the batch screen; use a new batch or single-member adjustments if you need to correct balances.",[309,1084,1085,1088],{},[266,1086,1087],{},"Editor required"," — Observers can browse batches but cannot upload, edit, allocate, or delete.",[309,1090,1091,1094],{},[266,1092,1093],{},"Demo programs"," — CSV upload, template download, save, allocate, and delete are disabled on demo programs.",[309,1096,1097,1100,1101,1104],{},[266,1098,1099],{},"Not the same as member import"," — ",[289,1102,1103],{"href":49},"Members CSV import"," creates or updates member records; Points Import only changes point balances for existing members.",[1106,1107,1110],"callout",{"color":1108,"icon":1109},"primary","i-lucide-lightbulb",[263,1111,1112,1115,1116,750,1118,1120,1121,1123],{},[266,1113,1114],{},"Recommended workflow:"," Export or filter members to confirm Data Keys → build CSV with ",[266,1117,414],{},[266,1119,544],{}," → create batch → upload → filter ",[266,1122,333],{}," and fix keys → allocate → spot-check a few member transaction histories.",[295,1125,1127],{"id":1126},"related","Related",[306,1129,1130,1135,1140,1145,1150,1155],{},[309,1131,1132,1134],{},[289,1133,44],{"href":49}," — Member records, Data Keys, and per-member point history",[309,1136,1137,1139],{},[289,1138,53],{"href":54}," — Optional company records and company Data Keys (separate from points batch matching)",[309,1141,1142,1144],{},[289,1143,68],{"href":69}," — Rewards members redeem after they have points",[309,1146,1147,1149],{},[289,1148,73],{"href":74}," — Fulfillment after redemption",[309,1151,1152,1154],{},[289,1153,240],{"href":241}," — Programmatic balance and award endpoints",[309,1156,1157,1159],{},[289,1158,35],{"href":40}," — Program metrics including points activity",{"title":1161,"searchDepth":1162,"depth":1162,"links":1163},"",2,[1164,1165,1166,1167,1168,1173,1181,1182,1183,1184],{"id":297,"depth":1162,"text":176},{"id":362,"depth":1162,"text":363},{"id":385,"depth":1162,"text":386},{"id":436,"depth":1162,"text":437},{"id":490,"depth":1162,"text":491,"children":1169},[1170,1172],{"id":495,"depth":1171,"text":496},3,{"id":596,"depth":1171,"text":597},{"id":664,"depth":1162,"text":665,"children":1174},[1175,1176,1177,1178,1179,1180],{"id":668,"depth":1171,"text":669},{"id":726,"depth":1171,"text":727},{"id":771,"depth":1171,"text":772},{"id":863,"depth":1171,"text":864},{"id":907,"depth":1171,"text":908},{"id":968,"depth":1171,"text":969},{"id":983,"depth":1162,"text":984},{"id":1019,"depth":1162,"text":292},{"id":1046,"depth":1162,"text":1047},{"id":1126,"depth":1162,"text":1127},"Import point transactions in bulk.","md",{},{"icon":81},{"title":78,"description":1185},"vYnWI5uxsd_iXPzGZEnkizGK932HwjcjC0k6d83kzug",[1192,1194],{"title":73,"path":74,"stem":75,"description":1193,"icon":76,"children":-1},"Track and fulfill member reward redemptions.",{"title":83,"path":84,"stem":85,"description":1195,"icon":86,"children":-1},"View program funding and balances for managed reward fulfillment.",1780041998664]