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API","\u002Fdocs\u002Fapi-reference\u002Frewards","1.docs\u002F3.api-reference\u002F4.rewards",{"title":221,"path":222,"stem":223,"icon":224},"Webhooks","\u002Fdocs\u002Fapi-reference\u002Fwebhooks","1.docs\u002F3.api-reference\u002F5.webhooks","i-lucide-webhook",{"id":226,"title":93,"body":227,"description":1334,"extension":1335,"meta":1336,"navigation":1337,"path":94,"seo":1338,"stem":95,"__hash__":1339},"docs\u002F1.docs\u002F2.admin-guides\u002F4.data\u002F1.data-buckets.md",{"type":228,"value":229,"toc":1312},"minimark",[230,234,269,290,321,326,333,379,384,459,463,490,494,533,537,540,582,585,629,636,641,700,710,714,720,723,747,768,777,783,787,793,888,894,898,915,919,926,937,946,950,1035,1052,1055,1064,1083,1086,1112,1115,1124,1128,1181,1184,1188,1266,1270],[231,232,93],"h1",{"id":233},"data-buckets",[235,236,237,238,242,243,246,247,250,251,254,255,257,258,261,262,265,266,268],"p",{},"A ",[239,240,241],"strong",{},"Data Bucket"," is your program’s central data source for performance tracking. You define ",[239,244,245],{},"Category Keys"," (KPI categories), upload ",[239,248,249],{},"targets"," and ",[239,252,253],{},"progress data",", optionally configure ",[239,256,107],{},", then ",[239,259,260],{},"save"," so linked apps—",[263,264,122],"a",{"href":123},", ",[263,267,117],{"href":118},", and others—stay in sync.",[235,270,271,272,275,276,278,279,282,283,286,287,289],{},"Think of a bucket as: ",[239,273,274],{},"structure"," (Builder) → ",[239,277,249],{}," (goals) → ",[239,280,281],{},"data"," (actuals) → ",[239,284,285],{},"rules"," (optional points) → ",[239,288,260],{}," (publish to apps).",[291,292,295],"callout",{"color":293,"icon":294},"primary","i-lucide-info",[235,296,297,300,301,304,305,304,308,311,312,314,315,304,317,320],{},[239,298,299],{},"Typical workflow:"," Create bucket → add Category Keys on ",[239,302,303],{},"Builder"," → ",[263,306,307],{"href":99},"upload targets",[263,309,310],{"href":104},"import progress data"," → review ",[239,313,303],{}," preview → configure or review ",[263,316,107],{"href":108},[239,318,319],{},"Save Data Bucket",".",[322,323,325],"h2",{"id":324},"overview","Overview",[235,327,328,329,332],{},"From ",[239,330,331],{},"Data → Data Buckets"," you can:",[334,335,336,343,349,357,363,373],"ul",{},[337,338,339,342],"li",{},[239,340,341],{},"Create and manage"," buckets (Active, Inactive, Archive)",[337,344,345,348],{},[239,346,347],{},"Define Category Keys"," and choose which columns appear in the preview grid",[337,350,351,250,354,356],{},[239,352,353],{},"Upload targets",[239,355,310],{}," via CSV (detailed in linked guides)",[337,358,359,362],{},[239,360,361],{},"Review calculated columns"," — Target, Actual, Difference, Percentage, Target Points, and totals",[337,364,365,368,369,372],{},[239,366,367],{},"Configure or review point rules"," that drive the ",[239,370,371],{},"Target Points"," column",[337,374,375,378],{},[239,376,377],{},"Save"," to recalculate results and sync linked Tables and Leaderboards",[235,380,381],{},[239,382,383],{},"Inside a Data Bucket",[385,386,387,400],"table",{},[388,389,390],"thead",{},[391,392,393,397],"tr",{},[394,395,396],"th",{},"Tab",[394,398,399],{},"Purpose",[401,402,403,413,425,436,450],"tbody",{},[391,404,405,410],{},[406,407,408],"td",{},[239,409,303],{},[406,411,412],{},"Category Keys, preview columns, participant preview, import history",[391,414,415,419],{},[406,416,417],{},[239,418,88],{},[406,420,421,422],{},"Progress\u002Factual data imports — see ",[263,423,424],{"href":104},"Data imports",[391,426,427,431],{},[406,428,429],{},[239,430,98],{},[406,432,433,434],{},"Goal\u002Ftarget CSV uploads — see ",[263,435,98],{"href":99},[391,437,438,442],{},[406,439,440],{},[239,441,107],{},[406,443,444,445,447,448],{},"IF\u002FTHEN rules for ",[239,446,371],{}," — see ",[263,449,107],{"href":108},[391,451,452,456],{},[406,453,454],{},[239,455,171],{},[406,457,458],{},"Status, title, redeemable points, delete\u002Farchive",[322,460,462],{"id":461},"where-to-find-it","Where to find it",[334,464,465,475,483],{},[337,466,467,470,471],{},[239,468,469],{},"List route:"," ",[472,473,474],"code",{},"\u002Fdatabuckets\u002F{programId}",[337,476,477,470,480],{},[239,478,479],{},"Bucket detail:",[472,481,482],{},"\u002Fdatabuckets\u002F{programId}\u002Fdatabucket\u002F{databucketId}",[337,484,485,470,488],{},[239,486,487],{},"Side navigation:",[239,489,331],{},[322,491,493],{"id":492},"prerequisites","Prerequisites",[334,495,496,499,508,527],{},[337,497,498],{},"An open program with program administrator access",[337,500,501,504,505,507],{},[239,502,503],{},"Admin"," role — required to access ",[239,506,331],{}," (Editor or Observer alone is not sufficient)",[337,509,510,512,513,515,516,519,520,447,523,250,525],{},[239,511,44],{}," or ",[239,514,53],{}," on file with ",[239,517,518],{},"Data Keys"," set, depending on bucket ",[239,521,522],{},"Data Type",[263,524,44],{"href":49},[263,526,53],{"href":54},[337,528,529,530,532],{},"Linked apps (Target Trackers, Leaderboards) created separately under ",[239,531,112],{}," when you are ready to publish data to the member site",[322,534,536],{"id":535},"list-page","List page",[235,538,539],{},"The list has three tabs:",[385,541,542,551],{},[388,543,544],{},[391,545,546,548],{},[394,547,396],{},[394,549,550],{},"Shows",[401,552,553,562,572],{},[391,554,555,559],{},[406,556,557],{},[239,558,93],{},[406,560,561],{},"Active buckets",[391,563,564,569],{},[406,565,566],{},[239,567,568],{},"Inactive",[406,570,571],{},"Hidden from normal use but retained",[391,573,574,579],{},[406,575,576],{},[239,577,578],{},"Archive",[406,580,581],{},"Retired buckets kept for history",[235,583,584],{},"Each card shows the bucket name, last updated date, status, and chips when points are configured:",[385,586,587,597],{},[388,588,589],{},[391,590,591,594],{},[394,592,593],{},"Chip",[394,595,596],{},"Meaning",[401,598,599,609,619],{},[391,600,601,606],{},[406,602,603],{},[239,604,605],{},"Points",[406,607,608],{},"At least one Target Points Rule exists",[391,610,611,616],{},[406,612,613],{},[239,614,615],{},"Redeemable",[406,617,618],{},"Points from this bucket can credit member balances when saved",[391,620,621,626],{},[406,622,623],{},[239,624,625],{},"Redeemable (No points set up)",[406,627,628],{},"Redeemable is enabled but no rules are defined yet",[235,630,631,632,635],{},"Use ",[239,633,634],{},"Search"," to filter cards by name. Click a card or the arrow button to open the bucket.",[637,638,640],"h3",{"id":639},"create-a-data-bucket","Create a Data Bucket",[642,643,644,658,664,695],"ol",{},[337,645,646,647,649,650,653,654,657],{},"On the ",[239,648,93],{}," tab, click ",[239,651,652],{},"Create a Databucket"," (or the ",[239,655,656],{},"+"," button).",[337,659,660,661,320],{},"Enter ",[239,662,663],{},"Databucket Name",[337,665,666,667,669,670],{},"Choose ",[239,668,522],{},":\n",[334,671,672,682],{},[337,673,674,677,678,681],{},[239,675,676],{},"Member"," — rows match members by ",[239,679,680],{},"Data Key","; redeemable points are supported",[337,683,684,687,688,690,691,694],{},[239,685,686],{},"Company"," — rows match companies by ",[239,689,680],{},"; redeemable points are ",[239,692,693],{},"not"," available",[337,696,697,698,320],{},"Click ",[239,699,377],{},[235,701,702,703,706,707,709],{},"New buckets start with ",[239,704,705],{},"Data Bucket has Targets"," enabled and no Category Keys yet. You add keys on the ",[239,708,303],{}," tab.",[322,711,713],{"id":712},"builder-tab","Builder tab",[235,715,716,717,719],{},"The ",[239,718,303],{}," is your configuration and preview workspace.",[637,721,245],{"id":722},"category-keys",[235,724,725,727,728,731,732,265,735,738,739,742,743,746],{},[239,726,245],{}," (shown under ",[239,729,730],{},"Rows"," in the UI) are the KPI categories for this bucket—for example ",[472,733,734],{},"Q1_Sales",[472,736,737],{},"Warranty",", or ",[472,740,741],{},"Training",". Each key becomes a ",[239,744,745],{},"row"," in the preview table.",[642,748,749,758,765],{},[337,750,751,752,755,756,320],{},"Under ",[239,753,754],{},"Rows → Category Key(s)",", click ",[239,757,656],{},[337,759,760,761,764],{},"Enter a ",[239,762,763],{},"Category Key"," name and confirm.",[337,766,767],{},"Repeat for each KPI category you need.",[291,769,771],{"color":293,"icon":770},"i-lucide-lock",[235,772,773,776],{},[239,774,775],{},"Keys with imported data are locked."," If targets or progress data have been imported for a Category Key, it shows a lock icon and cannot be removed until that data is cleared. Keys without data can be deleted with the chip close control.",[235,778,779,780,782],{},"After adding keys, ",[263,781,307],{"href":99}," that include a column for each Category Key.",[637,784,786],{"id":785},"preview-columns","Preview columns",[235,788,751,789,792],{},[239,790,791],{},"Columns",", add calculated columns to the preview grid:",[385,794,795,805],{},[388,796,797],{},[391,798,799,802],{},[394,800,801],{},"Column",[394,803,804],{},"Description",[401,806,807,817,827,837,847,858,868,878],{},[391,808,809,814],{},[406,810,811],{},[239,812,813],{},"Target",[406,815,816],{},"Goal values from your targets upload",[391,818,819,824],{},[406,820,821],{},[239,822,823],{},"Actual",[406,825,826],{},"Progress values from your data imports",[391,828,829,834],{},[406,830,831],{},[239,832,833],{},"Difference",[406,835,836],{},"Actual minus Target",[391,838,839,844],{},[406,840,841],{},[239,842,843],{},"Percentage",[406,845,846],{},"Actual divided by Target (as %)",[391,848,849,853],{},[406,850,851],{},[239,852,371],{},[406,854,855,856],{},"Points from ",[263,857,107],{"href":108},[391,859,860,865],{},[406,861,862],{},[239,863,864],{},"Claim Points",[406,866,867],{},"Points from linked Claims app activity",[391,869,870,875],{},[406,871,872],{},[239,873,874],{},"Quiz Points",[406,876,877],{},"Points from linked Quiz activity",[391,879,880,885],{},[406,881,882],{},[239,883,884],{},"Total Points",[406,886,887],{},"Sum of points columns",[235,889,890,891,893],{},"Drag ",[239,892,763],{}," row order to control display sequence in apps that use this bucket.",[637,895,897],{"id":896},"participant-preview","Participant preview",[235,899,900,901,903,904,512,907,910,911,914],{},"Use the dropdown at the top of ",[239,902,303],{}," to ",[239,905,906],{},"Select Member",[239,908,909],{},"Select Company"," (based on bucket Data Type). The table shows that participant’s values across all Category Keys and visible columns, plus a ",[239,912,913],{},"Totals"," row.",[637,916,918],{"id":917},"import-history-sidebar","Import history (sidebar)",[235,920,921,922,925],{},"The right-hand ",[239,923,924],{},"Import History"," timeline lists progress data imports for the selected participant. Click an entry to:",[334,927,928,931],{},[337,929,930],{},"Expand batch details (Category Key values from that file)",[337,932,933,936],{},[239,934,935],{},"Snapshot"," the bucket as of that import date—preview recalculates using data available up to that point",[235,938,697,939,512,942,945],{},[239,940,941],{},"Current",[239,943,944],{},"Show Current"," to return to live data.",[322,947,949],{"id":948},"settings-tab","Settings tab",[385,951,952,962],{},[388,953,954],{},[391,955,956,959],{},[394,957,958],{},"Field",[394,960,961],{},"Notes",[401,963,964,980,990,1000,1014,1026],{},[391,965,966,971],{},[406,967,968],{},[239,969,970],{},"Status",[406,972,973,265,976,738,978],{},[239,974,975],{},"Active",[239,977,568],{},[239,979,578],{},[391,981,982,987],{},[406,983,984],{},[239,985,986],{},"Title",[406,988,989],{},"Display name (editable)",[391,991,992,997],{},[406,993,994],{},[239,995,996],{},"Databucket ID",[406,998,999],{},"System identifier (read-only)",[391,1001,1002,1007],{},[406,1003,1004],{},[239,1005,1006],{},"Participant Type",[406,1008,1009,512,1011,1013],{},[239,1010,676],{},[239,1012,686],{}," — set at creation, read-only",[391,1015,1016,1021],{},[406,1017,1018],{},[239,1019,1020],{},"Points are redeemable",[406,1022,1023,1024],{},"When enabled (member buckets only), saving can award points to member balances per rules — see ",[263,1025,107],{"href":108},[391,1027,1028,1032],{},[406,1029,1030],{},[239,1031,705],{},[406,1033,1034],{},"Read-only; new buckets are created with targets enabled",[235,1036,1037,1040,1041,1044,1045,1048,1049,1051],{},[239,1038,1039],{},"Delete Data Bucket"," is available only when the bucket has ",[239,1042,1043],{},"never"," had Category Keys used in imports (",[472,1046,1047],{},"targetCodes"," empty). Otherwise use ",[239,1050,578],{}," status instead.",[322,1053,319],{"id":1054},"save-data-bucket",[235,1056,1057,1058,1060,1061,1063],{},"Changes across ",[239,1059,303],{},", rules, and settings are staged until you save. When pending changes exist, ",[239,1062,319],{}," activates in the sticky footer.",[642,1065,1066,1072,1076],{},[337,1067,1068,1069,1071],{},"Review the ",[239,1070,303],{}," preview for expected Target\u002FActual\u002FPoints values.",[337,1073,697,1074,320],{},[239,1075,319],{},[337,1077,1078,1079,1082],{},"Wait for processing—",[239,1080,1081],{},"Do Not Close Browser"," while the dialog runs.",[235,1084,1085],{},"On save, the system:",[334,1087,1088,1094,1102],{},[337,1089,1090,1091],{},"Persists bucket configuration and calculated ",[239,1092,1093],{},"results",[337,1095,1096,250,1099,1101],{},[239,1097,1098],{},"Syncs linked Target Trackers (Tables)",[239,1100,117],{}," that use this bucket",[337,1103,1104,1105,1108,1109,1111],{},"Queues ",[239,1106,1107],{},"redeemable point"," processing when ",[239,1110,1020],{}," is enabled and rules apply—member balances update after processing completes",[235,1113,1114],{},"A sync log lists each linked Table and Leaderboard updated. Allow a few moments after save for redeemable points to appear on member accounts.",[291,1116,1118],{"color":293,"icon":1117},"i-lucide-lightbulb",[235,1119,1120,1123],{},[239,1121,1122],{},"Publish order:"," Set up the bucket and save once with data before pointing new Target Trackers or Leaderboards at it—or save again after linking apps so they pick up current results.",[322,1125,1127],{"id":1126},"how-buckets-connect-to-apps","How buckets connect to apps",[385,1129,1130,1140],{},[388,1131,1132],{},[391,1133,1134,1137],{},[394,1135,1136],{},"App",[394,1138,1139],{},"Relationship",[401,1141,1142,1151,1160,1172],{},[391,1143,1144,1148],{},[406,1145,1146],{},[263,1147,122],{"href":123},[406,1149,1150],{},"Display bucket columns as KPI tables on the member site",[391,1152,1153,1157],{},[406,1154,1155],{},[263,1156,117],{"href":118},[406,1158,1159],{},"Rank participants using bucket totals or columns",[391,1161,1162,1169],{},[406,1163,1164,1166,1167],{},[263,1165,126],{"href":127}," \u002F ",[263,1168,131],{"href":132},[406,1170,1171],{},"May reference bucket data depending on program setup",[391,1173,1174,1178],{},[406,1175,1176],{},[263,1177,78],{"href":79},[406,1179,1180],{},"Separate bulk point tool—use Target Points Rules when points should track target achievement automatically",[235,1182,1183],{},"Apps reference a bucket by selection at app setup; saving the bucket pushes fresh results to those apps.",[322,1185,1187],{"id":1186},"tips-and-limitations","Tips and limitations",[334,1189,1190,1201,1214,1225,1235,1246,1252,1258],{},[337,1191,1192,1195,1196,1198,1199,320],{},[239,1193,1194],{},"Admin role required"," — Only ",[239,1197,503],{}," role users see ",[239,1200,331],{},[337,1202,1203,1206,1207,1210,1211,1213],{},[239,1204,1205],{},"Data Keys are essential"," — Targets and data imports match ",[239,1208,1209],{},"Account Key"," in CSV to member or company ",[239,1212,680],{},". Fix unmatched rows before relying on preview or apps.",[337,1215,1216,1219,1220,1222,1223,320],{},[239,1217,1218],{},"Targets before data"," — You must upload ",[263,1221,249],{"href":99}," before ",[263,1224,253],{"href":104},[337,1226,1227,1230,1231,1234],{},[239,1228,1229],{},"Targets replace; data accumulates"," — A new targets file replaces the previous targets upload. Each progress import adds to (merges with) earlier actual data unless you ",[239,1232,1233],{},"Undo Import"," on a specific file.",[337,1236,1237,1240,1241,1243,1244,320],{},[239,1238,1239],{},"Point formulas"," — Adding or changing calculation logic on ",[239,1242,107],{}," is handled with your Incentable team for most programs; see ",[263,1245,107],{"href":108},[337,1247,1248,1251],{},[239,1249,1250],{},"Company buckets"," — No redeemable member points; use for company-level KPI tables and leaderboards.",[337,1253,1254,1257],{},[239,1255,1256],{},"Demo programs"," — Upload and save actions are disabled on demo programs.",[337,1259,1260,1263,1264,320],{},[239,1261,1262],{},"Archive instead of delete"," — Once a bucket has been used with imports, delete is blocked; set status to ",[239,1265,578],{},[322,1267,1269],{"id":1268},"related","Related",[334,1271,1272,1277,1282,1287,1292,1297,1302,1307],{},[337,1273,1274,1276],{},[263,1275,98],{"href":99}," — Upload goal CSVs",[337,1278,1279,1281],{},[263,1280,424],{"href":104}," — Upload progress\u002Factual CSVs",[337,1283,1284,1286],{},[263,1285,107],{"href":108}," — Point calculation and redeemable awards",[337,1288,1289,1291],{},[263,1290,44],{"href":49}," — Member Data Keys",[337,1293,1294,1296],{},[263,1295,53],{"href":54}," — Company Data Keys",[337,1298,1299,1301],{},[263,1300,122],{"href":123}," — Member-facing KPI tables",[337,1303,1304,1306],{},[263,1305,117],{"href":118}," — Rankings driven by bucket data",[337,1308,1309,1311],{},[263,1310,78],{"href":79}," — Manual or batch point awards outside buckets",{"title":1313,"searchDepth":1314,"depth":1314,"links":1315},"",2,[1316,1317,1318,1319,1323,1329,1330,1331,1332,1333],{"id":324,"depth":1314,"text":325},{"id":461,"depth":1314,"text":462},{"id":492,"depth":1314,"text":493},{"id":535,"depth":1314,"text":536,"children":1320},[1321],{"id":639,"depth":1322,"text":640},3,{"id":712,"depth":1314,"text":713,"children":1324},[1325,1326,1327,1328],{"id":722,"depth":1322,"text":245},{"id":785,"depth":1322,"text":786},{"id":896,"depth":1322,"text":897},{"id":917,"depth":1322,"text":918},{"id":948,"depth":1314,"text":949},{"id":1054,"depth":1314,"text":319},{"id":1126,"depth":1314,"text":1127},{"id":1186,"depth":1314,"text":1187},{"id":1268,"depth":1314,"text":1269},"Configure data sources that power target trackers, leaderboards, and calculated points.","md",{},{"icon":96},{"title":93,"description":1334},"DqPyf3b5Tky05WKIv3PBCjkUymBtE7HZsEumBVlmJow",[1341,1343],{"title":83,"path":84,"stem":85,"description":1342,"icon":86,"children":-1},"View program funding and balances for managed reward fulfillment.",{"title":98,"path":99,"stem":100,"description":1344,"icon":101,"children":-1},"Upload goal and target CSVs into a Data Bucket.",1779952614736]