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Each import runs as a ",[238,242,243],{},"batch",": you name the batch, upload rows, review how they match existing members, then ",[238,246,247],{},"allocate"," points so transactions appear on member accounts.",[235,250,251,252,255,256,259,260,265],{},"Use batches for periodic accruals (sales results, training credits, contest payouts). For one member at a time, use ",[238,253,254],{},"Add points"," \u002F ",[238,257,258],{},"Subtract points"," on the member profile instead (see ",[261,262,264],"a",{"href":263},"#single-member-adjustments","Single-member adjustments",").",[267,268,270],"h2",{"id":269},"overview","Overview",[235,272,273,274,277],{},"From ",[238,275,276],{},"Rewards → Points Import"," you can:",[279,280,281,288,294,308,314,320],"ul",{},[282,283,284,287],"li",{},[238,285,286],{},"Create import batches"," with a name, member-facing note, and data type",[282,289,290,293],{},[238,291,292],{},"Upload a CSV"," and map columns to member fields and point amounts",[282,295,296,299,300,303,304,307],{},[238,297,298],{},"Quality-check"," each row as ",[238,301,302],{},"Matched"," or ",[238,305,306],{},"Unmatched"," before allocating",[282,309,310,313],{},[238,311,312],{},"Edit or delete"," rows in a pending batch (until allocation completes)",[282,315,316,319],{},[238,317,318],{},"Allocate"," matched rows to member balances in one step",[282,321,322,325],{},[238,323,324],{},"Review completed batches"," — allocation is locked after completion",[235,327,328,329,332],{},"The screen has one tab: ",[238,330,331],{},"Points Import Batches",".",[267,334,336],{"id":335},"where-to-find-it","Where to find it",[279,338,339,349],{},[282,340,341,344,345],{},[238,342,343],{},"Route:"," ",[346,347,348],"code",{},"\u002Fpoints\u002F{programId}",[282,350,351,344,354],{},[238,352,353],{},"Side navigation:",[238,355,276],{},[267,357,359],{"id":358},"prerequisites","Prerequisites",[279,361,362,365,375,392],{},[282,363,364],{},"An open program with program administrator access",[282,366,367,370,371,374],{},[238,368,369],{},"Editor"," role (or higher) — required to create batches, upload CSVs, allocate points, and delete open batches; ",[238,372,373],{},"Observer"," can view the batch list",[282,376,377,380,381,384,385,388,389,391],{},[238,378,379],{},"Members on file"," with ",[238,382,383],{},"Data Keys"," set — each CSV row matches a member by ",[238,386,387],{},"Data Key"," (the same field as ",[238,390,387],{}," on the member profile)",[282,393,394,395,398],{},"Members should be ",[238,396,397],{},"Active"," (or at least exist in the program) before you allocate; unmatched rows do not credit anyone",[235,400,401,402,404,405,332],{},"For member setup and Data Keys, see ",[261,403,44],{"href":49},". For automated point awards outside the admin, see the ",[261,406,212],{"href":213},[267,408,410],{"id":409},"batch-statuses","Batch statuses",[412,413,414,427],"table",{},[415,416,417],"thead",{},[418,419,420,424],"tr",{},[421,422,423],"th",{},"Status",[421,425,426],{},"Meaning",[428,429,430,441,451],"tbody",{},[418,431,432,438],{},[433,434,435],"td",{},[238,436,437],{},"Open",[433,439,440],{},"Batch created; no CSV uploaded yet (or saved without file data)",[418,442,443,448],{},[433,444,445],{},[238,446,447],{},"Pending",[433,449,450],{},"CSV uploaded; you can review, edit rows, and allocate",[418,452,453,458],{},[433,454,455],{},[238,456,457],{},"Completed",[433,459,460],{},"Points allocated — batch name, note, and rows are read-only; batch cannot be deleted",[267,462,464],{"id":463},"csv-format","CSV format",[466,467,469],"h3",{"id":468},"required-and-optional-columns","Required and optional columns",[235,471,472],{},"When you upload, map your spreadsheet columns to Incentable fields:",[412,474,475,488],{},[415,476,477],{},[418,478,479,482,485],{},[421,480,481],{},"Field",[421,483,484],{},"Required?",[421,486,487],{},"Purpose",[428,489,490,511,525,538,549],{},[418,491,492,496,501],{},[433,493,494],{},[238,495,387],{},[433,497,498],{},[238,499,500],{},"Yes",[433,502,503,504,506,507,510],{},"Must match the member’s ",[238,505,387],{}," (",[346,508,509],{},"accountKey",") for the row to allocate",[418,512,513,518,522],{},[433,514,515],{},[238,516,517],{},"Points",[433,519,520],{},[238,521,500],{},[433,523,524],{},"Point amount for that member",[418,526,527,532,535],{},[433,528,529],{},[238,530,531],{},"First Name",[433,533,534],{},"Optional",[433,536,537],{},"Shown in the review table only",[418,539,540,545,547],{},[433,541,542],{},[238,543,544],{},"Last Name",[433,546,534],{},[433,548,537],{},[418,550,551,556,558],{},[433,552,553],{},[238,554,555],{},"Email",[433,557,534],{},[433,559,537],{},[235,561,562,563,566],{},"Matching uses ",[238,564,565],{},"Data Key only",". Name and email columns help you verify the right people before allocating but do not drive matching.",[466,568,570],{"id":569},"point-values","Point values",[412,572,573,583],{},[415,574,575],{},[418,576,577,580],{},[421,578,579],{},"Value",[421,581,582],{},"Effect on allocation",[428,584,585,595,605],{},[418,586,587,592],{},[433,588,589],{},[238,590,591],{},"Positive number",[433,593,594],{},"Adds points to the matched member",[418,596,597,602],{},[433,598,599],{},[238,600,601],{},"Negative number",[433,603,604],{},"Subtracts points from the matched member",[418,606,607,612],{},[433,608,609],{},[238,610,611],{},"Non-numeric text",[433,613,614,615,618],{},"Row is flagged; ",[238,616,617],{},"omitted"," when you allocate unless you fix the value first",[235,620,621,622,625,626,628,629,628,631,628,633,265],{},"Download ",[238,623,624],{},"Download CSV Template"," inside a batch for an example file (",[346,627,531],{},", ",[346,630,544],{},[346,632,387],{},[346,634,517],{},[267,636,638],{"id":637},"step-by-step","Step-by-step",[466,640,642],{"id":641},"create-a-batch","Create a batch",[644,645,646,651,657,689],"ol",{},[282,647,648,649,332],{},"Open ",[238,650,276],{},[282,652,653,654,332],{},"Click ",[238,655,656],{},"new",[282,658,659,660],{},"Enter:\n",[279,661,662,668,674],{},[282,663,664,667],{},[238,665,666],{},"Batch Name"," — must be unique across batches in the program",[282,669,670,673],{},[238,671,672],{},"Note on transaction (shown to members)"," — appears on each member’s transaction history for this batch",[282,675,676,679,680,683,684,688],{},[238,677,678],{},"Data Type"," — choose ",[238,681,682],{},"Member"," for standard bulk member point awards (see ",[261,685,687],{"href":686},"#data-type-member-vs-company","Data type",")",[282,690,653,691,694,695,332],{},[238,692,693],{},"Save",". The dialog closes and the batch appears in the list with status ",[238,696,437],{},[466,698,700],{"id":699},"upload-points-file","Upload points file",[644,702,703,710,715,727],{},[282,704,705,706,709],{},"Click the batch name (or ",[238,707,708],{},"Edit"," from the row menu) to open the batch.",[282,711,653,712,332],{},[238,713,714],{},"Add Points File",[282,716,717,720,721,723,724,726],{},[238,718,719],{},"Step 1 — Select CSV & Map Columns:"," choose your file and map columns. ",[238,722,387],{}," and ",[238,725,517],{}," are required.",[282,728,729,732,733,332],{},[238,730,731],{},"Step 2 — Preview & Save:"," review parsed rows, then click ",[238,734,735],{},"add to batch",[235,737,738,739,741],{},"Status changes to ",[238,740,447],{}," and the review table appears.",[466,743,745],{"id":744},"review-quality-and-totals","Review quality and totals",[235,747,748,749,752],{},"After upload, each row shows a ",[238,750,751],{},"Quality Check",":",[412,754,755,763],{},[415,756,757],{},[418,758,759,761],{},[421,760,751],{},[421,762,426],{},[428,764,765,774],{},[418,766,767,771],{},[433,768,769],{},[238,770,302],{},[433,772,773],{},"Data Key found on an existing member",[418,775,776,780],{},[433,777,778],{},[238,779,306],{},[433,781,782,783,786],{},"No member with that Data Key — ",[238,784,785],{},"no points allocated"," for that row",[235,788,789],{},"Summary totals appear on the batch:",[279,791,792,798,804],{},[282,793,794,797],{},[238,795,796],{},"Total Points in CSV Uploaded"," — sum of all point values in the file",[282,799,800,803],{},[238,801,802],{},"Points Matched"," — sum for matched rows only (what allocation will apply, excluding invalid point text)",[282,805,806,809],{},[238,807,808],{},"Points Unmatched"," — sum for unmatched rows (informational; those points are not awarded)",[235,811,812,813,723,816,506,819,255,821,823],{},"Use ",[238,814,815],{},"Search",[238,817,818],{},"Filter By Quality Check",[238,820,302],{},[238,822,306],{},") to focus on problems before allocating.",[235,825,826,827,829,830,833],{},"If any rows have text in the ",[238,828,517],{}," column, an alert offers ",[238,831,832],{},"filter for these records"," so you can fix or remove them.",[466,835,837],{"id":836},"edit-rows-before-allocating","Edit rows before allocating",[235,839,840,841,843,844,846],{},"While status is ",[238,842,447],{}," (not ",[238,845,457],{},"):",[644,848,849,861],{},[282,850,851,852,855,856,303,858,332],{},"Use the row ",[238,853,854],{},"Actions"," menu → ",[238,857,708],{},[238,859,860],{},"Delete",[282,862,653,863,865],{},[238,864,693],{}," on the batch to persist changes.",[235,867,868,871,872,874],{},[238,869,870],{},"allocate batch to members"," is disabled while unsaved changes remain (",[238,873,693],{}," first).",[235,876,877],{},"You cannot edit or delete rows after allocation.",[466,879,881],{"id":880},"allocate-points","Allocate points",[644,883,884,894,898,905],{},[282,885,886,887,889,890,893],{},"Confirm ",[238,888,802],{}," and the ",[238,891,892],{},"Note"," are correct.",[282,895,653,896,332],{},[238,897,870],{},[282,899,900,901,904],{},"Review ",[238,902,903],{},"Confirm Points Allocation"," — batch name, note, and point totals (including any rows that will be omitted due to invalid points).",[282,906,653,907,332],{},[238,908,909],{},"Allocate Batch Points",[235,911,912,913,915],{},"On success, status becomes ",[238,914,457],{},". Each matched row with valid numeric points creates a transaction on the member account:",[279,917,918,924,930],{},[282,919,920,923],{},[238,921,922],{},"Description:"," Batch",[282,925,926,929],{},[238,927,928],{},"Notes:"," your batch note (visible to the member)",[282,931,932,935],{},[238,933,934],{},"Type:"," Award",[235,937,938],{},"Unmatched rows and rows with non-numeric points are skipped.",[466,940,942],{"id":941},"delete-a-batch","Delete a batch",[235,944,945,946,855,948,950,951,953],{},"From the batch list ",[238,947,854],{},[238,949,860],{}," (only when status is not ",[238,952,457],{},"). Completed batches remain as an audit record.",[267,955,957],{"id":956},"data-type-member-vs-company","Data type: Member vs Company",[235,959,960,961,963,964,303,966,969,970,972],{},"When creating a batch, ",[238,962,678],{}," offers ",[238,965,682],{},[238,967,968],{},"Company",". Choose ",[238,971,682],{}," for typical bulk point awards.",[235,974,975,976,979,980,982,983,985,986,989],{},"Rows are always matched to ",[238,977,978],{},"members"," by ",[238,981,387],{},", regardless of data type. The ",[238,984,968],{}," option is stored on the batch but does not match company records or credit companies directly. Include each recipient’s ",[238,987,988],{},"member Data Key"," in your CSV.",[267,991,264],{"id":992},"single-member-adjustments",[235,994,995,996,999],{},"For ad hoc changes to one person, open ",[238,997,998],{},"Members → Members",", edit the member, and use the points section:",[279,1001,1002,1008],{},[282,1003,1004,1007],{},[238,1005,1006],{},"add points"," — positive adjustment with a note",[282,1009,1010,1013],{},[238,1011,1012],{},"subtract points"," — deduction with a note",[235,1015,1016],{},"Those transactions are separate from import batches but appear in the same member transaction history.",[267,1018,1020],{"id":1019},"tips-and-limitations","Tips and limitations",[279,1022,1023,1032,1038,1044,1050,1056,1062,1068],{},[282,1024,1025,1028,1029,1031],{},[238,1026,1027],{},"Data Keys first"," — Import or add members and set ",[238,1030,387],{}," before running a batch. Unmatched rows are the most common failure mode.",[282,1033,1034,1037],{},[238,1035,1036],{},"Unique batch names"," — Duplicate batch names are rejected on create or rename.",[282,1039,1040,1043],{},[238,1041,1042],{},"Save before allocate"," — The allocate button stays disabled until pending edits are saved.",[282,1045,1046,1049],{},[238,1047,1048],{},"Negative points"," — Use negative values in the CSV to subtract points from matched members (same confirmation flow as awards).",[282,1051,1052,1055],{},[238,1053,1054],{},"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.",[282,1057,1058,1061],{},[238,1059,1060],{},"Editor required"," — Observers can browse batches but cannot upload, edit, allocate, or delete.",[282,1063,1064,1067],{},[238,1065,1066],{},"Demo programs"," — CSV upload, template download, save, allocate, and delete are disabled on demo programs.",[282,1069,1070,1073,1074,1077],{},[238,1071,1072],{},"Not the same as member import"," — ",[261,1075,1076],{"href":49},"Members CSV import"," creates or updates member records; Points Import only changes point balances for existing members.",[1079,1080,1083],"callout",{"color":1081,"icon":1082},"primary","i-lucide-lightbulb",[235,1084,1085,1088,1089,723,1091,1093,1094,1096],{},[238,1086,1087],{},"Recommended workflow:"," Export or filter members to confirm Data Keys → build CSV with ",[238,1090,387],{},[238,1092,517],{}," → create batch → upload → filter ",[238,1095,306],{}," and fix keys → allocate → spot-check a few member transaction histories.",[267,1098,1100],{"id":1099},"related","Related",[279,1102,1103,1108,1113,1118,1123,1128],{},[282,1104,1105,1107],{},[261,1106,44],{"href":49}," — Member records, Data Keys, and per-member point history",[282,1109,1110,1112],{},[261,1111,53],{"href":54}," — Optional company records and company Data Keys (separate from points batch matching)",[282,1114,1115,1117],{},[261,1116,68],{"href":69}," — Rewards members redeem after they have points",[282,1119,1120,1122],{},[261,1121,73],{"href":74}," — Fulfillment after redemption",[282,1124,1125,1127],{},[261,1126,212],{"href":213}," — Programmatic balance and award endpoints",[282,1129,1130,1132],{},[261,1131,35],{"href":40}," — Program metrics including points activity",{"title":1134,"searchDepth":1135,"depth":1135,"links":1136},"",2,[1137,1138,1139,1140,1141,1146,1154,1155,1156,1157],{"id":269,"depth":1135,"text":270},{"id":335,"depth":1135,"text":336},{"id":358,"depth":1135,"text":359},{"id":409,"depth":1135,"text":410},{"id":463,"depth":1135,"text":464,"children":1142},[1143,1145],{"id":468,"depth":1144,"text":469},3,{"id":569,"depth":1144,"text":570},{"id":637,"depth":1135,"text":638,"children":1147},[1148,1149,1150,1151,1152,1153],{"id":641,"depth":1144,"text":642},{"id":699,"depth":1144,"text":700},{"id":744,"depth":1144,"text":745},{"id":836,"depth":1144,"text":837},{"id":880,"depth":1144,"text":881},{"id":941,"depth":1144,"text":942},{"id":956,"depth":1135,"text":957},{"id":992,"depth":1135,"text":264},{"id":1019,"depth":1135,"text":1020},{"id":1099,"depth":1135,"text":1100},"Import point transactions in bulk.","md",{},{"icon":81},{"title":78,"description":1158},"vYnWI5uxsd_iXPzGZEnkizGK932HwjcjC0k6d83kzug",[1165,1167],{"title":73,"path":74,"stem":75,"description":1166,"icon":76,"children":-1},"Track and fulfill member reward redemptions.",{"title":83,"path":84,"stem":85,"description":1168,"icon":86,"children":-1},"View program funding and balances for managed reward fulfillment.",1779952614061]