Loyalty
How to Loyalty Import/Export and Bulk Action
Written By: Asel Demirdağ
Last Updated on
The "Imports / Exports" menu allows for the bulk import or export of essential structures (such as actions, data sets, data set values, rule parameters, etc.) required before creating action and spending rules. This area is used to quickly upload infrastructure data to the system when setting up a new project and supports both .xlsx and .csv formats. This enables the rapid and efficient integration of predefined rule settings into the system.
In addition, the "Bulk Actions > Import / Export" feature located on the "Action Rules" page in the lower part of the image is provided for managing existing and active rules. In this section, current rules can be exported, re-uploaded to the system after necessary updates, or new rules can be bulk imported. This flexibility significantly increases operational efficiency in tasks such as bulk editing, updating, or adding new rules. These two distinct import/export mechanisms provide users with powerful control and time savings in both initial setup and ongoing rule management processes.

