After you finished setting up Smart Insight and uploaded your sales and product data, proceed to configuring the sales import for Loyalty under Loyalty configuration > Sales Data Import.
For Loyalty to correctly import your data, provide the source of the sales data:
- Shopify Plugin
- SFTP/ API CSV Upload
The Magento plugin is not supported.
Stream Onboarding is in a pilot phase and can’t be selected yet.
If your source is Shopify plugin, then there are no more configurations, and just press Save.
For SFTP or API type uploads, you need to select the field that Loyalty should use to calculate the points:
In case you have:
- Multiple currencies
- Multiple markets
you need to use
f_original_price, as well as upload
All these fields need to be set as filterable under Management > Smart Insights Settings > Purchase Fields.
The next step is to insert all the markets you want Loyalty to import.
Please keep in mind that if you add markets, you need to update the selection here.
If you use only a use a single currency and want to upload all the data, you can use Price the column.