Bulk Adjust Virtual Currency in Shift4 Venue

Description: Use the bulk adjust feature in Loyalty to apply rewards or deductions to multiple accounts at once by uploading a CSV file. This is especially useful for seeding virtual currency into guest accounts before they log in via Mobile Ordering.

Upload Bulk Adjustments in Shift4 Venue

Prepare Your CSV File

Download the CSV template provided on the upload screen. Your file must include the appropriate column headers and follow these specifications:

Required and Optional Fields

• Account ID (required)
• Award Amount / Deduction Amount (required)
• Description of Transaction (optional but recommended)
• Hide Transaction (optional)
• Account Instance (only if instances are enabled)
• Expiration Date (optional)
• General Notes (optional)

Account ID Format

Depending on your venue setup, use either the guest's phone number or a ticketing provider ID:

• Phone Number: Include the country code (e.g., +19876543210) and remove all dashes. Format the cell as Text to preserve the characters. Do not include apostrophes.
• Ticketing ID: Example: 975310

Note: Improper formatting of the Account ID will create a duplicate account and require engineering intervention, which may take several weeks.

Award or Deduct Amounts

Amounts must be in cents and use whole numbers only:

• Positive value to award funds: $250.36 = 25036
• Negative value to deduct funds: -$365.14 = -36514

Add a Description

Descriptions help guests understand each transaction:

• Example: Loaded Value for 23-24 Season
• Example: Daily F&B Credits

Note: Do not include commas in descriptions. They will break the upload.

Hide Transaction

Specify whether to hide the transaction from the user:

• TRUE = Hidden from account history
• FALSE = Visible to the user

Account Instance (if applicable)

Only include this field if your organization uses instances. Instances are:

• Case-sensitive and lowercase
• Shown as a column in your Loyalty account list and in the template
• Example: arena, blackhawks

Note: Incorrect spelling or capitalization will create duplicate accounts and require weeks-long remediation.

Expiration Date Format

Only apply to awards, not deductions. Dates must:

• Be in ISO 8601 format
• Be in the future
• Not allow transfer of expiring funds

Example:

• 7/4/2023 12:00AM Central = 2023-07-05T00:00:00-05:00

Use this ISO 8601 formatter to convert your expiration date.

Steps to Upload

1. Go to Canopy 2.0 > Loyalty > Accounts.
2. Select the upload icon in the upper right-hand corner.
3. Choose Bulk Adjust Accounts.
4. Drag and drop or select your CSV file.
5. Click Next to preview the first 10 transactions.
6. If everything is correct, click Confirm.
   

Note: Uploads may take up to 10 minutes, depending on file size.

Troubleshoot Upload Errors

Wrong File Format or Type

• Ensure the file is a .csv and does not contain empty columns or rows.
• Open the file in Notepad or TextEdit to verify format.
• .xlsx files are not supported.

Upload Cannot Be Processed

• Your previous upload may contain invalid data (e.g., wrong headers, special characters, invalid expiration dates).
• Contact venuesupport@shift4.com for help clearing errors.

Seed Loyalty Accounts Before User Login

You can use bulk adjustments to seed accounts before users log in to Mobile Ordering. If a user hasn’t logged in yet, and a bulk upload includes their Account ID, a seeded account will be created. The resulting transaction will initially show a date one year in the future, which will update once the user logs in.

Important: You must know the exact Account ID in advance for this process to work correctly.