Bulk Adjust Virtual Currency

The Loyalty section allows you to bulk adjust multiple accounts by uploading a CSV file. The template is provided on the upload screen. Accepted fields include:

• Account ID
• Award Amount / Deduction Amount
• Description of Transaction
• Hide Transaction
• Account Instance (in some cases)
• Expiration Date 

General Notes

This bulk adjust feature in Loyalty can be used to "seed" accounts with virtual currency before the user has logged in via Mobile Ordering. 

A "seeded" account is only created when a user has not logged in yet and a bulk upload is submitted with that account ID. You must know what the account ID will be for this feature to work as intended.

The resulting transaction will appear to be one year in the future. This is intended and will be later adjusted to the date the user logs in for the first time.

Account ID

Depending on your venue's setup, the account ID will be either your guest's phone number OR ticketing provider ID. 

When using a phone number, the country code (+1) MUST be included in the cell and cannot contain dashes (-). You may need to adjust your Excel sheet to accept the "Text" format to have the characters persist. Including apostrophes at the beginning of a phone number will cause a duplication of the account. 

Phone Number Example: +19876543210

Ticketing ID Example: 975310

NOTE: If you do not format the Account ID exactly to the specifications above, it will result in a duplicate account which will require our engineering team to delete. This can take several weeks. 

Award Amount / Deduction Amount

Amounts are formatted in cents and allow either positive or negative whole numbers. A positive number will award the account and a negative number will deduct from the account.

Positive Example: $250.36 would be input as 25036

Negative Example: -$365.14 would be input as -36514

Description

Adding a description to each of the transactions will allow your guests to understand what was awarded or deducted.

Example: Loaded Value for 23-24 Season

Example: Daily F&B Credits

NOTE: Please do not enter any commas into your description. Entering a comma will break the upload. 

Hide Transaction

This field allows a TRUE or FALSE input. 

TRUE = This transaction will not appear in the user's account history

FALSE = This transaction will appear in the user's account history

Account Instance (in some cases)

If you have instances set up for your organization, you will add the specified instance to the cell. This field is case-sensitive and any typos will result in a duplicate account being created for that user with an incorrect instance. Instances are always lowercase. 

Instances are enabled for your organization when:

• An "Instance" column is displayed in the list of loyalty accounts
• An "Instance" attribute is displayed underneath the "Account ID" within an account
• The upload templates include an "Account Instance" column

Instances are NOT enabled for your organization when:

• An "Instance" column is NOT displayed in the list of loyalty accounts
• An "Instance" attribute is NOT displayed underneath the "Account ID" within an account
• The upload templates do NOT include an "Account Instance" column

If you do not have instances set up for your organization, you will leave this field blank. 

Example: arena

Example: blackhawks

NOTE: If instances are enabled for your organization and an upload is processed with an incorrect spelling or capitalization of the instance, it will result in a duplicate account which will require our engineering team to delete. This can take several weeks and will cause a disruption for that user until resolved.

Expiration Date

When awarding virtual currency to an account, you can add an expiration date to define when the funds should expire. Expiration dates MUST be formatted in the ISO 8601 format. 

Click here for an online formatter. Enter in the date and time you would like the funds to expire and then copy the ISO 8601 line. Keep in mind that this tool uses your current time zone.

(Ex: MM/DD/YYYY HH:MM AM/PM)

Example: 7/4/2023 12:00AM Central would be 2023-07-05T00:00:00-05:00

NOTE: Expirations date can only apply to awards, not deductions, and MUST be in the future. Any funds loaded to an account with an expiration cannot be transferred from one account to another.

Steps to Upload

1. Navigate to Canopy 2.0 > Loyalty > Accounts
2. Select the upload icon in the upper right-hand corner
3. Select "Bulk Adjust Accounts" from the dropdown
4. Click on "Choose File" or drag-and-drop your file into the box
5. Verify you are uploading the correct file and click "Next"
6. Verify all of the information is correct. This is a preview of the first TEN transactions from your file. 
7. When you are confident all of the information is correct, click "Confirm"

NOTES: Uploads may take upwards of 10 minutes to complete depending on the size of the upload.

Troubleshooting

• You are presented with an error that specifies your file is of the wrong format or type:
  • Be sure that your file is a CSV file and there are no empty columns or rows. You can verify this by opening the CSV file in a text editor such as NotePad or TextEdit.
  • XLSX files are not supported.
• You are presented with an error that specifies the upload could not be processed:
  • This normally means that the previous upload performed for your organization contained errors within the data of the file. (i.e invalid characters, incorrect headers due to editing, invalid expiration date, etc). Please reach out to help@venuenext.com to have our engineers assist with clearing the error.