Bulk Apply Affiliations

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

• Account Phone Number or Account ID
• Affiliations
• Account Instance (in some cases)
• Expiration Date

General Notes

This bulk apply feature in Loyalty App can be used to "seed" accounts with an affiliation before the user has logged in via Mobile Ordering. 

An account "seeded" with an Affiliation will NOT be created or editable in Loyalty. The data containing the Affiliation will be held in our backend until the user has logged 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. 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

Affiliations

Affiliations can be found in Affiliations tab. Copy the affiliation name and paste it into the cell(s) of the upload template. 

NOTE: Affiliations are case-sensitive. If the upload contains affiliations that are improperly formatted or spelled incorrectly, the affiliation will not assign to the user. 

Only one Affiliation can be entered into each cell. If a user should receive multiple Affiliations, please create a separate line in the template.

Example: Platinum
Example: Gold
Example: Season Ticket Holder

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. If an instance is formatted incorrectly or does not align with the account you are assigning the affiliation to, the affiliation will not be applied to the user.

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

Expiration Date

When assigning affiliations to an account, you can add an expiration date to define when the affiliation assignment 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 affiliations 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 are required on all affiliation assignments. 

Functionality/Behavior Notes

Users may not have more than one of the same Affiliation assigned to their account. If a duplicate Affiliation is uploaded, the newest Affiliation will be created and the old Affiliation will be deleted.

• • For example: Account X already has the ‘Platinum’ affiliation with 7/20/23 as the expiration date. A user uploads affiliations and assigns Account X with the ‘Platinum’ affiliation with 9/25/23 as the expiration date.

    • ‘Platinum’ affiliation with 7/20/23 as the expiration date will be DELETED.

    • ‘Platinum’ affiliation with 9/25/23 as the expiration date will be CREATED.

  • Note: This will only occur if the same Affiliation exists on the account. Users can still apply multiple different Affiliations  to one account.

Steps to Upload

1. Navigate to your Canopy 2.0 > Loyalty > Accounts
2. Select the upload icon in the upper right-hand corner
3. Select "Bulk Assign Affiliations" 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. The new view is preview of the first TEN assignments from your file. Verify all of the information is correct. 
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 or empty expiration date, etc).