Before You Begin
Before uploading, make sure your file meets these standards. This keeps your import smooth and error-free.- File Format: Must be saved as a .CSV.
Prepare Your Import File
To ensure a successful import, your CSV file must be formatted correctly with the specific required information.| Column Header | Requirement | Description |
|---|---|---|
| Phone Number | Required | The unique identifier for every member. This is the only field Vori requires to create a profile. Use standard 10-digit formats (e.g., 5551234567) or E.164 format (e.g., +15551234567) to avoid import failures. |
| First Name | Optional | Helps you personalize the shopper experience via SMS communication. |
| Last Name | Optional | Recommended for better searchability in your member list. |
| Point Balance | Optional | Use this to migrate existing loyalty rewards. It will appear as a record in the shopper’s history. The importer currently supports “Point Balances” but does not support importing “Punch” card progress. |
| Optional | Useful for future marketing reach-out. | |
| Zip Code | Optional | Helps you understand where your shopper lives. |
| Birthdate | Optional | Can be used to track member milestone. |
Upload and Map Your Data
Once your file is ready, you can upload it directly into the Member section.- Navigate to the Members section under Shopper Loyalty in New Back Office.
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Click Import in the top right corner.
- Drag and drop your CSV file into the upload area, or click Select File to browse your computer, then click Upload.
- Map your columns: Vori will attempt to auto-match your file headers to the required fields.
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Review the mappings and manually select the correct Vori field for any unmatched columns.
- Click Next.
Review and Commit Changes
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Review the Review Linked Data screen to see a preview of the members being added.
- In Import: These rows are valid and ready for successful upload.
- Invalid: These rows contain errors (such as missing names or duplicate numbers) and will not be imported.
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Check the Invalid tab to identify rows that Vori cannot process. Common issues include:
- Duplicate Data: The phone number already exists in your Vori account.
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Formatting Errors: Phone numbers containing letters or incorrect characters.
- Once you have verified the data, click Commit.
Troubleshooting
- Points not appearing immediately? Try refreshing your browser or re-sorting the Member list by “Signup Date” to see the most recent additions.
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Missing Transactions: Imported points appear as a single manual adjustment transaction in the member’s point history.
- Invalid Phone Numbers: Ensure all phone numbers consist only of digits. Any letters or special symbols may cause the row to fail.