Import and Export Member Information Using the Application

Let's say you need to transfer certain Oracle Loyalty information. You can import and export data to and from the database in Comma-Separated Value (CSV) format.

You can:

• Import member and transaction data to Oracle Loyalty during the initial deployment.

• Import data as needed to Oracle Loyalty on an ongoing basis, such as transactions.

• Export member and transaction data from an Oracle Loyalty instance and import it to another application, or another instance of Oracle Loyalty. Exporting programs and promotions is supported.

You can export a member information directly from a Oracle Loyalty member page to a Microsoft Excel spreadsheet. When you open the Edit Member page, you can export specific member data, including:

• Transactions

• Referrals

• Point Items

• Promotion Attributes

• Vouchers

• Membership Cards

• Companies

• Enrollment Promotions

• Service Requests

Exporting member data lets you provide loyalty managers and customer-facing representatives with concisely-formatted data for decision-making, such as resolving accrual disputes or suspected fraud, or for sharing with an end user. You can also share exported member data externally for archiving or for interpreting using separate tools.

To export data for a member:

1. Open Loyalty Members.

2. Open the Edit Member page for your member.

3. Click the required tab to select the type of member data you want to export, such as transactions or vouchers.

4. On the list view, click Export.

Note:

For more information on importing and exporting member data, see the Import and Export Management for Loyalty and Understanding Import and Export Management for CX Sales and B2B Service guides. If you want to know more about best practices to help you improve performance in Oracle Loyalty, familiarize yourself with the Oracle Sales Cloud Optimizing Performance (Document 2420396.2) available on My Oracle Support.