In this article, you will learn about our bulk upload feature to assign user points for your rewards program.
Once you are logged in the Customer Admin portal, navigate to the “Rewards” tab:
Once you are on the Rewards page, you will land on the “dashboard” tab, in the top right you will see the option to Upload points; Select “Upload points”
You will see an upload screen and a template you can download; download the CSV template:
Now you can open and populate the CSV template per employee. Please note the following:
The template is directly linked to the goals you have created for the program, meaning that for each Goal a column is available in the template.
The data provided per goal is a number and represents the amount of times the goal has been reached. Once uploaded, this will be converted to a number of points. E.g. if a 'reach_your_sales_kpi' equals 3000 points, in the example below an employee will receive 6000 points:
Once you’ve completed filling out the template you can upload the sheet on the portal.
Once the CSV has been uploaded we present you data and ask that you validate and confirm
Total employees updated
Total points awarded
Total value
Once confirmed, the points are awarded to the respective employees and the dashboard is updated to reflect this information:
Notifications will be sent out to the relevant employees once the upload is completed.