You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Import existing contacts/people and products directly and hit the ground running.

Overview

Export out of an existing service

Prepare for data import

Import contacts

Import existing members

Import products

Import via API

Transactions

Gift Cards from Pre-Existing Codes

Existing Events and Attendees

Loyalty points

Overview

You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Check out this guide for some samples and the overall data model.

Export out of an Existing Service:

Import Contacts into PeopleVine

  1. Once logged into PeopleVine, navigate to the control panel by click the ⚙ cog icon on the right hand side.

  2. Select Import Customers under Settings and Tools. 

  3. From this screen choose a .CSV file of customers you would like to import and select 'Load File'

  4. We will now display all the headers from Row 1 and display the ability to map your data to PeopleVine CRM.  

  5. A few things you should know: Mapping is used to attach the data to a CRM record. You must map either email address or mobile number (or nothing will import) If we find an existing email address or mobile number, we'll update their data to prevent duplicate records.

  6. **Choose an Import Label if you would like to segment this group with an Import Label Attribute

  7. Once everything is mapped, click Process Import.

  8. We will send you an email confirmation when the import is complete.

Import existing members

PeopleVine provides you with the means to import data directly into your account. When importing members into the platform, please follow these steps:

  1. You first need to import your customer list:

  • Ensure your spreadsheet is saved as a CSV file.

  • Then under the company tools (click on your company name), click Import Data.

  • Select that you are importing People / Customers.

  • When mapping the data, ensure you map either an email address or mobile number. Skip over the membership related fields.

2. While your customers are being imported, you need to set up the membership types in PeopleVine.

  • When setting up these membership types, make sure you create a membership sku which you will refer to in your CSV file.

  • Keep in mind you can match imported data to the fields on a membership card, so ensure you set those up properly (e.g. Field 1).

3. After your customers are imported and the membership types are setup, you can now import your members.

  • Go to the company tools and click on Import Data

  • Select Members to a Membership from the import type

  • Attach the CSV file

  • Map the data (ensure that you have mapped a membership_sku along with some identifier of the customer such as email or mobile number; membership status should be set to active, inactive or pending)

  • Click Import

If you'd like each new member to receive an e-mail confirmation, we suggest you setup an Instant Notification Template which would automatically send an email or an SMS to the member with a link to download their digital membership card. Keep in mind if you don't want them to receive a notification, you must set the notification to draft while importing.

Import data via API

Connecting to the PeopleVine API allows you to import data in either batch or real-time. To learn more about our API visit http://api.peoplevine.com.

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