🔃Import / export
Learn how you can import/export records from Customers section
Boomerang > Left-Hand Menu > Customers
Follow the above-mentioned workflow to land on the Customers screen.
Import clients.
Once you land on the customers page, click on the import tab at the top to import your list of customers.
After you click on the import button at the top of your screen, a pop up with the download import template will appear on your screen. You need to click on the 
Or navigate to the Customer Import tile. Here, a .CSV template is maintained by Boomerang to make the import process hassle-free.
To download the import template, click the
button.
After the import template has been downloaded in the form of a csv, you need to fill your customers' information into this file.
In the balance column, you can specify the number of points that this client should have. For example, if a loyalty system has already been used previously, the client has some savings that you want to save and transfer to the new loyalty system.
✅ Please note: Do not delete columns if you do not have information, just leave them blank. Also, you can't add any Columns. The maximum number of customers in a file is 20 000 at a time. If you want to upload more customers, do so in several batches.
Once filled, save the file at a conveniently accessible place in your system storage.
To choose the saved file, click the
button.
This opens the customer base import popup. From here, click the Select File button and choose the saved file.
After selecting the file, If you want to issue these customers a card while importing them, you can choose the card template by clicking on the select template tab. This will open up the list of available cards in that account and you can select the card to add to the customer's profile as you import them.
Once the file has been selected and the card template has been selected as well, click the
button.
This imports the customer profiles in the .CSV file and displays them on the Customers grid.
Export customers
Boomerang > Left-Hand Menu > Cards
To download the total number of customers in your account on your loyalty program, you need to navigate to the customers tab and click on the export button at the top right. Go to the customers section, click the export button.
After clicking the export button, a list of all customers will be automatically downloaded to your device. This is the information contained in this download.
Name
Phone number
Date of Birth
Phone number
Email address
Date created
Card status
Card serial number
Card Device
Utm
Custom fields
✅ Please note that if you use multiple loyalty programs (e.g. coupon and stamp card), you will get all customers in this file.
Export customers within a specific loyalty program.
If you are interested in clients for a specific card (loyalty program), you can also download it. To do this, go to the cards section, then go to the card and go to the clients section.
This is the information contained in this download:
Name
Phone number
Email address
Date of Birth
Date created
Card status
Card serial number
Card Device
Utm
Total visits
LTV
Expiry date
Limits
Custom fields
✅ Please note. Data may vary depending on the type of loyalty program card.
Export transaction history.
You can also download your transaction history by selecting the card you want and clicking on the download button, you can do this for each individual card.
This is the information contained in this download:
Date created
Name
Last name
Phone number
Device
Template
Operation
Note (A comment that is specified when conducting a transaction through a scanner.)
Amount
Balance
Purchase sum
Manager
Company
Location
Charging device type
Utm Source
✅ Please note. Data may vary depending on the type of loyalty program card.
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