Introduction
Import function in Eber enable businesses to efficiently manage bulk data operations including mass user creation, points allocation, and updating transaction records. This feature streamlines data management processes by allowing importing of data from files or FTP folders, significantly reducing manual effort while maintaining data accuracy and consistency.
Key Benefits
Significantly reduces manual effort in ad-hoc large data management operations, such as :
Mass creation of user profiles
Bulk points allocation to selected user groups
Supports data recovery and correction for historical transactional records
Step by Step Guide
Navigate to **https://xm.eber.co/import** via browser address bar
Click the Create button in the top right corner
Select the import source:
Choose between file upload or FTP folder
Select or upload your data file
Choose a template:
Create a new template if none exists
Select between transaction template or user template
Perform column mapping:
For transaction templates: Map transactional data - Amount ( with or without Item data : Name, SKU, Category etc) or Points related
Amount with Item data Example
Amount without Item data Example
Points Example
For user templates: Map profile information
Configure additional settings:
Choose between new transaction or update existing records (Only for transaction import)
Set combine row functions “Combine next row if transaction number match” (Only for transaction import)
Configure header row skipping if needed
Set up skip string function for excluding non relevant data value (Example : Special Characters like ?!)
Set other matching data points (Match Store Id and Match Transaction date, for the case where transaction number is not present, it’s matched base on Store and Date/Time) (Only for transaction import)
Submit the import task and wait for results
Tips
Review your data file format (.csv & .xls) before importing to ensure compatibility
Double-check column mapping to prevent data misalignment
Use the combine row function when dealing with multi-line transactions
Keep track of import results for verification
What's Next?
Try a test import with a small data set
Set up recurring imports through FTP if needed
Review and optimize your import templates