Streamline your data management process with the CSV Online File + Open Loyalty integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Open Loyalty is a cloud-based and open-source platform designed to help organizations create custom loyalty and gamification solutions with lots of features like customer management, management of revenue point rules, and award campaign management. With Open Loyalty, users who adopt the open-source approach can fully customize the design and functionality of their loyalty application.

Thanks to Open Loyalty, the functionality of the customer management and earnings points rules allows users to add and manage registered customers in their loyalty app and to define rules to earn points based on transactions and customer behavior.

Moreover, with Open Loyalty users can manage the prizes available in their loyalty app by determining who can redeem them. Open Loyalty also allows users to establish levels and create segments based on transactions and customer behavior.