How to import Club Wallets

Before you start

Make sure:

1. Customers and Wallets are already created in Playtomic Manager.
2. Your file is a CSV (Comma-Separated Values).

Prepare your CSV file

Option A: Import a Single Wallet

If you choose Single Wallet during the import, you’ll pick the wallet during the process. Your CSV only needs 3 columns:

• email*: Customer email
• wallet_balance*: Balance to import
• wallet_expiration_date (optional): when this credit should expire, written as YYYY-MM-DD (e.g. 2030-01-01). Leave it empty if the credit shouldn't expire.

Option B: Import Multiple Wallets

If you choose Multiple Wallets, your CSV needs 4 columns:

• email*: Customer email
• wallet_name*: Wallet name (must match the wallet name in the system exactly)
• wallet_balance*: Balance to import
• wallet_expiration_date (optional): same as above

Important details

• Use a comma (,) as the decimal separator (not a dot).
• In step 3 (Import file) you can download a CSV sample to check the required format.
• You are importing wallet movements (corrective balances). The value in wallet_balance will overwrite the customer’s existing wallet balance—so enter the exact final balance you want the customer to have.
• If your file has more than one row for the same customer and the same wallet, you'll be asked how to handle it:
  • Don't import duplicated rows: the extra rows are flagged as errors and skipped, so you can review and fix them by hand afterward. Use this if each customer should only have one row, and repeats mean something went wrong in the file.
  • Import all rows: each row is added as its own separate top-up, with its own amount and — if you're using it — its own expiration date. The customer's balance becomes the sum of all their top-ups. Use this if you're intentionally loading several top-ups with different expiration dates for the same customer.

🚨 Fields marked with an asterisk (*) are mandatory, and negative balances can’t be imported.

How to import wallets (step by step)

1. Go to Reward & Offers → Wallets.
2. Click Import balance.
3. Confirm you have the customer’s permission to import financial data, then click Next.
4. Choose Single Wallet or Multiple Wallets.
   • If you choose Single Wallet, select which wallet you want to import into.
5. Upload the CSV file from your computer (up to 5 MB). Use Download sample CSV to get a template with the correct headers, including the optional expiration column — if your file uses different headers, you can map them during the process.
6. If the file has more than one row for the same customer and wallet, choose whether to skip those rows or import all of them.
7. Fix any broken lines if needed, and complete the import.

If something goes wrong

• Open the Imports list (clock icon on the right).
• Click Download error rows to see the affected rows and the error message.

💬 Need Help?

If you have any questions or need further assistance, we’re here to help! Please reach out to our Customer Care team.