πŸ”Bulk actions

The Bulk Action feature in Dollarback lets you add or deduct store credit for many customers at once using a CSV upload. This is especially useful for campaigns like:

  • Monthly credit rollouts

  • Festive bonuses

  • Targeted promotions

  • Store-wide debits/adjustments

Bulk credit / debit store credit using a CSV.

🧾 Step-by-Step Guide

Download the Sample CSV

Click on the β€œDownload Sample CSV” button in the UI to get a template. The template contains three columns:

  • Email – The customer’s email

  • Amount – The amount to credit or debit

  • Currency – The ISO4217 currency code (e.g., INR, USD)


Fill Out Your CSV

Prepare your customer data in the same format as the sample using a tool like Excel or Google Sheets and then export the file in the CSV format.

Example:

Email
Amount
Currency

Upload the CSV File

Go to the Bulk Action section in the app and:

  • Upload your filled CSV

  • Select the Action Type:

    • Credit – Add store credit

    • Debit – Remove store credit

  • (Optional) Set an Expiry Period (e.g., 30 days)

  • (Optional) Choose whether to Notify Customers

If you choose to Notify customers. Then the ""


Import and View Logs

After uploading:

  • Click Import CSV

  • View results under Bulk Import History Logs

The logs will show:

  • Which entries were successfully processed

  • Any error logs, if applicable

  • Timestamps in GMT

  • A downloadable version of the processed CSV with status info


βœ… Example Output Log Fields:

Customer Email
Action Type
Amount
Currency
Status
Log
Timestamp

credit

100

INR

success

Credited

2025-07-01 09:54:43


πŸ’‘ Tips

  • You can credit or debit any number of customers at once.

  • Supports multiple currencies in a single CSV.

  • Great for automated workflows or seasonal rewards.

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