Merchant User Guide

Manual POS Merchants

Daily Import Flow

Run regular imports to keep customer progress and reporting current.

1 min read

Daily import is recommended for businesses that want current reward visibility while operating on a manual upload workflow. Each import processes transaction records and adds progress points to affected customers.

How daily import works

1

Upload CSV file

Upload a CSV file containing the day's eligible transactions following SpenVest formatting rules.

2

Points enter pending state

Imported points appear as 'pending' on each customer's threshold progress. Customers can see the pending amount but it does not count toward unlocking rewards.

3

Customer metrics update

Total spend, visit count, and average order value are updated immediately based on the imported data.

4

Wait for weekly reconciliation

Pending points remain in that state until the next weekly reconciliation cycle verifies and releases them.

Merchant User Guide