Can I export customer points and rewards data?

Exporting customer points and rewards data is useful for analysis, accounting, and CRM integrations.

Available Export Options:

1. Customer Points Balance Export

Navigate to AI Copilot → Customers → Export

Available Formats:

• CSV (Excel-compatible)
• JSON (for developers)
• XML (for enterprise systems)

Exported Data Includes:

• Customer ID
• Customer name
• Email address
• Current points balance
• Lifetime points earned
• Points redeemed
• Points expired
• Current loyalty tier
• Account registration date
• Last points activity date

2. Points Transaction History Export

Navigate to AI Copilot → Reports → Points History

Includes:

• Transaction ID
• Customer
• Date/time
• Points change (+/-)
• Transaction type (earned, redeemed, adjusted, expired)
• Reason/description
• Related order ID
• Admin user (for manual adjustments)
• Balance before/after

3. Rewards Redemption Export

Navigate to AI Copilot → Reports → Redemptions

Includes:

• Redemption date
• Customer
• Reward name
• Points cost
• Reward value (dollars)
• Order ID
• Coupon code generated
• Redemption status (used/unused/expired)

Export Filters:

Refine your export with filters:

• Date Range: Last 7 days, 30 days, 90 days, custom range, all time
• Loyalty Tier: Export specific tiers only
• Points Balance: Minimum/maximum point threshold
• Activity Status: Active (last 30 days), inactive, never redeemed
• Order Count: Customers with X+ orders
• Registration Date: New vs returning customers

Scheduled Exports:

Using workflows, automate regular exports:

Trigger: Weekly schedule (Monday 9 AM)
Action: Export Customer Points
  - Format: CSV
  - Filter: All customers
  - Email to: admin@example.com
Action: Export to Google Sheets (via webhook)
Action: Backup to cloud storage

API Export (Developers):

Access data programmatically via WupSales API:

GET /wp-json/aiwu/v1/customers/points
GET /wp-json/aiwu/v1/transactions
GET /wp-json/aiwu/v1/rewards/redemptions

Authentication: Requires API key from Settings → API

Integration with External Tools:

Google Sheets Integration:

1. Use workflow webhook action
2. Connect to Google Sheets API
3. Auto-sync customer points daily
4. Create dashboards in Sheets

CRM Integration (Salesforce, HubSpot):

1. Export CSV regularly
2. Import to CRM via automation
3. Or use Zapier/Make.com connectors

Accounting Software:

1. Export redemptions as CSV
2. Import as “loyalty discounts” in QuickBooks/Xero
3. Track liability and expenses

Data Privacy Considerations:

• GDPR Compliance: Include only necessary fields
• Encryption: Encrypt exports containing PII
• Access Control: Limit export permissions to admins only
• Audit Logs: Track who exported data and when

Common Export Use Cases:

1. Monthly Loyalty Report:

• Export all customer balances
• Calculate total points liability
• Identify top points earners
• Track program growth

2. Customer Segmentation:

• Export customers by tier
• Create targeted marketing campaigns
• Personalized email offers

3. Accounting Reconciliation:

• Export monthly redemptions
• Calculate loyalty program cost
• Track discount liability

Pro Tip: Set up a monthly workflow that exports all data and emails it to your bookkeeper automatically!