CRMS users import their current reward catalog in CRMS. Using this
feature, clients can upload their items and then edit and manipulate the
catalog directly into the CRMS.
Procedure
Log into the CRMS and navigate to
rewards > reward
items.
Click
Upload Rewards File.
Browse to locate and select the file to import.
Verify that the file format is acceptable.
Note that your file
must be in either comma separated value (CSV) or tab delimited format.
Links to sources of
help on file and data format are provided on the screen.
If the files are not
correct, make changes as necessary. Use the appropriate editor application to
change and save the file.
You may need to use
the Browse button again.
After selecting the
file, click on upload.
Once the upload is complete, navigate to the
rewards > reward
items tab to see the items listed.
