Stored Value Import

Stored Value puts funds into the stored-value wallets of members who already exist.

Find it in the admin under Reports & Imports › Imports. Pick Stored Value from the What are you importing? picker, then click Download example CSV to start from a file with the right headers.

Note: This import only appears for programs with stored-value wallets switched on.

Import Rules

The first column

The first column of your file is how we find the member each row belongs to, and it has to come first. Use whichever one of these you already have:

• email — their email address

• username — their username

• user_id — Fanmaker's own id for the member

• member_id — your membership number for them

• student_id — student number, for education programs

• ticketmaster_id — their Ticketmaster account id

• cust_id — external customer ID

• pid — external customer ID

• oktaid — their Okta id, for sites using Okta SSO

• phone_number — their mobile number. We match on the last 10 digits, so 19522177561 and (952) 217-7561 both work.

The remaining columns

• amount — dollars, to two decimal places

• funding_account_id — the bank the wallet is funded from. Leave it blank to use the default bank.

• expiration_date — written as m/d/YYYY H:M:S. Leave it blank and the funds never expire.

• notes — added to the wallet's history. Leave it blank and we use "Added $X to Account".

Note: If you don't know your funding account IDs, ask your Fanmaker point of contact or email [email protected].

Example CSV

A file with the headers member_id, amount, funding_account_id, expiration_date and notes, and one row reading:

• member_id — 123456789

• amount — 100.56

• funding_account_id — 2

• expiration_date — 12/31/2028 13:17:09

• notes — Loaded funds $100.56

Note: This import adds real funds and cannot be reverted. Check the review report and the preview rows carefully before you click Process this file.