Discounts Groups Users adds members who already exist to a POS discount group, so its discounts become available to them, or removes them from a group. The action column on each row decides which.
Find it in the admin under Reports & Imports › Imports, at app.fanmaker.com/admin/settings/imports. Pick Discounts Groups Users from the What are you importing? picker, then click Download example CSV to start from a file with the right headers.
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.
Two more columns are required, and they need to be in this order:
discount_group_id: the Discount Group to add the member to, or remove them from. This is the second column.
action: whether the row adds or removes the group. This is the third column and it is required. Use one of two values:
add: adds the discount group (by ID) to the member, so its discounts become available to them
remove: removes the discount group (by ID) from the member
A file with the headers email, discount_group_id, and action, and one row reading:
email: [email protected]
discount_group_id: 1234
action: add
This makes the discounts in group 1234 available to [email protected]. Change action to remove on that row to take group 1234 away from them instead.