How to Add Point Cards

Here are the steps to being able to add Points through EOS screens.

Adding Points

  1. Browse to the Organization Manager (Admin | Organization Manager), search for the desired organization, then click its the Point Cards link.

  2. Click the “upload file…” link.

  3. On the Points Manager page, click the “download sample” link and save this file to your computer.  Make a note of where it’s saved, because you’ll need to open this file in the next step.
    Note: Leave this page open.  We’ll come back to it in a later step.

  4. Open the file that was downloaded in the above step.  It should open in Excel even though it is a “.csv” file and not a “.xlsx” file.

  5. Delete rows 2 and 3, but leave the column headers row (row 1).

  6. Open your other points spreadsheet.  You are going to copy and paste (paste special) data from your xlsx spreadsheet to the sample csv spreadsheet, but in as specific way that I will explain next.

  7. Highlight your cells (on the 10 point tab) in column A (don’t highlight the entire column A, just the cells with data in it).  Then right click within the highlighted cells and choose “copy”.

  8. Go to the csv sample file, click in the cell under the CardNumber heading, right click and choose the 2nd paste icon – the one with “123” on it and says “Values (V)” in its tool tip popup (like this ).
    Please note that if you choose the basic paste option, you will end up with a formula listed where I’ve highlighted in the below image instead of the actual value of the first cell in your pasted range.  You NEED to end up with the resulting value and NOT the formula. This is import because you don’t want to import formulas, you want to import your results from the formulas.  That is why we past values instead of the regular paste function.

  9. Next, in the sample csv file, edit column B for each of these to add the # of points each CardNumber should receive.

  10. If you have more to add, scroll down and repeat steps 7-9 until all points are added.  Don’t forget to paste values instead of formulas.

  11. Once you have all your data into the sample spreadsheet, save it while keeping the same csv format.  You can choose a different name, but again remember it for the next step.  Then close the this file so we can upload it without interference.  Note: it may ask you to save it again when closing it, but it’s already saved. I usually say yes anyway.

  12. Back to the Points Manager page in EOS, click the gray “Choose File” button, browse to and select the file saved in step 11.

  13. Finally, with the name of your file now listed next to the gray Choose File button (“PointsSample.csv” here), click the purple “Upload” button.  The points will be uploaded and be listed in the grid below.