The Ultimate Guide to Importing Data into PeopleVine

You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine. Check out this guide for some samples and the overall data model.


  • Gift Card / House Credit Balances (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Certificate Number (serial_number)
    • Initial Value (initial_value)
    • Current Value (current_value)
    • Status (active or inactive) (status)
    • Gift Card Pin (gift_card_pin)
    • Expires On (expires_on)
    • Created On / Issued On (created_on)
    • Gift Card Type (giftcard, rewardcert, promocert) (gift_card_type)
  • Vanity URLs for SEO (sample csv)
    • Domain Name (domain_name)
    • Vanity URL Path* (e.g. /baseball) (domain_path)
    • Destination* (route_url)
  • Customer CRM Data (sample csv)
    • Tag as Attribute (attribute)
    • Note (add as customer note) (note)
    • Customer Type (customer, dealer, employee, admin) (customer_type)
    • Email *Unique ID* (email)
    • Email Secondary (sets up new CRM record and links) (email2)
    • Full Name (full_name)
    • First Name (first_name)
    • Middle Name (middle_name)
    • Last Name (last_name)
    • Gender (M for Male, F for Female, T for Transgender or U for Unknown) (gender)
    • Company Name (company_name)
    • Company Title (company_title)
    • Mobile Number *Unique ID* (mobile_number)
    • Phone Number (phone_number)
    • Birthdate (birthdate)
    • Anniversary Date (anniversary_date)
    • Address (address)
    • Address 2 (address2)
    • Address 3 (address3)
    • City (city)
    • State (state)
    • Zip Code (zip_code)
    • Country (country)
    • Customer Reference (customer_reference)
    • Profile Photo (profile_photo)
    • Opt In Email (Y or N) (opt_in_email)
    • Opt In SMS (Y or N) (opt_in_sms)
    • Opt In Updates (Y or N) (opt_in_updates)
    • Facebook Handle (facebook_handle)
    • Instagram Handle (instagram_handle)
    • LinkedIn Handle (linkedin_handle)
    • Twitter Handle (twitter_handle)
    • Website (website)
    • Passbook Enabled (passbook_enabled)
    • Username (username)
    • Password (password)
    • Timezone (timezone)
    • Created On (created_on)
    • Modified On (modified_on)
    • Secondary Title (address_type)
    • Secondary Address (secondary_address)
    • Secondary Address 2 (secondary_address2)
    • Secondary Address 3 (secondary_address3)
    • Secondary City (secondary_city)
    • Secondary State (secondary_state)
    • Secondary Zip Code (secondary_zip_code)
    • Secondary Country (secondary_country)
    • Secondary Address Notes (secondary_address_notes)
    • Secondary Address Phone Number (secondary_address_phone_number)
  • Directory (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • about (about)
    • business_email (business_email)
    • business_id (business_id)
    • business_latitude (business_latitude)
    • business_longitude (business_longitude)
    • business_status (business_status)
    • category_no (category_no)
    • category_name (category_name)
    • company_logo (company_logo)
    • company_name* (company_name)
    • contact_name (contact_name)
    • country (country)
    • created_on (created_on)
    • fax_number (fax_number)
    • phone_number (phone_number)
    • slogan (slogan)
    • tollfree_number (tollfree_number)
    • website (website)
    • Social - Facebook (facebook)
    • Social - Twitter (twitter)
    • Social - Pinterest (pinterest)
    • Social - Instagram (instagram)
    • Social - LinkedIn (linkedin)
    • Social - Flickr (flickr)
    • Social - Vimeo (vimeo)
    • Review - Yelp (yelp)
    • Review - Trip Advisor (tripadvisor)
    • Review - Google Plus (googleplus)
    • Review - Houzz (houzz)
    • Location - address1 (address1)
    • Location - address2 (address2)
    • Location - address3 (address3)
    • Location - business_location_id (business_location_id)
    • Location - business_location_no (business_location_no)
    • Location - business_no (business_no)
    • Location - city (city)
    • Location - country (country)
    • Location - created_on (created_on)
    • Location - email (email)
    • Location - hours_sunday (hours_sunday)
    • Location - hours_monday (hours_monday)
    • Location - hours_tuesday (hours_tuesday)
    • Location - hours_wednesday (hours_wednesday)
    • Location - hours_thursday (hours_thursday)
    • Location - hours_friday (hours_friday)
    • Location - hours_saturday (hours_saturday)
    • Location - location_contacts (location_contacts)
    • Location - location_latitude (location_latitude)
    • Location - location_longitude (location_longitude)
    • Location - location_name (location_name)
    • Location - location_notes (location_notes)
    • Location - location_website (location_website)
    • Location - modified_on (modified_on)
    • Location - phone_number (phone_number)
    • Location - state (state)
    • Location - tollfree_number (tollfree_number)
    • Location - zip_code (zip_code)
    • Custom Attributes (custom_attribute_name)
  • Membership Data (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Expiration Date (expiration_date)
    • Joined On (created_on)
    • Field 1 (field1_value)
    • Field 2 (field2_value)
    • Field 3 (field3_value)
    • Field 4 (field4_value)
    • Field 5 (field5_value)
    • Field 6 (field6_value)
    • Membership Card Graphic (url) (membership_card_graphic)
    • Membership ID (membership_id)
    • Membership SKU (membership_sku)
    • Membership Status (active, inactive, pending) (card_status)
    • Parent Membership Card (parent_membership_card_no)
    • Parent Member Email (parent_email)
    • Subscription Frequency (subscription_frequency)
    • Subscription Rate (subscription_rate)
    • Subscription Details (subscription_details)
    • Subscription Next Billing Date (next_date)
    • Subscription Last Billing Date (last_date)
  • Parent Membership (sample csv)
    • Parent Membership ID (parent_membership_id)
    • Parent Email (parent_email)
    • Child Membership ID (membership_id)
    • Child Email (email)
  • Inventory (sample csv)
    • Product ID (product_no) (product_no)
    • Product SKU (product_sku)
    • External ID (external_id)
    • Available Inventory (set to this number) (inventory_set)
    • Adjusted Inventory (we will add/remove this number) (inventory_total)
    • Inventory Type (In Hand or On Order) (inventory_type)
    • Stock Date (stock_date)
    • Inventory Location ID (inventory_location_no)
    • Item Cost (inventory_cost)
    • Inventory Threshold - Set value to be notified when running low (inventory_threshold)
    • Variation - Automatically create a variation and sync inventory
  • Order Data (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Affiliate ID (affiliate_no)
    • Check if Gift (True or False) (gift_flag)
    • Created On (created_on)
    • Discount Total (discount_total)
    • External Order Number (external_order_no)
    • Flag Completed (Enter 1) (flag_completed)
    • Flag Completed Date (flag_completed_date)
    • Flag Followup (Enter 1) (flag_followup)
    • Flag Followup Date (flag_followup_date)
    • Flag Modified (Enter 1) (flag_modified)
    • Flag Modified Date (flag_modified_date)
    • Flag Paid (Enter 1) (flag_paid)
    • Flag Paid Date (flag_paid_date)
    • Flag Pulled (Enter 1) (flag_pulled)
    • Flag Pulled Date (flag_pulled_date)
    • Flag Returned (Enter 1) (flag_returned)
    • Flag Returned Date (flag_returned_date)
    • Flag Shipped (Enter 1) (flag_shipped)
    • Flag Shipped Date (flag_shipped_date)
    • Flag Verified (Enter 1) (flag_verified)
    • Flag Verified Date (flag_verified_date)
    • Gift Message (gift_message)
    • IP Address (ip_address)
    • Modified On (modified_on)
    • Order Data (order_data)
    • Order Date (order_date)
    • Order Notes (order_note)
    • Order Source (order_source)
    • Order Status (pending, processing, completed, cancelled) (order_status)
    • Order Total (order_total)
    • Order Type (purchase, points, quote) (order_type)
    • Order Via (order_via)
    • Purchase Order Number (purchase_order)
    • Session ID (sessionID)
    • Shipping Total (shipping_total)
    • Sub Total (sub_total)
    • Tax Total (tax_total)
    • Tip Total (tip_total)
    • Line Item (Sku|Quantity|Price|Notes,) (line_item)
    • Line Item (Product ID: #, Product Qty: #, Product Unit Price: #, Product Variation Details: ABC|) (line_item_bigc)
    • Shipping Address Notes (address_notes)
    • Shipping Address Type (shipping, service, pickup) (address_type)
    • Shipping Address 1 (address1)
    • Shipping Address 2 (address2)
    • Shipping Address 3 (address3)
    • Shipping City (city)
    • Shipping Company Name (company_name)
    • Shipping Country (country)
    • Shipping First Name (first_name)
    • Shipping Last Name (last_name)
    • Shipping Phone Number (phone_number)
    • Shipping State (state)
    • Shipping Zip Code (zip_code)
    • Shipping Courier (shipping_courier) 
    • Shipping Method (shipping_method)
    • Shipping Quantity (shipping_quantity)
    • Shipping Status (shipped) (shipping_status)
    • Tracking Number (tracking_number)
    • Matched (Y or N) (matched) (cmatched)
    • Payment Type (credit card, papercheck, comped, cash, credit, giftcard, voucher, paypal) (payment_type) (cpayment_type)
    • Purchase Order (purchase_order) (cpurchase_order)
    • Merchant Response (raw_response) (craw_response)
    • Refunded Amount (refunded_amount) (crefunded_amount)
    • Last 4 Digits of Card (t_card_four) (ct_card_four)
    • Credit Card Type (t_card_type) (ct_card_type)
    • Charge Amount (transaction_amount) (ctransaction_amount)
    • Transaction ID (transaction_id) (ctransaction_id)
  • Products (sample csv)
    • Product Title (Long) (product_long)
    • Product Short (Short) (product_short)
    • Product SKU (product_sku)
    • Product Unit (unit_type)
    • Product Type (physical, service, digital, bundle, add-on, external) (product_type)
    • Brand/Manufacturer (brand)
    • Category Name (category)
    • Retail Price (retail_price)
    • Sale Price (sale_price)
    • Add to Cart Price (cart_price)
    • Dealer Price (dealer_price)
    • MSRP Price (msrp_price)
    • Shipping Fee (shipping_fee)
    • Handling Fee (handling_fee)
    • Allow Backorders (Y or N) (flag_backorders)
    • Limited Availability (Y or N) (flag_limited)
    • On Demand (Y or N) (on_demand)
    • Lead Time (in days) (lead_time)
    • Inventory In Stock (in_stock)
    • Page Keyword (page_keyword)
    • SEO: Meta Title (meta_title)
    • SEO: Meta Description (meta_description)
    • SEO: Meta Keywords (meta_keywords)
    • Main Photo (photo_url)
    • Attach Photo (photo)
    • Parent Product (product_no) (product_above)
    • Parent Product (SKU) (product_above_sku)
    • Product Description (product_description)
    • Product Summary (product_brief)
    • Product Flag (featured, frontpage, discontinued, special order) (product_flag)
    • Proudct Weight in lbs. (product_weight)
    • Tax Rate (tax_rate)
    • Visibility (public or hidden) (visibility)
    • Product Link (product_link)
    • Dimensions - Width (dimensions_width)
    • Dimensions - Height (dimensions_height)
    • Dimensions - Depth (dimensions_depth)
    • External ID (external_id)
    • Custom Attribute (custom_attribute)
  • Loyalty Members (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Activity Completed* (activity_title)
    • Points Earned (point_earned)
    • Status (approved, pending, denied, expired) (status)
    • Notes (internal) (notes)
    • Rewarded On (date) (rewarded_on)
    • Business Name (company_name)
    • Notes (viewable by member) (item_data)
    • Membership ID (membership_id)
    • Import ID (import_id)
  • Loyalty Redemptions (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Points Spent (point_spent)
    • Redeemed For (redeemed_for)
    • Redemption ID (redemption_id)
    • Membership ID (membership_id)
    • Import ID (import_id)
    • Redeemed On (created_on)
  • Events (sample csv)
    • Event Title (event_title)
    • Full Description (event_description)
    • Brief Summary (event_summary)
    • Start Date (event_date)
    • End Date (event_date_end)
    • Location (Full Address) (event_location)
    • Venue (event_venue)
    • Event Type (public, register, standard, ticket, external) (event_type)
    • Display To (members, public, customers, private) (event_display)
    • Category ID (category_id)
    • Category Name (category_name)
    • Timezone ID (event_timezone_id)
    • Graphic (event_graphic)
    • Keyword for URL (event_keyword)
    • Status (approved, pending, denied) (event_status)
    • Event ID (for repeating events) (event_id)
    • Event Data (event_data)
    • Social Sharing (Short) (share_short)
    • Social Sharing (Long) (share_long)
    • External Link (set event_type = external) (external_link)
    • Event #tag for Social (event_hashtag)
    • Facebook Event URL (facebook_link)
    • SEO Meta Keywords (meta_keywords)
    • SEO Meta Description (meta_description)
    • Allow Cancellation (Y or N) (allow_cancel)
    • Cancel Cutoff Time in Minutes (cancel_cutoff)
    • Allow Transfer Tickets to Other Person (Y or N) (allow_transfer)
    • Event Settings (free JSON field) (event_settings)
    • Event Latitude (event_latitude)
    • Event Longitude (event_longitude)
    • External ID (external_id)
  • Event Attendees (must use link on event menu) (sample csv)
    • Customer - Reference ID (customer_reference)
    • Customer - customer_no (customer_no)
    • Customer - E-mail (email)
    • Customer - Mobile Number (mobile_number)
    • Serial Number (for Validation) (ticket_serial)
    • Purchase Date (purchase_date)
    • Ticket Price (ticket_price)
    • Scanned On (if scanned) (scan_date)
    • Notes (ticket_notes)
    • External ID (external_id)
    • Quantity (Default 1)
    • Ticket Status (default: register or set to: cancelled, purchased, redeemed, scanned)

Additional Help Tutorials

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Posted August 24, 2021

Get an Alert When Members Pay their Invoices

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Posted August 17, 2021

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Posted August 13, 2021

Allow People to Pay at /Charge or /NOT with our New Setting

We added a new setting that requires you to enable the out-of-the-box /charge/# (where # is a dollar amount to charge someone e.g. /charge/10.25 for $10.25).

Posted July 31, 2021

Add Your Own SMS Provider (Currently Working with Twilio)

Add your own SMS provider by providing your own Twilio credentials to leverage your account for sending and receiving messages.

Posted July 30, 2021

Use Auth0 Single Sign On Technology with Peoplevine

You can have your members SSO into your member portal by routing them through Auth0.

Posted July 29, 2021

Issue a Set of Perks to All Members - Great for Special and Last Minute Perks

Looking to bring spike your business? Leverage our feature to re-issue one-time perks to all members in two clicks.

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Using Adyen as Your Payment Gateway

We support an integration with Adyen, a leader in payments in Europe, to process credit cards for all types of transactions including recurring billing, F&B, merch, event tickets and much more. This article will help you get things setup.

Posted July 20, 2021

Updated Affiliate Reporting for More Visibility and Accuracy

We recently updated our Affiliate engine with more detailed and actionable reporting to help you service your affiliates better and pay them sooner.

Posted July 13, 2021

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