VinesOS Member Import File

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF	AG	AH	AI	AJ	AK	AL	AM
1	Notes: 1. Click ‘File’ > ‘Make a Copy’ and then Rename. 2. Bolded column headings are mandatory. 3. Enter members below instructions and example. 4. Share file with editing permissions to info@vinesos.com
2	customer_id	token_alias	cc_number	cc_exp_month	cc_exp_year	lastname	firstname	club_id	pickup	active	email	shipp_first_name	shipp_last_name	shipp_company	birthdate_so	bill-address1	bill-address2	bill-city	bill-state	bill-zip	bill-phone	shipp_company	shipp_address1	shipp_address2	shipp_city	shipp_state	shipp_zip_code	shipp_phone	total_orders	total_wineclub	total_events	date_joined	employee	hold_clubshipment	pickup_location	private_comments	gift	# remaining	Gift billing email

3	Enter the member ID that is used on your current platform to identify the token, or credit card alias. This could be an assigned number or email address. Ask your current provider	This is the random string of digits that represents the actual credit card. If you have a token or alias from your current vendor or card processor, include it here. Otherwise, leave this blank	Masked or last 4 digits of Credit Card Number	Card Expiry month	Card Expiry Year	This is BILLING last name	This is BILLING first name	Enter a unique club ID, ensuring it matches what is set in the Club ID field on the VinesOS Club page. If you have members in more than one club, add a new column with the heading 'club_id' for each club. In other words, if the member belongs to three clubs, you would add two new columns, each with the header 'club_id', and put in the club ID for each club they belong to. This must be set before the import. Learn more	REQUIRED: If member picks up, enter yes, if not enter no.	REQUIRED: If member is active, enter “a”, if inactive enter “i”	Member email address. Must be unique. This is a required field. If you don’t have, we suggest making up a fictitious one and updating it when you get it. For example “member1@yourwinery.com" but keep in mind the member will not get notifications.	Shipping first name	Shipping Last name	Shipping Company name	Enter members significant others date of birth, if you or offer coupons or discounts for them as well.	Billing Street address	Billing Suite, address 2 field	Billing city	Billing state	Billing ZIP Code	Member main phone. Billing phone number, this can be any format	Shipping address company name	Shipping street address	Shipping address field 2	Shipping city	Shipping state	Shipping ZIP Code	Shipping phone number	Lifetime value: Total e-commerce orders	Lifetime value: Total wine club orders	Lifetime value: Total event orders	Date member joined, formatted as above	Employee name, if club member signups are tracked. This is seen only in the Vines OS Dashboard	If club membership is on hold, enter date that it is on hold until, as formatted above	Only use this if you have more than one location. Use exact location as entered in Ecommerce > Settings > Wine (or Product type) > pickup location (at bottom)	Include any private notes or comments, this can be seen in dashboard and will appear to staff on POS when you add the member to the order. The member will not see this on their file.	yes/no	Integer value for remaining gifted shipments	Email of the gift giver. Gift club receipts are sent to this email. Gifted member name and email should be entered in the member name and email fields (col A,B,C)
4	23389328	32o98579345937ed98	xxxxxxxxxx3495	5	2024	Smith	John	Red2	no	a	sample@email.com				1992-03-15	123 Street	Suite 200	San Jose	CA	95124	111-111-1111	Vines OS	1900 Camden Ave	Suite 100	San Jose	CA	95124	111-111-1111	100	150	50	2011-08-17	Jennifer	2012-01-20	Downtown	Legacy member, include extra benefits.	No	3
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