Search

Manage your stores

Manage a list of physical store locations that can be displayed on your customers' cards and used for geolocation-based notifications.

You can associate customers with specific stores and display store information such as address, phone number, and opening hours directly on their wallet cards.

Before you start

  • The Stores feature must be activated in Account Settings.
  • Store information data must be ready, including name, address, coordinates, and opening hours.
  • The store ID must be included in the data mapping, so each customer has a store ID to which they are linked.

⬇️ Upload your store list

You can manage your store list using one of three methods:

Manual upload via CSV file

Use this method for initial setup or occasional updates.

  1. Prepare your CSV with the following columns:

    Column Type Required Description
    identifier VARCHAR

    ✅

    		 Unique store ID
    name CHAR

    ✅

    		 Store name
    address1 CHAR

     

    		 Address line 1
    address2 CHAR

     

    		 Address line 2
    postal_code CHAR

     

    		 Postal code
    city CHAR

     

    		 City name
    country_code CHAR

     

    		 2-character country code
    phone CHAR

     

    		 Phone number
    email CHAR

     

    		 Store email
    monday - sunday CHAR

     

    		 Opening hours per day
    latitude FLOAT

     

    		 GPS latitude
    longitude FLOAT

     

    		 GPS longitude
    url CHAR

     

    		 Store URL
    💡 Good to know
    Only identifier and name are required fields. All other fields are optional but recommended for displaying complete store information on cards.
  2. On your Wallet account, go to Library > Stores.
  3. Click Upload CSV file and upload your file.

Automated import via SFTP

Use this method for daily or regular automated updates.

Set up automated CSV file deposit on the configured SFTP. Files are processed automatically at scheduled times using the same CSV structure as manual upload.

➡️ This method requires technical integration. Contact the technical team for API documentation.

API integration

Use this method for real-time updates via API.

➡️ This method requires technical integration with your store management system. Contact the technical team for API documentation.

🔗 Associate customers with stores

To associate customers to a specific store, provide the store attribute for each of them. Use the store identifier as the value.

💳 Display store information on cards

Use templating variables in your card design:

  • {{ store.name }}
  • {{ store.address1 }}, {{ store.postal_code }}, {{ store.city }}
  • {{ store.phone }}
  • {{ store.opening_hours.monday }}
  • {{ store.latitude }}, {{ store.longitude }}

The store information will automatically display based on the customer's associated store.

🏪 Store access module

Store access is an optional feature that gives individual stores a simplified interface to view their active card count, send notifications to their customers, and schedule notifications.

To activate Store access, go to the main admin interface and create store access individually or in bulk.

cw_store-access-2_en-us.png

Store staff can access https://store.captainwallet.com to:

  • View total active cards associated with their store or stores.
  • Create and send immediate notifications.
  • Schedule notifications for a future date and time.
  • View notification history.
💡 Good to know
For security reasons, only one connection per store is allowed at a time.

⏭️ What's next?