> ## Documentation Index
> Fetch the complete documentation index at: https://loyalty-interchange.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Member and balance import

> Create a checksummed import plan and reconcile opening balances without disguising migration as purchase activity.

Create a private plan from JSON or CSV:

```bash theme={null}
npm run lip -- migration plan \
  --program-id acme-rewards \
  --input members.csv \
  --output .lip/member-plan.json
```

Required fields are `external_member_id`, `identity_value`, and integer
`available_balance`; optional fields are `identity_type`, `member_id`, and
`unit`. Duplicate ids/identities are rejected. Opening balances are explicit
`migration` adjustments with `qualifies_for_tier: false`. The `0600` output
contains identity data and must not be committed.

After applying the operations through the normal API, export target state and
reconcile:

```bash theme={null}
npm run lip -- migration reconcile \
  --plan .lip/member-plan.json \
  --archive .lip/target-state.json \
  --output .lip/reconciliation.json
```

Punchh- or Paytronix-style sources may also contain household links, locked
balances, expiration lots, banked rewards, tier history, and consent. Those
require an explicit source adapter; a generic CSV import is not a claim of
vendor compatibility.