---
title: "Updating & reseting balances"
description: "This recipe explains how to manually update user loyalty points balances (i.e. not as part of a rule completion or spend action; an example use-case is to reset all user point balances to 0)."
keywords: ["update loyalty balance", "manual points adjustment", "bulk import points", "sync loyalty balances"]
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://docs.snagsolutions.io/llms.txt). Append `.md` to any page URL for its markdown version.

import FeedbackForm from '/snippets/FeedbackForm.mdx'

## Overview

In some cases, you may need to manually update loyalty point balances outside the context of automated rules or spend actions. For example:

- Resetting all user balances to zero.
- Crediting or debiting points manually for a specific promotion or adjustment.

Snag provides two approaches for handling this: a no-code solution via the admin dashboard and a programmatic solution using the API.

---

## Approaches

### Admin Dashboard (recommended)

We provide a no-code solution for this via the admin dashboard. Note: this approach supports up to 250,000 balance changes per CSV upload.

#### Steps:

1. Go to the admin dashboard: https://admin.snagsolutions.io.
2. Navigate to the `Loyalty` page from the left-side menu.
3. Click `Update Balances` (this opens the modal for updating user balances and provides a CSV template for uploading balance changes).
4. Download and fill out the CSV template with the relevant balance changes.
5. Upload the completed CSV file in the modal.
6. Click `Add` to queue the balance changes. A rule will be created to represent the queued changes. If it does not appear immediately, refresh the page.
7. Verify execution:
   - Click the eye icon on the created rule.
   - Compare the `Rewards` count to the number of rows in your CSV file. If they match, execution is complete.

---

### API

For programmatic updates, use the endpoint to create a loyalty transaction and update balances.

#### Endpoint:

**Request Body:**

```json
{
  "description": "An explanation for the manual balance adjustment",
  "loyaltyCurrencyId": "string",
  "entries": [
    {
      "walletAddress": "0x00",
      "direction": "debit",
      "amount": 0
    },
    {
      "walletAddress": "0x01",
      "direction": "credit",
      "amount": 100
    }
  ]
}
```

- `description`: Explanation for the adjustment (e.g., “Reset balances to zero”).
- `loyaltyCurrencyId`: The ID of the loyalty currency to update.
- `entries`: A list of transactions specifying:
  - `walletAddress`: The wallet of the user whose balance is being adjusted.
  - `direction`: Either credit to add points or debit to remove points.
  - `amount`: The number of points to credit or debit.

**Example Response:**

```json
{
  "code": 200,
  "message": "Values updated successfully."
}
```

#### Steps

1. Prepare the JSON payload with your required adjustments.
2. Send a POST request to the endpoint with your payload.
3. Verify the response to ensure the transaction was processed successfully.

## Summary

For flexibility and simplicity:

- Use the Admin Dashboard for batch updates and non-technical workflows.
- Use the API for programmatic and highly customized updates.

Both approaches ensure your loyalty balances are kept up to date with minimal effort.

---

## Point Reset Options

Snag admins have access to a **Reset Balances** feature, which allows for resetting loyalty balances in different ways. This feature provides three reset options:

1. Reset all balances
   - Reset all user balances to zero
   - The currency itself, ledger data and existing rules remain unchanged
2. Reset all balances and ledger data
   - Resets all user balances to zero and resets the ledger data
   - The ledger reset is done by cloning the exisitng currency and all associated rules
3. Reset all balances, ledger data and rules
   - Reset all user balances to zero
   - Clones the currency and deletes all associated rules without recreating them

### Important Notes

- This feature is only available to **Snag admins**. If other users require access to this functionality, they should contact Snag support.
- Resetting balances cannot be undone, so proceed with cauting when using these options.