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Import Customers in Loyalty Points

To import customers with Loyalty Points, follow these steps:

  1. From "Shopify Admin", select Apps.
  2. Select Loyalty Points by Bold.
  3. Select Customers.

    select customers 

  4. Select Import.

    select import 

  5. Select the Customer Migration options.

    select the customer migraion options  

  6. Select Choose File and use the file manager to select the import CSV.

    select choose file 

  7. Select Import.

    select import 

That's it!

Notes:

  • Spreadsheet imports allow you to import data from another loyalty points app to be used with Loyalty Points. To ensure the accuracy of the information received and processed by the app, it's important to specify the column headings using the text boxes. Point balances, as well as tags (which will be assigned to imported customers) can also be included in the file.

    CSV sample

  • When customers are imported, the app will automatically generate Shopify customer accounts for those clients who have not yet registered. The Send invite emails when creating customer accounts in Shopify will send messages with an activation link for accounts that have been generated.

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