Import Customers Into Loyalty Points

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Overview

Loyalty Points gives you the flexibility to import your customers' information from another loyalty app. You can also import your information from Loyalty Points V1 to upgrade the app's version.

Note: Your customer information should already be exported to a CSV file before proceeding with this guide.

To import customers into Loyalty Points, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Loyalty Points.

    Select Bold Loyalty Points

  3. Select Customers.

    Select Customers

  4. Select Import.

    Select Import

  5. Select Choose File and use the file manger to select the CSV file to be imported.

    Select Choose File

  6. Select Set Balance.

    Note: The "Adjust Balance" option is used if you are importing customer balances to a currently-active program.

    Select Set Balance

  7. Select Import.

    Select Import

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