Bulk Import & Export Customers

Version 2 of Bold Loyalty Points gives you the flexibility to import or export your customer's information from another loyalty app, into Bold Loyalty Points. You can also import your information from Loyalty Points V1 to upgrade the app's version.

 


 

Setup

 Alert

Your customer information should already be exported into a .CSV file in order to perform an import.

  1. From the Shopify admin, select Apps.
  2. Select Bold Loyalty Points.
  3. Select Customers.

    From the side navigation bar, select Earning Points (second from the top)

  4. Select Import.

    On the right-hand side, select Import (two buttons are side-by-side; the one on the left is Import)

  5. Select Choose File and use the file manager to select the .CSV file you would like imported.

    In the pop-up window on the left-hand side, select choose File and choose your CSV file to be imported

  6. Select Set Balance.

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

    Underneath the Choose File button, select Set Balance

  7. Select Import.

    In the bottom-right corner, select Import

 


 

  1. From the Shopify admin, select Apps.
  2. Select Bold Loyalty Points.
  3. Select Customers.

    From the side navigation bar, select Earning Points (second from the top)

  4. Select Export Results.

    Select Export Results

  5. The following message will appear, and your results will be sent to the store owner's email address.
    The following message will appear, and your results will be sent to the store owner's email address.

 


 

FAQ

When exporting from Bold Loyalty Points, the .CSV file will contain the following information:

  • Customer Name
  • Customer Email Address
  • Customer Point Balance

 


 

When performing an export from Bold Loyalty Points, the .CSV file will be sent to the email address that's on file for the store owner.

For more information on where you can find this email address or change it, please visit Managing your Shopify account. (links to Shopify)

 


 

You can download a sample .CSV for import, here: Bold Loyalty Points Sample CSV.

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