Import Customers Into Loyalty Points

Follow

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 the Apps option on the left-hand side of your Shopify admin

  2. Select Bold Loyalty Points.

    Select Bold Loyalty Points from your list of apps

  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 manger to select the CSV file to be 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 used if you are importing customer balances to a currently-active program.

    Underneath the Choose File button, select Set Balance

  7. Select Import.

    In the bottom-right corner, select Import

Helpful Links:

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.