Import Customers Into Loyalty Points

 Alert

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

Overview

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

To import customers into Bold Loyalty Points, please follow the steps below.

 


 

Set-Up

  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 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

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