Run your program
Import members
Switching from another loyalty app? Bring your members and their balances with you, so nobody loses the points they've earned.
1. Export your members
Export a CSV from your current loyalty app:
- Smile.io: Customers, then Export
- LoyaltyLion: Customers, then Export
- Yotpo: Customers, then Export customers
- Anything else: a spreadsheet saved as CSV, with an email column and a points balance column
2. Upload and check
Go to Import in the app menu and upload the file — up to 10 MB. The app reads the header row and picks the matching column for each field by itself, so for exports from the apps above you usually only need to check them.
The fields are split into Required and Optional. Each dropdown lists every column in your file; change one only if it picked the wrong column, and leave optional fields as Not in file if you don't have them:
| Setting | What it does |
|---|---|
| Required. Used to match each member to a Shopify customer. | |
| Points balance | Required. Their spendable balance. |
| Lifetime points | Optional. Points earned in total, which decides their VIP tier. |
| First name, Last name | Optional. |
| Birthday | Optional. For the birthday reward. |
Before anything is imported you see how many members are ready and which lines will be skipped, and why — no email, an email that doesn't look right, points that aren't a number, or the same email twice.
3. Run the import
Click Import. You can leave the page; the import keeps going in the background. When it's done you'll see how many members and points were imported.
How members are imported
- Members are matched to Shopify customers by email.
- Their balance is added as it is in the file — no welcome bonus and no emails.
- Each customer can only be imported once, so running a file twice is safe.
- Emails that don't belong to a customer in your store aren't imported. Download the list, and import them in a new file once they have an account.