Thank you for choosing Casa Loyalty as your new rewards platform! 🎉
In this guide, we’ll walk you through how to migrate your customers and their points from your previous loyalty program to Casa Loyalty.
🧭 Overview
Switching to Casa Loyalty is simple. Here’s what the process looks like:
Export customer and points data from your previous provider
Format the file correctly for Casa Loyalty
Connect with our team to initiate the import
Verify and launch your rewards program with us!
📤 Step 1: Export Data from Your Previous Loyalty App
Start by exporting your customer loyalty data from your current provider. Most apps let you download a CSV file. At a minimum, your file must include:
email (customer’s email address)
points (current point balance)
These two columns are required for a successful migration.
🔄 Optional Columns (if your old provider supports them):
tier – If you have VIP tiers set up and want to migrate them
first_name / last_name – Helpful for record-keeping, not required
signup_date – Useful for loyalty history, optional
referrals – If available and you'd like to carry them over
date_of_birth – If you use birthday-based earning rules
💡 The more accurate your export, the smoother the migration will be.
📌 Not sure how to format your file? You can download sample_customer_points_migration.csv or contact our support team for a ready-made template.
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🧹 Step 2: Format the File for Casa Loyalty
Before importing, format your CSV to match the Casa Loyalty structure. Your file should include the following headers exactly:
points | |
500 | |
1,250 |
Only email and points columns are required
Ensure there are no extra spaces, missing emails, or invalid characters
📌 Need help? Download a sample file sample_customer_points_migration.csv (or reach out to support for a template).
📥 Step 3: Contact Casa Team to Import
Once your CSV file is ready:
Click the chat icon in the bottom-right corner of your Casa Loyalty dashboard
Send us the CSV file via chat
Our support team will verify your data and initiate the migration process for you
✅ We’ll notify you once the import is complete!
✅ Step 4: Review & Launch
After importing:
Go to the Customers tab to review point balances
Double-check a few customer profiles to ensure accuracy
Activate your Place an Order and other earning actions
Customize emails and program settings in the app to reflect your brand
🎉 You're ready to go live with Casa Loyalty!
🚀 Pro Tips for a Smooth Transition
Notify your customers that their points have moved to a new system
Offer a welcome-back bonus or exclusive reward to re-engage users
Use our Extensions to show points on product pages, account pages, and the cart
Explore VIP tiers and referral programs to level up your loyalty strategy
🤝 Need Help?
Have questions or need a hand formatting your data? Just hit the Intercom chat button in your dashboard and our team will guide you through it.