How to manually upload points for customers with a CSV file?
How to transfer points from one platform to another?
There may be situations where you need to offer points or reset point balances to a large number of customers at the same time, such as an initial program promotion, transitioning to Loloyal from another loyalty provider, awarding points due to a store closure or unavailability, etc. Importing from a comma-separated value (CSV) file is the best way to adjust customer point balances in bulk.
You can import points from all customers in your store, not just those who signed up with an email and password. This means you can also update a guest's point balance via CSV. Some merchants will take this opportunity to encourage customers to sign up for the program so they can use their points.
Overview
Loloyal CSV Template: Using the CSV file to adjust customers' point balances
Manually Updating a Single Customer Point Balance
Note: CSV import is NOT reversible. Once the data is imported, the changes are permanent.
1. Using a Loloyal CSV Template
You can download a point balance CSV template or make your own using Microsoft Excel or Google Sheets. You can also export your existing customer list and modify the file to import.
Note: Mac Numbers can not export the file correctly. CSV import can not be imported using this spreadsheet platform.
2. Creating a CSV File
To import point balances to Loloyal, the CSV file needs to be formatted properly. Use either Microsoft Excel or Google Sheets to create 2 columns titled Email and Points.
3. Downloading a CSV template
You can download the CSV template directly from Loloyal Admin. To download the template in Loloyal, you should go to the Customers page and click Adjust Customers.
From the dropdown of Import points, choose Add points to existing customer balances or Reset existing customer balances—it doesn't matter which you choose at this point, as we’re just accessing the template download link.
4. Click the Link to Download the Sample CSV Template
Exporting existing customers:
You can download existing customers using the instructions here.
Once you have the CSV file, you can remove all of the columns in the sheet except Email and Points, and use this new file as a starting point for any adjustments you make.
5. Populating the Template with Customer Data
With the template in place, you can start entering or modifying customer data. Enter the customer email address in the Email field and the point balances in the Point field. Then, save the worksheet as a CSV file, or if you’re using Google Sheets, export the file to your desktop or other easy-to-retrieve location.
Using the CSV File to Adjust Customer Point Balances
You can adjust point balances in 2 ways:
Add points to an existing balance
Reset an existing balance to a new value
Once the CSV is compiled and saved, you can import it into the Loloyal Admin in the Customers section with the Adjust Customers.
Then, you will be prompted to choose what to do with the imported points. At this point, you can decide whether to add points or Reset your customers' point balances. After choosing the option you want, click the Import button.
To monitor the progress of import, you can watch the progress tracking bar at the top of the page.
After the import is complete, you will be alerted by the progress tracking bar and receive an email notification. However, please note that customers will not receive any email notifications about this import.