Introduction

Welcome to Loyoly !
Want to switch your loyalty app without losing your customers? Loyoly makes it easy: you can import point balances and transfer all your customers, so your loyalty program keeps rewarding them. Follow the steps below to make the transfer.

✨ Point import is available only on the Advanced or Plus plans.

Import your customer data

To import your customer data into Loyoly, you can retrieve it directly from Shopify and if needed, complete it with a file from your previous loyalty solution.

This allows you to retain the data of your already loyal customers without losing any history.

Step 1: Retrieve data from Shopify

Log in to your Shopify account.
Go to Customers → Export.
Choose to export all customers or only those with relevant history.

Step 2: Prepare the file for Loyoly

Download our template file: import_users_loyoly.csv
Fill it in with the data exported from Shopify, and if needed, add the number of points from your previous loyalty solution.
Make sure your file contains the following columns in the same order:

customer id
email
last name
first name
points balance
email opt-in
amount spent: only for VIP tiers in € to place your users in the corresponding tiers.

📝 Note: Here are the points to follow for importing the file:

The column order must match the example file.
Emails like "client.choose.rock" are not accepted.
Negative points are not accepted.
For email opt-in, the answer must be "yes" or "no" in lowercase.
Rows containing "N/A" must be removed.
If a row does not contain a last name or if any element is missing, the row will be deleted.

Step 3: Import your customers into Loyoly

Once your CSV file is ready, contact our team by email or via the chatbot so that we can proceed with the import. Your customers will see their points transferred automatically.