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CSV import for points

manage points in a bulk with CSV

Updated over 2 weeks ago

What can I import?

The information you can import are listed below.

Name

Input Method

Details

Email

by words

email address

Points

numbers

Total amount of points

Expiration extension

True/False

To extend the expiration or not

  • CSV import can only reward points to existing customers. If you wish to create new accounts, please first import the customer info through Shopify.

  • Please make sure no capitals are used in customer emails.

How to import the information

By importing the CSV file that contains the contents listed above, you can bulk adjust points.

  1. Download the template file
    Access the "CSV" tab in the easyPoints admin, and download the template file.

  2. Enter the required data
    Enter the emails and point amounts, and the expiration extension if necessary.

  3. Import the file
    Drag the file into the "Add file" box and click "Start import". The import will be added into the list displaying it's progress and a file containing all errors.

Import status and errors

When an import is finished, the import date and numbers of imported rows and errored rows will be displayed as a list.

you can download the error CSV file to view all errors and it's reasons.

  • Email was not entered, or had a uppercase letter (easyPoints cannot handle upper case letters in emails)

  • Encoding was invalid (needs to be UTF-8)

  • Header was incorrect

  • Deducted more than the customer had

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