Overview
Perkstar lets you import customers from a CSV file, export your full customer list, and download transaction history for any loyalty card — all from your dashboard. This is useful for migrating from another loyalty system, backing up your data, or analyzing customer activity.
Importing customers
Step 1: Download the import template
Navigate to Customers in the left-hand menu.
Click the Import tab at the top of the screen.
Click Download Import Template to download the CSV file.
Step 2: Fill in customer data
Open the CSV file and enter your customer information. If you're migrating from another loyalty system, you can use the balance column to specify the number of points each customer should have — preserving their existing rewards.
Important: Follow these rules when filling in the template:
Do not delete any columns, even if you don't have data for them — leave them blank instead
Do not add any extra columns
Maximum 20,000 customers per file. If you need to upload more, do so in multiple batches
Save the file when complete.
Step 3: Upload the file
Click the Import button.
In the popup, click Select File and choose your saved CSV file.
If you want to issue a card to these customers during import, click Select Template and choose the card template from the list.
Click Import.
The customer profiles are imported and appear in your Customers grid. If you selected a card template, each customer will have that card added to their profile.
Tip: For detailed instructions on migrating customers from another loyalty system while preserving their point or stamp balances, see How to transfer customers and their rewards into Perkstar.
Exporting customers
Export all customers
Navigate to Customers in the left-hand menu.
Click the Export button at the top right.
A file containing all customers is downloaded to your device. The export includes: name, phone number, date of birth, email address, date created, card status, card serial number, card device, UTM, and custom fields.
Note: If you use multiple loyalty programs (e.g., a coupon card and a stamp card), all customers across all programs are included in the export.
Export customers for a specific card
If you only need customers from a particular loyalty program:
Navigate to Cards in the left-hand menu.
Open the specific card template.
Go to the Clients section within that card.
Click the Export button.
This export includes: name, phone number, email address, date of birth, date created, card status, card serial number, card device, UTM, total visits, LTV, expiry date, limits, and custom fields.
Note: The exact data fields may vary depending on the card type.
Exporting transaction history
You can download the transaction history for any individual card.
Navigate to Cards in the left-hand menu.
Open the specific card template.
Click the Download button to export the transaction history.
The export includes: date created, first name, last name, phone number, device, template, operation, note (internal comments from scanner transactions), amount, balance, purchase sum, manager, company, location, charging device type, and UTM source.
Note: The exact data fields may vary depending on the card type.
FAQs
Can I import more than 20,000 customers at once?
No. The maximum is 20,000 customers per file. If you have more, split them into multiple files and import them in separate batches.
Can I assign a card to customers during import?
Yes. After selecting your CSV file, choose a card template from the Select Template dropdown. Each imported customer will have that card added to their profile.
Can I preserve customers' existing point balances when importing?
Yes. Use the balance column in the CSV template to specify each customer's point or stamp balance. This is useful when migrating from another loyalty system.
What format does the import file need to be?
CSV format only. Use the provided import template to ensure the correct column structure.
Does the export include customers from all loyalty programs?
When exporting from the Customers section, yes — all customers across all programs are included. To export customers for a specific card, go to that card's template and export from the Clients section within it.