Migrating from another loyalty app

Export from your previous app

Export your customers with their balances as CSV. Most apps offer this under Customers → Export.

Import

1. Customers → Import CSV.
2. Upload the file and map the columns: email (required), points, store credit, tier, birthday, referral code.
3. Run a dry run first — you get a preview of what would change.
4. Run the import. Existing members' balances are set to the imported value (a ledger entry documents the change); unknown emails are created as members and linked to the matching Shopify customer.

Old orders

Points for orders placed before installation are not awarded automatically; import balances instead.