📚 Introduction
Points Import lets you bring in existing customer balances or add bonus points in bulk.
✅ Use during migration from another provider (so balances carry over).
🎁 Use anytime for promotions (e.g. bonus points for a holiday weekend).
Available on the Starter plan and above.
👉 If you’re migrating from another loyalty provider, check out our Migration Guide for the full process.
📂 What You’ll Need
Prepare a .CSV file with the following headers:
Points | Action | |
1500 | Platform Migration | |
500 | Bonus Points |
Email → The customer’s email address (required).
Points → The number of points to import (required).
Action → A short description of why the points were added (optional, but strongly recommended — this text will be shown to customers in widgets).
⚙️ Import Types
When sending us your file, let us know which type of import you’d like:
🔄 Overwrite Balances → Replaces the customer’s existing point balance with the new value in your file.
➕ Add to Balance → Adds the points in your file to the customer’s existing balance.
📤 How to Submit
1️⃣ Create your CSV following the format above.
2️⃣ Send the file to us on Live Chat.
3️⃣ Let us know why you’re importing: Is this a migration, adjusting balances, or giving away bonus points?
Our team will confirm once the import has been completed ✅.
👉 Doing a full migration? Follow our Migration Guide to make sure your program rules and settings are ready before importing.
❓ FAQs
Can I run imports outside of migration?
Yes! Imports can be used anytime — perfect for running promotions, rewarding VIPs, or adding bonus points.
What happens if I make a mistake in my file?
No problem. We can reset the data and re-import a corrected file.
Do customers see the Action text?
Yes, this is shown in your loyalty widgets. It helps customers understand why points were added to their balance.