Loyalty & Rewards: Importing Customer Data and Points
Customers and points are precious so if you do have those data collected, they can definitely be migrated to Stamped - Loyalty & Rewards in just a few simple steps.
Note: For any email address that matches existing customer profiles in the account, the import points will be added to the current balance instead.
In This Guide
How to Import Your Customers And Points
- Download the CSV file at Settings - Importer, under NOTE section:
- Fill in the customers and points details *Please limit each import file to a maximum of 5000 rows*
- Import them to our app by going to Settings - Importer
- Upload CSV file
If you are having an issue with the import process, please email us at firstname.lastname@example.org and our support team will be happy to assist you.
CSV Template Guidelines
The table below describes the headers of the CSV file (the top row) and types of information that belongs in each column:
|first_name||First name of the customer||John|
|last_name||Last name of the customer||Doh|
|Email address of the email@example.com|
|points||Amount of points the customer has (Must be whole number)||5000|
|birthday||Birthday of the customer||1990-10-24|
|vip_tier||Membership tier (Mandatory field for VIP Program)||Gold|
|vip_tier_end_date||Membership tier end date (Mandatory field for VIP Program)|| 2021-06-14