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.io - 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
- 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 email@example.com 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 firstname.lastname@example.org|
|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
*Enterprise users please reach out to us regarding the migration of Loyalty & Rewards data (as the vip_tier and vip_tier_end_date field is not applicable in the sample CSV file)