Overview
Version 2 of SC Loyalty Rewards gives you the flexibility to import or export your customer's information from another loyalty app, into SC Loyalty Rewards.
Setup
Importing Customers
Alert
Your customer information should already be exported into a .CSV file in order to perform an import.
The import functionality is not meant to create new Customers, rather, it adjusts the balance of your already existing customers.
Upon installation, the App gathers your customer data so that you don't have to import the Customers.
- From the Shopify admin, select Apps.
- Select SC Loyalty Rewards.
- Select Customers.
- Select Import.
- Select Choose File and use the file manager to select the .CSV file you would like imported.
Note: The.csv file must contain the following columns: 'email' and 'balance'.
- Select Set Balance.
Note: The Adjust Balance option is only used if you are importing customer balances into a currently-active program.
- Select Import.
Exporting Customers
- From the Shopify admin, select Apps.
- Select SC Loyalty Rewards.
- Select Customers.
- Select Export Results.
- The following message will appear, and your results will be sent to the store owner's email address.
FAQ
What information does the export contain?
When exporting from SC Loyalty Rewards, the .CSV file will contain the following information:
- Customer Name
- Customer Email Address
- Customer Point Balance
Who / where does the export get sent to?
When performing an export from SC Loyalty Rewards the .CSV file will be sent to the email address that's on file for the store owner.
For more information on where you can find this email address or change it, please visit Managing your Shopify account. (links to Shopify)
Where can I find a sample .CSV template?
You can download a sample SC Loyalty Rewards import CSV below.
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