Customer Data Import Guidelines
🔄 Importing Customer Loyalty Points in Essential Loyalty
The Essential Loyalty app allows you to seamlessly import customer data via a CSV file. Below are the steps to successfully complete your import:
🧭 Step 1: Navigate to the Import Section
After opening the Essential Loyalty app in your Shopify dashboard, go to the ⚙️ Settings section located in the left-hand menu. Then click on 📁 CSV Imports.
📝 Step 2: Prepare Your CSV File
Before uploading, make sure your CSV file is formatted correctly:
- 📄 Download our template to see the required structure
- 🔢 Points must be entered as whole numbers only – no commas or periods (e.g.,
100, not100.00or1,000) - 🎂 Birthdates must follow the exact formatting shown in the template
- ❌ Do not add any extra headers – only use the exact headers provided in the template
⚠️ Incorrect formatting may lead to import errors or incorrect data being stored.
📤 Step 3: Export Your Data
Export your customer data from your previous loyalty app in CSV format. Make sure it aligns with the formatting requirements mentioned above.
⬆️ Step 4: Upload Your CSV File
Once your file is ready:
- Click the “Add file” button in the CSV Imports section
- The system will automatically process and import your customers' loyalty data
🔁 Overriding Existing Points
Any CSV file you upload will override existing point balances for the included customers. This allows you to:
- ✏️ Adjust points in bulk
- 🧹 Correct or reset loyalty data
- 🔄 Update existing customer balances easily
If you uploaded incorrect data or want to make changes later, simply revise your CSV file and re-upload it — the new values will replace the old ones automatically.