Import & Export customer data
Discover how to easily import and export customer data for seamless program management, ensuring accurate records and smooth transitions when updating loyalty information.
Who can Import and Export customer data?
This feature is available for: All plans.
Hello our customers! We are excited to guide you Joy Loyalty's customer data import and export features. These features help you easily manage your customer data by exporting it into a CSV file, making necessary adjustments, and re-importing it seamlessly.
You can update customer points directly in the file, with positive values adding and negative values subtracting points. Additionally, you can add customers's birthday for consistency.
Export Customer
Step 1: Application > Customers > Fill in the email to receive the exported file > Export > Confirm
Step 2: After the export process is complete, you will receive an email notification confirming the successful export. Please download the exported customer data file by clicking "Here". The export file is a CSV file containing the following customer information fields:
Email: Email of customers.
Name: Name of customers.
Membership Type: VIP Tier level of customers.
Points: The number of points of customers.
Birthday: Birthday of customers.
Created Date: The date the customer joined the loyalty program.
Import customer data
After exporting customer data from your store, you can now edit the exported customer data file, update the information, and import it back into your store. This data import process can help you:
Add points to existing customer balances
Reset existing customer's point balances
Update the birthday for existing customers
There are 2 ways to edit the CSV file for importing customer data. One is to edit from our template file, and the other is to edit from the customer data file after exporting. Both ways are equally easy to execute. Below, I will guide yous guys on how to edit the exported customer data file.
Add points to existing customer balances
With "Add points to existing customer balances", the values in the Points column will be added to the current points of the customers. Values without signs will default to adding points.
For example, if the value in the Points column is 100, the customer will receive an additional +100 points. If the value in the Points column is -300, the customer will have 300 points deducted.
Step 1: Application > Customer > Import
Step 2: Select the first option at Import Action and then upload the file before hitting the Import button. You will get an email notification once the imporation is completed.
FAQ: Does adjusting a customer's points affect their tier status?
Currently, adjusting a customer's points does not affect their tier status. The customer's tier will only change according to the settings in VIP Tier or if you manually adjust the tier on the customer's detailed information page.
Reset existing customer's point balances
To reset existing customers' point balances, update the points column to reflect the desired reward points for each customer.
Step 1: Application > Customer > Import
Step 2: Select the second option at Import Action and then upload the file before hitting the Import button. You will get an email notification once the imporation is completed.
Update the birthday for existing customers
Step 1: Application > Customer > Import tab
Step 2: At Import action, select Update birthday for existing customers. You will get an email notification once the importation is completed.
Important note:
You must name the column 'Birthday(MM/DD)'.
You must enter data in the format MM/DD (xx month/ xx date), for example: 03/03 is the correct format, while 3/3 is incorrect."
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