Migration from Yotpo Loyalty to Joy Loyalty

Easily transition your customer data and loyalty program from Yotpo to Joy Loyalty. This guide ensures a smooth migration process without data loss.

Introduction

Migrating from Yotpo Loyalty to Joy Loyalty allows you to seamlessly transition your loyalty program, preserving essential customer data such as VIP tiers and point balances. This guide will walk you through the migration process to ensure your data transfers correctly.

Which Customer Data Can Joy Migrate?

Joy Loyalty supports the migration of key customer data, including:

Customer Name: Full name of the customer.
VIP Tier Name: The customer’s rank tier in your loyalty program.
Birth Date: The customer’s birthday.
Points Balance: The current points balance the customer holds.
Email: The customer’s email address.

What do you need to prepare for the migration?

Note: If the customer list exported from the loyalty program managed by Yotpo is missing the VIP tier field, you can contact Yotpo's team for support in exporting the customer file with all necessary fields.

How to Migrate

Step 1: Open the Joy Loyalty app → navigate to the Settings→ choose Migration.

Note: For older stores, the migration feature may not appear under the import section. If you don't see the migration feature, please contact our customer support team for assistance. After that, we will assist you in enabling the Migration feature.

Step 2: In the migration section, select Migrate my loyalty program from: Yotpo

Step 3: After choosing your old loyalty program, pleaseupload your loyalty customer data file.

Step 4: Wait for your customer loyalty data to be uploaded. Once uploaded, let's select the data to import:

Step 5: Match your data columns to Joy attributes

Step 6: Set up VIP Tier rules

Note: For customers who choose to migrate new VIP tiers, this step is required. For those who do not select the VIP tier migration, this screen will not appear.

Step 7: Select migration method and start Migration

Step 8: Wait for the migration process to complete.

While waiting for your migration to complete, you can explore the following features of Joy to optimize your store’s loyalty program.

Step 9: Review your migrated customer loyalty data in the Customer section to ensure everything has transferred correctly.

Step 10: Recheck your migration progress and fix Failed Import customers:

Successful Imports: Number of customers successfully migrated.
Failed Imports: Number of customers not migrated due to errors.

To resolve failed imports, download the failed_import file, make corrections, and upload the file again for review.

How to handle file errors and fix values for re-uploading

After Joy Loyalty reads your file and reports the number of successful and failed customer imports, follow these steps to ensure no customers are missed:

Download the processed file from the FailedImports section.
Open the file (a spreadsheet) and apply a filter on the Status column to display only the failed customers.
Review the error messages and correct the failed values.
Re-upload the corrected file and review the data again to ensure all customers are successfully imported.

Overall

Migrating from Yotpo Loyalty to Joy Loyalty is a simple process that retains essential data. Following these steps will help you complete the migration without disruption to your loyalty program.

If you encounter any issues during the migration process, don't hesitate to contact our support team.