Import 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.

• This feature is available for All plans.

Introduction

Joy Loyalty's customer data import and export 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.

How to import customer data

1

Choose Customers > Click Import.

2

There are 2 ways to edit the CSV file for importing customer data:

• Edit from our template file

• Edit from your own customer data file

3

Select import actions you want to take in Import actions section.

• Add points to existing customer balances

• Reset existing customer's point balances

• Update the birthday for existing customers

4

Select Add file to add your customer data file.

5

Click Import.

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.

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."