Introduction
Migrating to store credit may be required if you’re launching a membership program, updating your loyalty strategy, or planning to integrate with Shopify’s native store credit system for a more seamless customer experience.
What is Rivo’s store credit?
Store credit is a program currency that reflects value in your store’s base currency. Its worth is set by you, allowing full control over how customers earn and redeem rewards.
It helps keep reporting and accounting simpler and more transparent for both admins and customers
It’s displayed in real currency values, so customers immediately understand its worth
Store credit also integrates seamlessly with Shopify’s checkout, allowing customers to use it for discounts, gift cards, or as a payment method during checkout.
Requesting the migration
To switch your program’s currency, please reach out to your Customer Success Manager and request the update, including the following details:
The desired conversion rate between points and store credit (e.g. 100 points = $1.00 credits)
The new redemption method for customers to spend their store credit (e.g. discount codes, gift cards, or Shopify’s native store credit)
The new thresholds for the VIP Tiers, if applicable
The date when you’d like the migration to take place.
The Rivo team will review your program data and settings with you before the migration to ensure a smooth transition across your Points program, Referrals program (if points are currently used as rewards), and VIP Tiers program (if applicable).
💡 Your CSM might ask additional questions based on your current program setup.
What will change
After the migration, your program will operate using store credit instead of points. Most areas of your Rivo account will remain unaffected, though some data will change in the sections listed below.
Item
Admin experience
Customer experience
Analytics
We will reset: Outstanding Earnings Balance, Redemption Rate, Total Balance Tally, Rewards Redeemed & Activities Completed
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Credits program logs in Activity
All logs from points earned and spent by a customer will remain, but you’ll see the values converted to $0.00
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Customer’s balance
Balances are reset to $0.00
The customer’s balance is set to $0.00
Customer’s individual program activity
The Points tab gets removed
The customer’s activity table is cleared
Ways to Earn
Values are reset to $0.00
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Ways to Redeem
New rewards must be set based on the redemption method
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What will not change
Rewards history – All rewards created for each customer will remain and retain their discount value. Any unused rewards (with
Issuedstatus) will still be visible and redeemable for customersEmails sent history – All the emails sent from Rivo will remain available in the customer’s profile
VIP tier statuses – Unless you modify the tier thresholds or use
Points earnedas the entry method, customers will keep their current tier status. These settings also determine the VIP Tiers data shown in Analytics and data exportsRevenue and customers data – The revenue from the programs and the members added to the program will remain available
Referrals analytics – Data for referrals in Analytics and on the Referral Campaigns dashboard will remain available.
Important considerations
Once the program currency is switched, you’ll need to manually update the language across your emails and loyalty components in the store and at checkout – especially any references to points, rewards, or balances
Please go to Branding > Translation > Points and update any points-related wording that customers may still see, including the conversion notes and default activity notes
Rivo doesn’t manage customer communications, so you’ll want to create a plan to inform customers about the currency change. This is a great opportunity to explain what’s new and highlight how the update will improve their experience. You may also want to share the scheduled migration date in advance and let customers know if their accounts will be temporarily unavailable during the process.
If your migration uses discount-code based Rivo store credit, customers redeem credit through a discount code. It is not automatically applied as a payment method at checkout. If you want customers to apply store credit as a checkout payment method, discuss Shopify’s native store credit option with your CSM
Migration process checklist
⚠️ The process can take up to 1 hour, depending on how much data needs to be exported, re-imported, and updated.
Disable the Loyalty Program to prevent new customers from earning points before their balances are correctly converted.
Optional: If your VIP Tiers and/or Referrals program involve points, disable them as well
Hide all loyalty components displayed in your store
Export the points log data
Export the Outstanding Earnings Balance, grouped by customer
Export your customer data
Create a copy of the exported customer data file
In the copy, create a new column next to
Points Balance. Use this column to convert the points balance into store credit using a formula. Name this new columnCredits BalanceKeep only the
EmailandCredits Balancecolumns, and delete the restIn the same file, add new columns titled
Points Balance,Birthdate,VIP Tier, andActivation Date. All these columns must remain empty so you can import only the credits for your customers – here is an example:
Points Balance
Birthdate
VIP Tier
Activation Date
Credits Balance
1.15
Download the file as a CSV
Go to Settings > CSV Imports
Under Loyalty Program Members, upload your recently downloaded file
Once the import is complete, review your customers’ balances. You can spot-check a few customer emails once the process finishes
Update the values for your earning rules and rewards.
Post-migration
Enable the programs you disabled
Show again the loyalty components you hid in the store and at checkout
Inform customers about the recent changes.
Common questions
Do I need to convert the points, or can I start from scratch?
It depends on your strategy. If you’d like to start fresh, you can skip the data import steps (7–14).
Can I switch back from store credit to points later?
There isn’t a supported revert path from store credit back to points. Before migration, confirm the conversion rate, redemption method, VIP Tier thresholds, and customer communication plan with your CSM.
How can I clear the rewards history and VIP tiers?
This method is more advanced and requires additional support assistance. Please inform your CSM about this request.