Bulk Expire Customer Points or Credits
This guide explains how to reset multiple customer points or credits to zero using the bulk CSV adjustment tool in your Rivo admin.
Overview
Go to Customers in your Rivo admin
In the top right, click 'Adjust Total Points' (or 'Adjust Total Credits' depending on your setup)
In the modal, click CSV Template to download the correct file format. Or click the button below to download it:
Make sure your CSV includes these columns:
Email or customer_id
Points Balance or Credits Balance
Set the points or credits value to 0 for every customer you want to expire
In the Import Type dropdown, choose: Reset existing customer balances
Add an internal or customer note if you'd like (optional)
Upload the CSV
You can track the progress of your CSV upload from the CSV Imports page in Settings here.