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How to bulk expire customer's points or credits

Learn how to bulk expire customer points or credits by resetting balances to zero using a CSV upload in your Rivo admin.

Written by Stuart Chaney

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.

If you need to give customers more time before their existing points or credits expire, use the expiration-date update workflow instead of resetting balances. See Move future per-event expiration dates below.

Overview

  1. Go to Customers in your Rivo admin

  2. In the top right, click ‘Adjust Total Points’ (or ‘Adjust Total Credits’ depending on your setup)

  3. In the modal, click CSV Template to download the correct file format. Or click the button below to download it:

  4. Make sure your CSV includes these columns:

  5. Set the points or credits value to 0 for every customer you want to expire

  6. In the Import Type dropdown, choose: Reset existing customer balances

  7. Add an internal or customer note if you’d like (optional)

  8. Upload the CSV


You can track the progress of your CSV upload from the CSV Imports page in Settings here.




Move future per-event expiration dates

Use this option when you want to extend or change the expiration date for existing per-event points or credits, without changing customer balances.

This is useful if customers received an expiration reminder but you want to give them a new redemption window, for example after a promotion or sale where points could not be used.

This option is available only when Per points event expiry or Per credits event expiry is enabled.

  1. Go to Settings > CSV Imports

  2. Set Data Type to Update Points/Credits Logs Expires At

  3. Click Download Template

  4. Fill out the CSV with these columns:

  • points_log_id - the ID of the points or credits event you want to update

  • expires_at - the new expiration date, using a future date such as 2026-12-31

  1. Optional: select Include logs without an expiration date if you also want to assign an expiration date to eligible events that do not currently have one

  2. Upload the CSV

Rivo updates eligible future expiration dates to the end of the selected date in your store’s timezone.

What the expiration-date update can and cannot change

The expiration-date update applies only to eligible earning events:

  • The points or credits event must belong to your store

  • The event must add points or credits, not deduct them

  • The new expiration date must be in the future

  • Existing expiration dates must still be in the future, unless you selected Include logs without an expiration date

  • Past expiration dates are not reopened or changed

This workflow does not create or remove points, reset balances, or change already-expired events. If you want to remove balances immediately, use the reset-to-zero workflow at the top of this guide.

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