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Migrating from another app? Start here

If you're moving from another app, you need to import your balances and have all your customers transferred smoothly, read on.

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Written by Travis Brault

Introduction

Welcome to Rivo! Rivo Loyalty is a Shopify Exclusive app, and our app connects to your Shopify Customer list in your Admin. If you’re moving from another app and would like to import points balances and have all your customers carry over, read on.

👀 New to the app? Welcome! Install the app here.


Choose a migration guide

Choose the app you’re migrating from below.

Start here for automated migrations

If you are moving from Yotpo or LoyaltyLion, use these automated guides first:

For Inveterate membership migrations, use this checklist:


Migrating from Smile


Migrating from Yotpo


Migrating from Stamped


Migrating from Loyalty Lion


Migrating from Growave




Migrating from another Shopify app

If your platform does not have a dedicated migration flow, use CSV as a fallback:

💡 Pro Tip: See our overview on using CSV files with Rivo Loyalty


If you need any help along the way, our 24/7 support team can help with anything along the way.




Common questions

Can I move my customers’ points from one Rivo store to another?

Yes. Export the data from the original store in Settings > CSV Exports, then prepare it for one of these options in the new store’s Settings > CSV Imports:

  • Loyalty Program Members replaces each matched customer’s balance with the CSV’s Points Balance. Choose this when customers who already exist in the new store should have their balances overwritten. Any balance change appears as one adjustment, without importing the original transaction history. Use Export Customer Data and follow the loyalty data CSV guide.

  • Points Logs imports individual transactions and recalculates balances from the combined history. For customers with the same email in both stores, imported points are added to their existing activity, so balances combine rather than overwrite. Start with a Points Logs export and follow the historical transactions import guide. Use the exported Points Difference values for the import’s Points Amount, keeping negative values so deductions remain deductions.

Choose one import method for the same points; importing both balances and their transaction history can double-count them.

For either option, use email matching and make sure customers already exist in the new store’s Shopify and appear in Rivo before importing. These imports skip customers they cannot find; they do not create customers.

For a store-to-store Points Logs import, remove the source store’s Shopify Customer ID column and any other customer ID columns, and keep Shopify Customer Email. If customer IDs are supplied, Rivo uses them instead of email; source-store IDs can cause rows to be skipped even when the emails match. For Loyalty Program Members, use Email without customer ID columns.

Will my customers still log in with the same email address and password?

If you’re switching loyalty apps on the same Shopify store, yes. Your customers will keep using the same login they already use for your store account. A store-to-store points import does not transfer customer logins or passwords.

I’m having trouble, can someone give me a hand?

Yes! We have 24/7 live chat support in our apps. Start a chat with our team and we’ll be happy to help.

Can I manually adjust my customer’s points instead?

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