Introduction
A comma-separated values (CSV) file is a plain text file that uses commas to separate values. The data is usually represented in tabular form, so using Excel or Google Sheets are both excellent ways to prepare them. You can use two different types of CSV imports with Rivo Loyalty; one to import data from a previous loyalty app, and another to adjust your members' points balances in bulk. This article provides these CSV templates and steps on how to use them.
In this article:
Using a CSV file to import loyalty data
Follow the steps below to import loyalty data into your Loyalty Program.
From the Loyalty dashboard, go to Settings and click CSV Import.
Under Import Loyalty Data, click Choose File.
There is a CSV template in this section you can use to prepare your file. You can also download the same file here: Loyalty Data Import CSV Template.
Select the file you wish to use. Allow a few minutes for your Loyalty data to update.
📝 Note: The fields for this template are the customer's email, the points balance you wish to set for them, and their birthdate. Our app already syncs the customer profiles from your Shopify admin, so it is strictly necessary to import data for existing email addresses only.
Using a CSV file to adjust existing members' points
Use a CSV file to update your members' points in bulk! This will adjust your current members' balances and should not be used to import members; for details on how to do that, see above. This is a great way to celebrate something with your Loyalty program members and give out points on special occasions.
💡 Pro Tip: The same CSV file can be used for both processes as long as you have a column with header 'email'/'Email' and a column with header 'points'/'Points Balance'.
From the dashboard, go to Customers and click Adjust total points in the top right corner.
Select how you would like to adjust your members' balances. You can Add points to existing member balances or Reset existing member balances to the amount specified in the CSV file.
Choose the file you would like to use.
You can download a CSV template below the Choose file button, or you can download the same file here: Adjust Total Points CSV Template.
Optional: Add a custom comment for your members, which they can see in the Loyalty widget.
Click Import points. Allow a few minutes for your members' balances to be updated.
Updating Members' VIP Statuses
When importing customers or adjusting existing members' points balance using a CSV file, you will need to go to the VIP Program Settings to update their VIP Tier status.
From the Loyalty Dashboard, go to Programs then select VIP.
Scroll down to Program Settings, then click Edit
Select the date and click Update
Confirm the action by clicking Yes, proceed on the prompt. This will recalculate the members' VIP status. 👍
Important: While recalculating your members' statuses the app will temporarily switch OFF the VIP Program. Allow a few minutes to calculate the VIP status and the Program will switch back ON automatically itself.
⚠️ DO NOT turn the program back on before it is finished as the update will fail.
Common questions
Can I import guests who are just browsing my website and turn them into members?
This is not possible. Guests have customer profiles in your Shopify Admin but haven't signed up yet. In order to change their status to Members, they must create an account in your storefront first. Visit our documentation about Points Program Participation to change how these settings work.
Can I adjust one customer's points balance at a time, instead of all at once?
Absolutely! This can be done on the member's page in the app. See our guide on this: Adjusting customers' points balances. You can also add as many or as few of your members to the CSV file to adjust your members' points balances.