Overview

Version 2 of Bold Loyalty Points gives you the flexibility to import or export your customer's information from another loyalty app, into Bold Loyalty Points.

Setup

Importing Customers

1. From the Shopify admin, select Apps.
2. Select Bold Loyalty Points.
3. Select Customers.

   

4. Select Import.

   

5. Select Choose Fileand use the file manager to select the .CSV file you would like imported.

   

6. Select Set Balance.

   Note: The Adjust Balance option is only used if you are importing customer balances into a currently-active program.

   

7. Select Import.

   

Exporting Customers

1. From the Shopify admin, select Apps.
2. Select Bold Loyalty Points.
3. Select Customers.

   

4. Select Export Results.

   

5. The following message will appear, and your results will be sent to the store owner's email address.
   

FAQ

What information does the export contain?

When exporting from Bold Loyalty Points, the .CSV file will contain the following information:

• Customer Name
• Customer Email Address
• Customer Point Balance

Who / where does the export get sent to?

When performing an export from Bold Loyalty Points, the .CSV file will be sent to the email address that's on file for the store owner.

For more information on where you can find this email address or change it, please visit Managing your Shopify account. (links to Shopify)

Where can I find a sample .CSV template?

You can download a sample Loyalty Points import CSV below.