Articles on: Getting Started

Importing loyalty data from another loyalty program

If you are switching from another loyalty program to BLOY, you can import your existing customer loyalty data into BLOY to keep your transition smooth.

Currently, BLOY supports importing:

Customer points
VIP tiers

This helps you continue your loyalty program without asking customers to start over from zero.

Before you start

Before importing your data, please prepare a CSV file with the required customer information.
BLOY uses the customer’s email address to match imported data with the correct customer account. Please make sure the email addresses in your CSV file match the customer emails in your Shopify store.

What you can import

Import points

Use this option when you want to import customer point balances from another loyalty app or an existing loyalty system.
Your CSV file should include:

email
points

You can choose how the imported points should be applied:

Reset existing customer balance
This will replace the customer’s current BLOY point balance with the value in your CSV file.

Example:
Customer currently has 100 points in BLOY.
Your CSV file shows 500 points.
After import, the customer will have 500 points.

Add points to existing customer balance
This will add the imported points on top of the customer’s current BLOY point balance.

Example:
Customer currently has 100 points in BLOY.
Your CSV file shows 500 points.
After import, the customer will have 600 points.

Import VIP tier

Use this option when you want to import or update customer VIP tiers.
Your CSV file should include:

email
tier

When importing VIP tiers, BLOY will update the customer’s tier based on your CSV file.

How to import customers

Step 1: Go to the Customers page

From your BLOY admin, go to Customers.
At the top right of the page, click Import customers.

Step 2: Choose the import action

In the import popup, open the Actions dropdown.
You can choose:

Import points
Import VIP tier

Select the action that matches the data you want to import.

Step 3: Choose how points should be applied

If you choose Import points, select one of the following options:

Reset existing customer balance
Add points to existing customer balance

Choose Reset existing customer balance if you want the imported file to become the customer’s final point balance.
Choose Add points to existing customer balance if you want to add the imported points on top of the customer’s current BLOY balance.

Step 4: Upload your CSV file

Upload your CSV file in the upload box.
BLOY accepts CSV files only.
You can click Download sample file to check the required format before preparing your own file.

Step 5: Add an internal reason or customer note

Before importing, you can add:
Reason for adjustment
This is optional and visible for internal use only. It helps your team understand why the points or tiers were imported.
Example:
Migrated points from previous loyalty app

Note for customers
This is optional and can be shown to customers in their loyalty activity.
Example:
Points migrated from our previous rewards program

Step 6: Click Import

After uploading your CSV file and reviewing the settings, click Import.
Once the import is complete, check a few customer records to make sure the data was imported correctly.

After the import

After importing customer data, we recommend checking:

Whether point balances match your CSV file
Whether VIP tiers were updated correctly
Whether customer emails were matched correctly
Whether the customer activity note appears as expected, if you added one

This helps make sure your loyalty data is ready before announcing the migration to customers.

Troubleshooting

The Import button is disabled

Please check that:

A valid CSV file has been uploaded
You selected the correct import action
Your file follows the required format

Some customers were not updated

This usually happens when the email address in the CSV file does not match an existing customer in your Shopify store or BLOY customer list.
Please check the email format and try again.

The points are not what I expected

Please confirm which import option you selected:

Reset existing customer balance replaces the current point balance.
Add points to existing customer balance adds the imported points to the current balance.

Need help migrating from another loyalty app?

If you are switching from another loyalty app and need help preparing your loyalty data, please contact our support team.
You can reach us via in-app Live Chat or email us at support@bloy.io.

Updated on: 15/07/2026

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