When setting up your new loyalty & rewards program with Lootly, you may have a list of existing customers with past purchases that you would like to reward with points. We make it easy to import in a list of customers and assign them point values. 

Note:  Lootly automatically syncs new customer accounts from your store. Importing your customers is optional.

It's is useful in cases when you want to pre-populate your Lootly account with customer data and maybe sync this with your other marketing apps, like email provider.  Or when you are switching to Lootly from another vendor and want to import customers' existing point balance.

Within your Lootly account click on the Customers menu.

This page will display all of your customers who have store accounts and have placed at least 1 order since Lootly has been installed on your site.

If you're importing your customers and have not yet connected your site to Lootly (so data is not flowing into the account) this page will be empty.

To import customers click the "Import" button on the top right, which will show an overlay asking you to upload a CSV file with your customer's information. 

Your CSV import file must contain at least 3 columns: 

You can download a sample template by clicking "sample template" in the overlay.

Once the file is ready, select it from the overlay and click "Import Customers".

Note: please make sure your file has the same column names as the sample file.

Also, make sure there are no empty fields in the file, as the import will not succeed.

You can also import customers' past order data into Lootly.

This is useful if you've never had a loyalty program before but still want to reward past purchases with points.

Or, if you want to consider past purchases when assigning a VIP tier to your customers.

To do this, use the Import Orders tool in the Customers page:

Similarly like the above example, a popup will show to ask you to import a file.

Make sure you download the sample file and follow the format for smooth import.

Note: please make sure your file has the same column names as the sample file.

Also, make sure there are no empty fields in the file, as the import will not succeed.

If you need to manually add a single customer's data in Lootly, you can do this via the Add Customer tool.

Please note that the customer will need to have a store account in order to be able to see their data in the program widgets.