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How to import customers to your rewards program
How to import customers to your rewards program

Learn how to import a list of customers with their existing point balance in Lootly.

Ryan avatar
Written by Ryan
Updated over a week ago


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 want to import customers' existing point balance.

How to import customers

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: 

  • Customer Name

  • Email Address

  • # of Points 

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".

sample file 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.

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