If you’re switching eCommerce platforms and want to bring your Smile loyalty program with you, there are a few important things to know. While you can’t transfer your existing Smile account directly between platforms, you can set up a new account and move your customers’ points balances over. This guide walks you through everything you need to know to make the transition smooth and successful.
ℹ️ Note: These steps apply any time you’re moving to a new Smile account — even if you’re staying on the same eCommerce platform, such as switching to a new Shopify store.
Step 1: Create a new Smile account
Each Smile instance is unique to the store it’s installed on, which means an existing account can’t be moved to another store or platform. To get started on your new platform, you’ll need to create a new Smile account.
Once your new account is set up, you can reconfigure your loyalty program to match your previous setup, including your branding, rewards, earning rules, and any other program details you’d like to keep consistent. These settings don’t transfer automatically, so you’ll need to manually recreate them in your new account.
✅ Tip: Keep your loyalty program disabled until your new store is fully set up. If the program is enabled too early, customers may earn points from active earning rules.
Step 2: Prepare your customer data
Before importing customer points into your new Smile account, make sure your customer list is ready on your new eCommerce platform. Smile automatically syncs customer accounts from your platform, so all customer profiles must exist in your new store before you can assign points to them.
Step 3: Export your customers and points balances
Next, export your customers’ information, including their points balances, from your original Smile account.
👉 Follow this guide for detailed instructions: Filter and export customers
This export provides a CSV file containing your customers’ email addresses and points balances. You’ll use this data to create a new CSV file for importing points into your new Smile account.
Step 4: Import points into your new Smile account
Once your customers have synced into your new Smile account, use the CSV you exported in Step 3 to create a new CSV file that matches Smile’s required import format. This file should include each customer’s email address and the points balance you want to import.
After creating your import-ready CSV file, upload it to your new Smile account to complete the import.
👉 For formatting requirements and upload steps, follow this guide: Import points into Smile
After the import, your customers’ points balances will reflect the most recently imported totals, and they’ll be able to continue earning and redeeming rewards in your new loyalty program.
✅ Tip: You can also import your customers’ birthdays and VIP tiers using CSV files. If you plan to migrate this information as well, follow these guides:
Important notes
Points history doesn’t transfer: When you import customer points, only current points balances move over. Past earning and redemption history won’t appear in your new Smile account.
VIP tier history doesn’t transfer: If you import customer VIP tiers, only their current tier will move over. Any historical VIP data, such as how or when a customer earned a tier, won’t transfer to your new account.
Unused discount codes don’t transfer: If customers have unused discount codes in your original account, they won’t be imported into your new one. However, depending on your discount code expiry settings, those codes may still remain active at checkout.
One account per email address: Each Smile account must be associated with a unique email address. You can’t use the same email address for both your old and new Smile accounts.