Import points with a CSV file

Here's what we're covering:

  • How to import points with a CSV file
  • Note: CSV imports are NOT reversible. One you have imported your data, the changes will be made automatically.

    CSV files are the best way to adjust your customers' points balances in bulk.  

    You can adjust points balances in 2 ways:

  • Add points to an existing balance
  • Reset an existing balance to a new value
  • You can either download a points balance CSV template or build your own using Microsoft Excel or Google Sheets.

    Using a Smile CSV template.

    On your Customers page, click "Adjust points totals"

    Note - if you have the VIP program enabled, please click "Adjust Customers" > "Adjust points totals" instead. 

    From the "Import points to" dropdown, choose if you want to Add points to existing customer balances, or Reset existing customer balances. 

    You will then have the option to download a sample CSV template.

    Using Microsoft Excel or Google Sheets.

    In order to import points balances to Smile, your CSV file needs to be formatted properly.

    Create 2 columns with the headers "email" and "points."  Enter your customers' emails into the email column, and the points balance in the points column.

    Once your CSV has been compiled and saved, you can import it to your Smile Admin in the Customers section with the  "Adjust points totals"  button. 

    You will then be prompted to choose what you would like to do with the imported points.  This is where you decide whether to add points or reset your customers' points balances.

    You also have the option to add internal or customer-facing notes on the reason for making the points adjustment.

    Choose the option you'd like and click "Import points."  You can monitor the progress of your import by watching the progress tracking bar at the top of the page.

    Once the import is complete, you will be alerted by the progress tracking bar and receive an email notification.

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