Import points with a CSV file

Introduction

There are situations where you want to provide points or reset a points balance for a large number of customers at once — initial program promotion, transitioning from another loyalty provider to Smile, or bonus points to account for your store being down or unavailable are just a few. Importing from a comma-separated values (CSV) file is the best way to adjust your customers' points balances in bulk.

If you just want to update a small number of customers' points balances you can do that manually by following the instructions in this article.

Here's what we're covering:

📋  Note:
CSV imports are NOT reversible. Once you have imported your data, the changes made will be permanent.

Using a Smile CSV template

You can either download a points balance CSV template, build your own using Microsoft Excel or Google Sheets or you can export your existing customer list and modify the file for import.

Creating a CSV file

In order to import points balances to Smile your CSV file needs to be formatted properly. Using either Microsoft Excel or Google Sheets, create 2 columns with the headers email and points.

Downloading a CSV template

You can download a CSV template from here or from directly within Smile Admin. To download the template from within Smile go in to your Customers page and 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 Add points to existing customer balances, or Reset existing customer balances — at this point it doesn't matter which you choose as we are just accessing the template download link.

Click the link to download the sample CSV template.

Exporting existing customers

Using the instructions here you can download your existing customers. Once you have the CSV file from this process you can remove all of the columns in the sheet except email and points and use this new file as a starting point for any adjustments you want to make.

Populating the template with customer data

Now that you have a template you can begin entering or modifying your customer data. Enter your customers' email addresses into the email column and the points balance in the points column. Save the sheet as a CSV file and, if using Google Sheets, export the file to your desktop or some other location where you will be able to easily retrieve it from.

Using the CSV file to adjust customers' points balances

You can adjust points balances in 2 ways:

  • Add points to an existing balance
  • Reset an existing balance to a new value

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 to communicate 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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