Prepare the CSV file
Before importing, make sure your CSV is formatted correctly so birthdays are recognized:- Dates must be in
YYYY-MM-DDformat (e.g.,1990-12-25). - Customers already in Smile will be updated — new customers can’t be added with this process.
- Existing birthdays won’t be overwritten if they’re already saved.
- Invalid dates or non-existent customers will be skipped.
Note: Smile currently uses only the month and day for birthday rewards. If you don’t have a customer’s birth year, you can use
1004 in the year field.Upload the CSV file
- From Smile Admin, navigate to Customers.
- Click Adjust customers > Import birthdays.
- Upload your CSV file in the upload window.
- Confirm the import.
Important: Only customers already in your store will be updated.