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Importing customer loyalty points into Smile helps your customers keep the points they’ve already earned. This guide walks you through exporting your customer data and importing existing loyalty points into Smile.

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Step 1: Export a CSV file from your current provider

Export your customer data from your existing loyalty provider as a CSV file. To import points into Smile, your CSV file must include:
  • email
  • points
Note: Importing customer points using a CSV file requires an email address for each customer. See our CSV import guide for more information.

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Step 2: Import customer points into Smile

Smile automatically syncs customers from your eCommerce platform after installation. Your customers don’t need to create a separate Smile account—their store account and Smile account are the same. After your customers have synced into Smile, upload your CSV file by following our CSV import guide. Importing points after the customer sync ensures the points are added to the correct customer accounts.

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Step 3: Launch your loyalty program

Once your customer sync and points import are complete, you’re ready to launch your loyalty program. To help you get started, see our quick launch guide for recommended next steps and best practices.