Import customer data to Growave's Rewards Program
If you're transitioning to Growave's Loyalty and Rewards program and need to import customer data from another loyalty app within Shopify, this guide will help you. Follow the steps below to import your customers' points and VIP tier data into Growave, allowing you to maintain customer engagement and continue boosting sales.
Prepare and import customers' data
To import customer data, you should already have these customers in your shop database. If you want to import data for new customers also, you have to add them to Shopify first.
Step 1. Navigate to the Customers section in your Shopify admin panel and add or import customers to your store.
Step 2. Go to Growave admin panel → Import/Export → Rewards and download a CSV template:
Step 3. Fill in the template with relevant customer data:
Here are the required and optional parameters for Points import:
REQUIRED |
The shopper's email address, which won't be shown on the site, is necessary for assigning rewards such as points, discounts, and gifts. | |
customer_id | OPTIONAL |
Unique ID from Shopify that identifies a shopper. |
points | REQUIRED |
Number of points a shopper will be given or set depending on the option. |
The required and optional parameters for VIP Tiers import:
REQUIRED |
The shopper's email address, which won't be shown on the site, is necessary for commenting, re-sending review requests, and integrations. | |
customer_id | OPTIONAL |
Unique ID from Shopify that identifies a shopper. |
vip_tier | REQUIRED |
Name of VIP tier a shopper will be assigned to. Note: Case-sensitive field |
NOTE: CSV file size should not exceed 10MB
How to finding customer ID
In your Shopify admin panel, go to Customers section, select the customer and copy the number string after slash sign at the end of the customer's profile URL:
Step 4. Choose the import type. Rewards import feature has 3 import types to select from:
- Add points to the customer's current balance.
- Reset customers' balances and set the exact points value indicated in the file.
- Update your customers' VIT Tier status.
Step 5. Go through the validation process.
If the validation process is unsuccessful, you won't be able to proceed with the import. However, you can download the validation report to identify and correct errors in your CSV file:
Step 6. After successful validation, click Start import to proceed:
In case of skipped records, you can download a report to identify the issues. Despite the skipped records, you will still be able to complete the import for valid records:
Track import history
In the import history, you can review the details, including the date and time of import. The results display the total number of records, as well as imported, invalid, and skipped records. You can download a report of skipped records within a day of the import. If there are skipped records, the system prepares helpful tips on how to manage them.
If necessary, you can undo an import from the import history. Clicking Revert Import
will bring up a confirmation pop-up.
Once confirmed, the import status changes to Reverted
and cannot be clicked again. This action removes all data related to that import from the admin panel's activity tables and the activity history in the Rewards widget on the storefront.
If you have any questions or need assistance, please feel free to contact us via email at support@growave.io or use the chat icon located in the bottom right corner 🤗