Learn how to import bulk customers and points through the import option
This guide will help you to import many customers and points to WPLoyalty.
Most of the loyalty software allow you to export the customers' email address, points and the referral code.
What fields you can import?
You can import three important fields:
Email -> customer's email address
Points -> points earned by the customer.
Referral Code -> which has the customer referral code.
CSV File Preparation
Before you start, please make sure that you have prepared the data in a Comma Separated Value (CSV) format. Most spreadsheet programs like Google Sheet, Excel and others allow you to prepare a sheet and export as a "CSV" file.
The CSV file should have three columns with the following headings:
Make sure the above were the column names. Otherwise the import will not work
How to import the CSV in WPLoyalty?
Please go to Wocoommerce -> WPLoyalty -> Customers. Click on the "Import" button.
Choose the CSV file you have prepared and click next.
Update the Points when customer already exists:
Choose Yes if you want to replace the points value of already existing customers with the value from the CSV.
Choose NO to ignore updating customers if they are already existing in the system.
How many records to import per batch:
By default, the import processes the records in CSV file in batches. Per batch, it processes 10 records. You can increase the count if your hosting infrastructure has more computing power. Recommend value: 10
Once done, click Next to start the Import process.
Once imported, you can check the imported records under the "Customers" section of WPLoyalty.
Still unclear ?
Please submit a support request. We are always happy to assist you :)