Our Bulk Point Import feature allows you to save time by easily adding or deducting loyalty points for multiple customers at once using a single CSV file upload.
Whether you are rewarding a specific group of VIPs or adjusting points after a special promotion, this guide will walk you through how to format your file, upload it, and review the results.
1. Preparing Your CSV File
Before uploading, you need to prepare a CSV file with your customers' point transactions. You can download a template of the CSV file when from our admin when performing the points import
Your CSV must include the following columns:
Email: The email address associated with the customer's account.
Points to add or Points to deduct: The number of points you want to add or deduct. (Note: This must be a positive integer, e.g., 50, not 50.5).
Transaction Description: A brief note explaining the reason for the point adjustment (e.g., "Spring Giveaway Bonus" or "Refund Deduction"). Please keep this within the allowed character limit.
⚠️ Important CSV Rules:
One Operation per File: You must specify whether the CSV upload is for adding points or deducting points during the upload process.
One Transaction per Customer: Each CSV file can only contain one row per customer. If you need to do multiple transactions for the same customer, please upload them in separate files.
2. Uploading Your File
Once your file is ready, follow these steps to upload:
Navigate to the Bulk import points section in your admin dashboard from Program > Data > Import loyalty data
Select whether you are Adding or Deducting points.
Upload your prepared CSV file.
The system will automatically scan your file for formatting issues before processing.
3. Resolving Formatting Errors
When you upload your file, our system will do a quick check to ensure all formatting is correct. It will verify that:
All fields are filled in.
The point amount is a positive number.
The transaction description is not too long.
If there are formatting errors: The system will stop the upload and provide a downloadable error file. This file will look exactly like your original CSV, but with an added "Failure Reason" column at the end.
Common failure reasons include:
Contains multiple rows with the same email address
Points to add must be a positive integer
Invalid email format
Incomplete entry
Simply fix the errors in your file based on the failure reasons, save it, and try uploading again.
4. Processing and Reviewing Results
Once your file passes the format check, the system will process the import!
Please note: Only one bulk point import operation can be processed at once. Please wait until the current import has finished to perform a second operation.
Uploaded point transactions go into effect immediately upon successful upload.
After the import is finished, a results file named Point_Import_Results_{datetime}.csv will be available for you to download in your app admin.
The Results File will contain:
Customer Email
Points Added / Deducted
Transaction Description
Results: Marked as either
SuccessorFailed - {reason}. (Note: If an email address in your CSV does not match any existing customer in your database, that specific row will fail).Timestamp
5. Shopify Flow trigger and Klaviyo events
If you use Shopify Flow or our Klaviyo integration, our system automatically sends out event data when your bulk import is processed.
Adding Points: Whenever points are successfully added via import, the system triggers the
points/addedevent with the sourcepoint_importDeducting Points: Whenever points are successfully deducted via import, the system triggers the
points/deductedevent with the sourcepoint_import
Frequently Asked Questions (FAQ)
When do the points show up in the customer's account?
Points are added or deducted immediately upon a successful row processing during the import.
Can I undo or delete a bulk point import?
Deleting point transactions cannot be done via self-serve in the dashboard. If you made a mistake and need to delete or reverse point transactions added through a CSV bulk import, please contact our Support Team and we will gladly assist you.
Can I add and deduct points in the exact same file?
No, a single CSV file upload must be designated entirely for adding points OR entirely for deducting points. If you need to do both, please prepare two separate CSV files.
Why is the "Import" button disabled on my admin?
This is likely because you have another point import operation being processed already and only one operation can be processed at the same time. Look for the table for the list of tasks and see if you have task being marked as "In progress". Once the task is completed, you will be able to begin another operation.