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Complete guide to migrating from another loyalty app, including importing birthdays, points balance, and VIP tiers, plus what can be migrated and reconnection steps.

How to Migrate from Another Loyalty App

Bulk import customer birthdays via CSV to automatically trigger birthday rewards, with file format, accepted date formats, and common import errors.

How to Import Customer Birthday Data

Update points balances for many customers at once via CSV, ideal for launch, migration, or bulk compensation, with file format and email or phone number rules.

How to Manage Customer Points in Bulk with CSV

Retroactively reward points for sign-ups, orders, and newsletter subscriptions completed before app install, by date range, to retain existing customers.

How to Reward Customers for Past Actions

Seamlessly transfer your customer loyalty data from another platform or system into CWILL Loyalty. 

Migration

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