GuidesTask-based
Import existing data
Import customer balances, cashback history, and membership assignments into memberr.
Migrating from another loyalty tool or seeding balances from a spreadsheet? Use Loyalty → Settings → Imports.
If you are importing as part of go-live, finish this before you announce - then follow Launch your program.
Supported import types
| Import type | Description |
|---|---|
| Customer balances | Opening Store Credit balances. |
| Cashback history | Historical cashback transactions (reporting). |
| Membership assignments | Bulk-assign membership tiers. |
Preparing your CSV
Download the template for your import type from the Imports page. Required columns differ by type - always use the template, do not invent headers.
Customer balances template
| Column | Required | Description |
|---|---|---|
email | Yes | Customer email. |
balance | Yes | Opening balance in store currency (e.g. 10.00). |
note | No | Internal note on the credit transaction. |
Running an import
- Prepare the CSV from the template.
- Upload on the Imports page.
- Review the preview summary.
- Confirm import.
Imports run asynchronously. Large files (10,000+ rows) can take a few minutes; you get an email when done.
After importing
- Balances are available when the import completes.
- Each balance creates a transaction with your note.
- Import history stays on the Imports page for 90 days.
Imports cannot be automatically reversed. Double-check the CSV before confirming.