How Do I Import Your Customers From Other Loyalty Programs to Gameball Using a CSV File?

Go to the Importing Page

From Gameball Admin Dashboard, go to Customers > Customers Tab > More > Update/Migrate Customers.

Upload Your CSV File

Choose CSV as data source.

• Shopify
• Non-Shopify

Click on “CSV.”

Click on “Click to upload.”

Upload Your Extracted Customers File

Choose the downloaded CSV file and click Open.

Once the file is read by Gameball, click Continue.

Map Your Attributes

In order for Gameball to correctly place the customers’ data into their corresponding attributes, you will have to map the CSV file headers with Gameball’s requested attributes.For example: if the CSV file has a column titled “Email address,” then select this header under Your File Attribute, right beside “Customer Email.” This way Gameball will understand that data under the “Email Address” column should be placed in the Customer Email attribute.

The only mandatory data/customer attribute is the Customer Identifier, which could be placed with the email address if no unique ID/number is assigned to each customer.

Choose the Tiering-up Recalculation Method by clicking on the Edit Icon under “Tier Name”:

Option	Description
Re-evaluate on next cycle	Customers will be re-evaluated with the next recalculation cycle based on your tier expiry configuration
Place in tier forever	Customers are placed into this tier forever with no later evaluation
Place in tier until a date	Customers are placed into this tier until a specific date

If you are adding customers’ birth dates, choose the date format under Date of Birth that matches the format in the CSV file:

Supported formats: YYYY-MM-DD, MM-DD-YYYY, DD-MM-YYYY, YYYY/MM/DD, DD/MM/YYYY, MM/DD/YYYYClick Import.

Review Your Errors

If the CSV file you uploaded has unmatching data that doesn’t comply with the original format, Gameball will show you the errors that need to be fixed for a successful migration.

If there are more than 10 errors in the file, you will need to download the error sheet to check all your errors, as you will not see all the errors on the reviewing page.

After fixing all the errors on the sheet, click re-upload. If you find that the addressed errors will not cause a problem, click Submit.

Submit the File to Complete the Migration

If you have fixed all your errors, you can submit your file.You will then be redirected to the Customers page, where you will find the list of the new customers added, as well as a sheet of all the existing errors to be downloaded.

An email will be sent with the errors sheet to the admin account’s registered email.

The migration/customer update process is now over, and the new customers are now part of your Gameball loyalty program.

• If you are a Shopify user, you can only update the information of existing customers from your customer list that was automatically migrated to Gameball during the integration process. As for non-Shopify users, by following this process, you will be able to migrate your customers or update the information of existing ones.
• In the case of updating the data of an existing customer, any value in the migration sheet overrides what exists in the system. Example: if the customer has 300 points in the system and the sheet value for the same customer is 100, the customer’s balance will be 100 after the successful migration. If the customer has 0 points on the sheet, the customer’s balance will be 0 after migration. If the points cell is empty, the customer balance will be 300.

Go to the Customers Section

Export Your Data

On the top right of the page, click More, then Extract.