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Thank you for deciding to switch to Gameball for your rewards program! To migrate your customers from any other loyalty program to Gameball, all you need is to go through some easy, quick steps. Check out this video, or follow the steps below.

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Step 1: Export Old Rewards Program Data

All you need to do is head to your current rewards program and ask for your customers’ export files. Pause your current loyalty program on the old platform, and follow the next step to complete the migration process.

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Step 2: Migrate to Gameball

1

Go to the importing page

From Gameball Admin Dashboard, go to Customers > Customers Section > More > Update Customers.
Update customers menu
2

Choose the old Loyalty Program

Choose the former loyalty program from the following list:
  • Growave
  • Yotpo
  • LoyaltyLion
  • Stamped
  • Smile.io
Select loyalty program
If the former loyalty engine you were using is not in the list or you are not a Shopify user, choose CSV and follow the steps here.
Click on “Click to upload.”
Click to upload
3

Upload your extracted customer file

Choose the downloaded CSV file and click Open.
Select CSV file
Once the file is read by Gameball, click Continue.
Continue after upload
4

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 and so on.
Attribute mapping
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”.
Tiering-up recalculation method
Choose between:
  • Customers will be re-evaluated with the next recalculation cycle based on your tier expiry configuration.
  • Customers are placed into this tier forever with no later evaluation.
  • Customers are placed into this tier till a specific date.
If you are adding the customers’ birth dates, choose date format under Date of Birth and choose the format that matches the one in the CSV file.
Date format selection
Choose between:
  • YYYY-MM-DD
  • MM-DD-YYYY
  • DD-MM-YYYY
  • YYYY/MM/DD
  • DD/MM/YYYY
  • MM/DD/YYYY
Click Import.
Import button
5

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.
Error review screen
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.
6

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.
Migration complete
The migration/customer update process is now over, and the new customers are now part of your Gameball loyalty program.
Important notes:
  • 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. For 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 remain 300.

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How to Migrate Guests (Customers Who Are Not Registered)

When migrating your customers from other loyalty programs or through a CSV file, some of the customers’ data might not be registered. If you still want these customers to be part of your loyalty program, you will have to enable guest customers to integrate them with your loyalty program. Learn how to integrate your guest customers into your rewards program.

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How to Extract Your Current Customer Data

1

Go to Customers

Go to your Customers section on Gameball Admin Dashboard.
2

Export the data

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

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What Else?

Explore a Customer Profile

Learn more about your customer’s data.

Common Migration Errors

Common customer update/migration errors and how to fix them.

Import Customers via CSV

Import your customers from other loyalty programs using a CSV file.