Importing loyalty customers and credits

The loyalty import in the Recharge migration tool lets you add customers to Recharge, issue store credits, or do both in a single CSV upload. You can import new customers, issue credits to existing customers, or handle a mix of both in one file.

This guide explains how to prepare your import file and run a loyalty customer and credit import using the Recharge migration tool.

Before you start

• Your import file must be a CSV with no more than 25,000 rows per batch. If your file exceeds this limit, email it to migrations@rechargeapps.com instead of uploading it yourself.
• Your CSV must use the exact column headers listed in Step 1. Incorrect or missing headers will cause the import to fail.

Step 1 - Prepare your import file

Your CSV requires three columns and supports four optional credit columns. Which columns you include determines what the import does.

Required columns:

• email
• first_name
• last_name

Optional credit columns:

• credit_initial_value
• credit_name
• credit_type
• credit_expires_at

How you include the credit columns changes what the import does:

• Omit the credit columns entirely - runs as a customer-only import; no credits are issued.
• Include the credit columns and fill in every row - all customers receive credits.
• Include the credit columns but leave some rows blank - mixed file; customers with blank credit cells are imported without credits, customers with populated credit cells receive credits.

Step 2 - Upload and run the import

Once your file is ready, upload it to the Recharge migration tool to start the import.

1. Log in to your Recharge account and open the migration tool.
2. Select Loyalty import.
3. Upload your CSV file.
4. Review the import settings and click Start import.

The tool processes each row and writes the customer ID back into the export file, either the existing customer's ID or a newly created one. If a row includes credit data, credits are issued during this processing step.