Migrating from other apps

When transitioning from another app, follow the steps below to ensure a smooth migration. 

1. Import customer information on Shopify
2. Using CSV import on easyPoints to import point data

Import customer information to Shopify 

In order to migrate point information from a different point system to easyPoints, first the data has to be imported to Shopify.

In order to import customer information to Shopify, access the Shopify management page and open the customers selection. Locate the import button on the upper right corner to import the CSV file.  This action cannot be occurred within the easyPoints app.

For detailed information on importing data to Shopify, refer to the Shopify help page here.

Using CSV import on easyPoints to import point data

The easyPoints CSV import feature is accessible for all plans. Once you have installed the application, all Shopify-registered customers will be registered to easyPoints as well. 

The easyPoints CSV import feature is located in the CSV section of the easyPoints app. 

CSV file templates can be downloaded for confirmation. after inserting the customers' email address and the number of points, import the file for completion. 

Customer info and considerations when migrating

• Active customers during migration
• Sign-up rewards and Shopify accounts